Kpler Sydney Commodities Briefing

Name: Kpler Sydney Commodities Briefing
Start: Nov 13, 2025

Exclusive insights at the intersection of commodities and finance

November

Sydney

Visão geral do evento

The Kpler Sydney Commodities Briefing is tailored for the banking and financial community, providing insight into how commodity market dynamics shape investment strategies, trade finance, and risk management. With markets in flux, this half-day event offers clarity on LNG, coal, base metals, and freight — and begins with an address from Kpler Founder, Jean Maynier.

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Venue: InterContinental Sydney by IHG, Grevillea Room

Date: 13 November 2025

Time: 9am AEST

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Why Attend?

Understand how commodity market shifts impact investment and trade finance
Hear directly from Kpler Founder Jean Maynier in the opening keynote
Gain exclusive insights from Kpler experts on gas, coal, metals, and freight

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Network with peers from banks, trading houses, and financial institutions

registrations for this event are now closed

Please contact events@kpler.com for more information

Agenda

Destaques

09:30 AM – Registration

10:00 AM – Opening Address

10:10 AM – 2026 LNG & Gas Market Outlook: Supply Growth, Demand Recovery, Key Risks

North America leads incremental LNG supply growth
European demand remains weather-driven; Asia rebounds on softer prices
Geopolitics, weather, and price volatility as balance drivers

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10:30 AM – Market Outlook: Iron Ore & Coal

Supply and demand factors shaping seaborne trade
Short- to mid-term outlook for iron ore and coal markets

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10:50 AM – Base Metals Market Dynamics: Seaborne Trends and Security of Supply

Copper outlook: competition among smelters & Australia’s export flows
Bauxite & alumina: resource nationalism and energy costs reshaping supply chains
Critical minerals: lithium, nickel, zinc — scope for future insights

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11:10 AM – What Should We Expect for the Dry Bulk Freight Market in 2026?

Freight market drivers: carrier earnings, bunker costs, congestion, fleet capacity
Seaborne trade outlook: demand for major and minor bulks
Pricing trends and risks shaping short- and medium-term freight markets

11:30 AM – Closing Remarks

11:40 AM – Networking Lunch

Hanif Kamar

Dry Bulk Freight, Senior Analyst

Go Katayama

Principal Insight Analyst - LNG & Natural Gas

Go Katayama is a Principal Insights Analyst - LNG & Natural Gas at Kpler based in Tokyo with over a decade of experience in analyzing global LNG markets for various clients and internal stakeholders. He leads Kpler Insights fundamental analysis on Asian demand. Prior to joining Kpler, he was Senior LNG analyst and Japan power regulation Advisor at Shell and global LNG consultant at Poten & Partners. He holds a masters degree in Global Energy Policy from New York University.

Jasmine Ng

Dry Bulk Analyst

Jasmine has a background working with Iron Ore, Coal and Steel commodities. Prior to Kpler, Jasmine was a Market Analyst at Majestic Rock Resources, of which parent group Sinogiant is headquartered in Beijing.

Ben Ayre

Lead Dry Bulk Data Analyst

Ben joined Kpler in 2024 to lead on data quality for metal and mineral supply chains. He has extensive experience in the application of alternative data for trade intelligence, having started his career at Trase. Ben holds a bachelors degree in Geography from UCL and is based in Brighton, UK.