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Synopsis

As the situation in the Middle East develops at pace, our analysts willย keep you updated with real-time data and expert insight across oil and gas markets on Thursday 5 March for this important webinar.

What you'll learn

Gas session

  • LNG infrastructure status and vessel positioning across the region
  • Recent price action and its significance for global gas markets
  • LNG demand-side management responses emerging in Asia and Europe
  • Impact of Israeli pipeline gas export disruptions on Egypt and Jordan

Oil session

  • Oil infrastructure damage and closures - what do we know so far?
  • Regional refinery operational status and oil field shut-ins - assessing the impact to date
  • Is the Strait of Hormuz closed, and how long could traffic remain disrupted?
  • Alternative routes for crude oil - what capacity is available?
  • First impacts visible in flows and pricing - is demand destruction already underway, and where?
  • After Iraq, how long until other countries in the region cut production?
  • Will Trump's vessel insurance plan for the Strait work - and which vessels will qualify?
  • Why are prices still not breaking past the $80s - and what would change that?
  • Feasible scenarios from here: how long will this conflict last, and what is the end game?

Meet the speakers

Laura Page
Insight manager - LNG & Natural Gas

Laura joined Kpler in July 2021 and is leading the build-out of the natural gas and LNG Insight service, which has comprehensive coverage of LNG, European and US natural gas market fundamentals, as well as JKM, TTF and Henry Hub price forecasts. She has been analysing commodity markets for over 12 years, covering a broad range of markets including metals, fertilisers, European power and LNG. Laura has been focusing on LNG markets since 2015, working at Argus Media as Deputy Editor of the LNG Daily report and at Refinitiv (now LSEG) as Lead LNG analyst. Laura is based in London and holds a BA and MSc in Economics from the University of Exeter.

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Amena Bakr
Head of Middle East & OPEC+ Research

Amena Bakr is the Head of Middle East Energy & OPEC-plus research at Kpler, based in Dubai. She leads oil market analysis, OPEC policy research, and risk assessments in the Middle East. Previously, she was a senior research analyst at Energy Intelligence Group and served as Chief OPEC Correspondent and Dubai Deputy Bureau Chief for eight years, earning multiple journalism awards, including the 2023 OPEC award for best journalist. She also worked as an Energy Correspondent for Reuters in Dubai, Doha, and Riyadh, covering energy and political risk. Amena holds a BA in Business Administration from the Arab Academy for Science, Technology & Maritime Transport in Egypt, with a major in management information systems.

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Andon Pavlov
Director of Oil and Tanker Research

Prior to Kpler's acquisition, Andon had spent five years at JBC Energy, leading the downstream research team. For the past three years, he has spearheaded in-depth analyses on refinery margin estimates, operational supply and demand modelling, and forecasting, along with comprehensive cross-barrel analyses. Working alongside his team of seasoned professionals at Kpler, recently, Andon expanded his leadership to oversee liquids and freight research at Kpler. He is based in Vienna, Austria.

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ํ˜ธ๋งˆ์œค ํŒ”๋ฝ์ƒคํžˆ
์›์œ  ๋ถ„์„ ์ฑ…์ž„์ž

