Synopsis

The Middle East, US-Iran tensions, and the Strait of Hormuz feel far from Latam, but the shock is already landing across the region and the wider Atlantic Basin, in shifting import costs, rerouted cargoes, and freight under pressure. Join Kpler experts for a briefing built for Latin America, covering the latest developments, their impact, and the signals to watch.

What you'll learn

  • The latest on crude supply, demand, flows, and pricing across Latam
  • The immediate impact of regional disruption and US-Iran tensions on Latin America, and what to watch
  • How refined product markets are responding in the region, across supply, demand, flows, pricing, and margins
  • Kpler data-driven views on the key risks and developments shaping Latam

Meet the speakers

Naveen Das
Senior Crude Oil Analyst

Naveen joined Kpler Insight as Senior Analyst in April 2025 with over 10 years of cross-commodity experience in analysis and trading. He started his career as desk analyst at INEOS covering light ends, before moving to Argus Media on solid fuels to help build their data offering on coal and petroleum coke. More recently, he worked on the paper and West Africa desks at Chevron before joining DV Energy as lead analyst and trader, where he built the fundamental analysis platform and traded financial derivatives. Naveen is based in London and holds an MEng in Chemical Engineering from the University of Cambridge and an MSc in Management from Imperial College London.

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Johannes Rauball
Senior Crude Oil Analyst

After completing his PhD in Petroleum Geology at the Montanuniversity Leoben, Johannes joined JBC Energy as a crude analyst in February 2021, where he oversaw the firm’s in-house supply model. At the time, Johannes began his PMBA in Energy Management, which he completed in 2022. Johannes is now part of the wider crude analysis team at Kpler, and covers the latest market trends and provides research on supply, demand, and flows of various regions, including OPEC+, Asia, and North America. He is currently based in Vienna, Austria.

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맷 라이트
수석 화물 분석가 - 인사이트

매튜 라이트는 Kpler의 수석 화물 분석가입니다.그는 고객에게 화물 시장에 대한 전문 지식, 분석 및 연구를 제공하는 일을 이끌고 있습니다.Kpler에 입사하기 전에 Matthew는 SSY Ship Brokers에서 선임 탱커 애널리스트로 일하면서 유조선 시장 분석, 신모델 개발 주도, 컨설팅 문의 처리를 담당했습니다.Matthew는 Argus Media에서 7년간 컨설팅 경력을 쌓았으며, 그곳에서 다양한 단일 고객 프로젝트를 수행한 후 화물, 원유 및 정제 제품에 초점을 맞춘 구독 보고서 배송 관리를 맡았습니다.

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