Synopsis

As the situation in the Middle East develops at pace, our analysts will 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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호마윤 팔락샤히
원유 분석 책임자

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.

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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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고 가타야마
수석 인사이트 애널리스트 - LNG 및 천연가스

Go Katayama는 도쿄에 본사를 둔 Kpler의 LNG 및 천연 가스 부문 수석 인사이트 분석가로 다양한 고객과 내부 이해 관계자를 대상으로 10년 이상 글로벌 LNG 시장을 분석한 경험을 보유하고 있습니다.그는 아시아 수요에 대한 Kpler Insights의 기초 분석을 이끌고 있습니다.Kpler에 합류하기 전에는 Shell에서 선임 LNG 분석가이자 일본 전력 규제 자문을 역임했으며 Poten & Partners에서 글로벌 LNG 컨설턴트로 근무했습니다.그는 뉴욕 대학교에서 글로벌 에너지 정책 석사 학위를 받았습니다.

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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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