Synopsis

This expert panel discussion examines the effects of recent Venezuelan political developments on global energy markets. Industry leaders analyse the strategic implications of U.S. administration actions regarding Maduro's regime, exploring how political instability in the world's largest oil reserve holder is reshaping crude supply dynamics, transforming tanker markets, and driving unprecedented changes in sanctions enforcement and deceptive shipping practices.

What you'll learn

Strategic policy context: understand the U.S. administration's strategic intent and the specific prerequisites needed for Venezuela to achieve meaningful production increases

Supply & demand dynamics: grasp the immediate and long-term crude oil market implications, from export blockade impacts to future investment opportunities in Venezuelan reserves

Tanker market transformation: discover how shifting demand from shadow fleet to commercial vessels is driving rate increases and creating oversupply challenges for displaced vessels

Sanctions evolution: learn about the escalation from passive sanctions to active maritime enforcement and the resulting surge in deceptive shipping practices

Investment implications: identify emerging opportunities and risks in Venezuelan energy assets and related shipping markets as the political situation evolves

Market indicators: recognise key signals to watch for future developments in Venezuelan oil exports and their global market impact

Meet the speakers

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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원유 분석 책임자

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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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