Markets in Motion: India’s Russian crude dilemma | America's supply resilience
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Synopsis
With Middle East tensions continuing to disrupt global oil flows, this webinar broke down what a Strait of Hormuz disruption really means for markets - from days of supply at risk to which barrels can fill the gap. We also examined India's shifting crude strategy amid sanctions and geopolitics, how trade flows could be rerouted, and what policy levers are on the table.
What you'll learn
- India’s Russian crude dilemma — how sanctions, geopolitics, and supply risks could reshape its import strategy
- How the US-Iran escalation could impact global oil supply and trade flows
- How many days of supply the market has now Strait of Hormuz exports are disrupted
- Which barrels could replace Middle Eastern crude now flows are interrupted
- How global crude and product trade flows could be rerouted
- What policy levers governments could deploy to stabilise supply
- Price reaction scenarios and what they signal about market expectations
- The role of the Americas as a balancing supply region
- Key risks traders, analysts, and refiners should watch in the coming weeks
Meet the speakers
Matt Stanley
With over 25 years of trading and broking experience in the energy market, joined Kpler in 2022 as Head of Market Engagement for Europe, Middle East, Africa and Asia. Works closely with clients providing advice and support across the energy sector, leveraging data and analytical tools to offer expert counsel on market trends and opportunities. Was instrumental in supporting the launch of the AG fuel oil derivative contract in 2016 and continues to advise traders, exchanges, and PRAs. Career includes positions as trader for Trafigura, director at Nigerian energy company Oando, and director at brokerage house Starfuels. Regularly appears as energy commentator for newspapers, radio, television and newswires, and sits on various industry panels.
Matt Smith
Matt started his career at Royal Bank of Canada in London, England, working his way up to portfolio manager in the investment management team. He then moved to the US and spent 8 years as a Global Commodity Analyst at Schneider Electric / Summit Energy, before becoming Director of Commodity Research at ClipperData for 6 years, leading a team of analysts across a variety of energy commodities. Matt joined Kpler in September 2021 as Lead Analyst, Americas, and is focused on producing research and providing counsel to key clients on the energy market. Matt is regularly featured by media outlets such as CNBC, Bloomberg, NPR, Wall Street Journal and Reuters.
Sumit Ritolia
Sumit Ritolia is Lead Analyst for Refining Supply and Modelling at Kpler with over a decade of expertise in refining operations, supply planning, and downstream economics. He holds a B.Tech in Chemical Engineering from Birla Institute of Technology, India. Before Kpler, Sumit spent 7.5 years at ONGC specialising in hydrocarbon value chain optimisation and supply chain management, then nearly two years at S&P Global Commodity Insights as Refinery Economist focusing on market fundamentals, margin modelling, and refining outlooks. Since April 2024, he has led analytical coverage on refining supply-demand dynamics and regional capacity trends at Kpler's downstream insight team. He is based in Gurgaon, India.
Michelle Brouhard
Michelle Brouhard is the Head of Policy and Geopolitical Risk at Kpler, with over 20 years of experience trading global oil, natural gas, and power markets. Her work sits at the intersection of policy and markets, where she has expressed geopolitical and sanctions risk directly through portfolio construction, positioning, and risk management. She recently completed a Master’s in Global Policy at Johns Hopkins University’s School of Advanced International Studies (SAIS), where her work focused on energy security, climate policy, and economic competitiveness within the Energy Trilemma framework.
호마윤 팔락샤히
Homayoun은 석유 및 가스 산업에서 11년 이상의 경험을 쌓았으며 시장 분석 및 전략적 통찰력 분야에서 뛰어난 실적을 쌓았습니다.그는 Kpler의 원유 분석 팀을 이끌면서 수요와 공급 펀더멘털부터 지정학적 동인에 이르기까지 글로벌 석유 시장 역학에 초점을 맞춘 분석가들로 구성된 팀을 관리하고 있습니다.Homayoun은 글로벌 고객에게 자주 통찰력을 제공하고 주요 업계 행사에서 연설합니다.Homayoun은 SCP Europe에서 에너지 관리 석사 학위를, Sciences Po Grenoble에서 MENA 지정학 석사 학위를 받았습니다.페르시아어와 프랑스어에 능통하며 프랑스 파리에 거주하고 있습니다.