Homayoun์€ ์„์œ  ๋ฐ ๊ฐ€์Šค ์‚ฐ์—…์—์„œ 11๋…„ ์ด์ƒ์˜ ๊ฒฝํ—˜์„ ์Œ“์•˜์œผ๋ฉฐ ์‹œ์žฅ ๋ถ„์„ ๋ฐ ์ „๋žต์  ํ†ต์ฐฐ๋ ฅ ๋ถ„์•ผ์—์„œ ๋›ฐ์–ด๋‚œ ์‹ค์ ์„ ์Œ“์•˜์Šต๋‹ˆ๋‹ค.๊ทธ๋Š” Kpler์˜ ์›์œ  ๋ถ„์„ ํŒ€์„ ์ด๋Œ๋ฉด์„œ ์ˆ˜์š”์™€ ๊ณต๊ธ‰ ํŽ€๋”๋ฉ˜ํ„ธ๋ถ€ํ„ฐ ์ง€์ •ํ•™์  ๋™์ธ์— ์ด๋ฅด๊ธฐ๊นŒ์ง€ ๊ธ€๋กœ๋ฒŒ ์„์œ  ์‹œ์žฅ ์—ญํ•™์— ์ดˆ์ ์„ ๋งž์ถ˜ ๋ถ„์„๊ฐ€๋“ค๋กœ ๊ตฌ์„ฑ๋œ ํŒ€์„ ๊ด€๋ฆฌํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.Homayoun์€ ๊ธ€๋กœ๋ฒŒ ๊ณ ๊ฐ์—๊ฒŒ ์ž์ฃผ ํ†ต์ฐฐ๋ ฅ์„ ์ œ๊ณตํ•˜๊ณ  ์ฃผ์š” ์—…๊ณ„ ํ–‰์‚ฌ์—์„œ ์—ฐ์„คํ•ฉ๋‹ˆ๋‹ค.Homayoun์€ SCP Europe์—์„œ ์—๋„ˆ์ง€ ๊ด€๋ฆฌ ์„์‚ฌ ํ•™์œ„๋ฅผ, Sciences Po Grenoble์—์„œ MENA ์ง€์ •ํ•™ ์„์‚ฌ ํ•™์œ„๋ฅผ ๋ฐ›์•˜์Šต๋‹ˆ๋‹ค.ํŽ˜๋ฅด์‹œ์•„์–ด์™€ ํ”„๋ž‘์Šค์–ด์— ๋Šฅํ†ตํ•˜๋ฉฐ ํ”„๋ž‘์Šค ํŒŒ๋ฆฌ์— ๊ฑฐ์ฃผํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

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Ronald Pinto
Principal Insight Analyst - LNG & Natural Gas

Ronald Pinto is an energy professional with 14 years of industry experience, blending engineering and international relations expertise. As a Principal Insight Analyst for LNG & Natural Gas at Kpler, Ronald shapes short-term outlooks for European and American gas markets by analyzing fundamentals and geopolitical trends. With a background in energy policy in the energy transition context, Ronald brings a holistic perspective to market analysis, driving strategic decisions for industry stakeholders.

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๊ณ  ๊ฐ€ํƒ€์•ผ๋งˆ
์ˆ˜์„ ์ธ์‚ฌ์ดํŠธ ์• ๋„๋ฆฌ์ŠคํŠธ - LNG ๋ฐ ์ฒœ์—ฐ๊ฐ€์Šค

Go Katayama๋Š” ๋„์ฟ„์— ๋ณธ์‚ฌ๋ฅผ ๋‘” Kpler์˜ LNG ๋ฐ ์ฒœ์—ฐ ๊ฐ€์Šค ๋ถ€๋ฌธ ์ˆ˜์„ ์ธ์‚ฌ์ดํŠธ ๋ถ„์„๊ฐ€๋กœ ๋‹ค์–‘ํ•œ ๊ณ ๊ฐ๊ณผ ๋‚ด๋ถ€ ์ดํ•ด ๊ด€๊ณ„์ž๋ฅผ ๋Œ€์ƒ์œผ๋กœ 10๋…„ ์ด์ƒ ๊ธ€๋กœ๋ฒŒ LNG ์‹œ์žฅ์„ ๋ถ„์„ํ•œ ๊ฒฝํ—˜์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.๊ทธ๋Š” ์•„์‹œ์•„ ์ˆ˜์š”์— ๋Œ€ํ•œ Kpler Insights์˜ ๊ธฐ์ดˆ ๋ถ„์„์„ ์ด๋Œ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.Kpler์— ํ•ฉ๋ฅ˜ํ•˜๊ธฐ ์ „์—๋Š” Shell์—์„œ ์„ ์ž„ LNG ๋ถ„์„๊ฐ€์ด์ž ์ผ๋ณธ ์ „๋ ฅ ๊ทœ์ œ ์ž๋ฌธ์„ ์—ญ์ž„ํ–ˆ์œผ๋ฉฐ Poten & Partners์—์„œ ๊ธ€๋กœ๋ฒŒ LNG ์ปจ์„คํ„ดํŠธ๋กœ ๊ทผ๋ฌดํ–ˆ์Šต๋‹ˆ๋‹ค.๊ทธ๋Š” ๋‰ด์š• ๋Œ€ํ•™๊ต์—์„œ ๊ธ€๋กœ๋ฒŒ ์—๋„ˆ์ง€ ์ •์ฑ… ์„์‚ฌ ํ•™์œ„๋ฅผ ๋ฐ›์•˜์Šต๋‹ˆ๋‹ค.

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Matt Stanley
Head of Market Engagement

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.

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