Markets in Motion: A cross-commodity review

Reid joined Kpler over six years ago as a crude analyst and has grown alongside the company ever since. Based in Houston, Reid has a near decade of experience studying the intersection between global demand conditions and the state of commodity markets with a particular focus on emerging markets. Before joining Kpler, Reid obtained a masters degree in Economics from the University of Houston. He also holds a bachelors degree in Finance. You will regularly find him quoted in the financial press or appearing on tv to provide timely updates on the state of commodity markets across the globe.

Alexis joined Kpler’s Insight Team in March 2023 as Lead Major Dry Bulks Analyst. Based in London, he brings over a decade of experience in dry bulk commodities and freight research. He leads the development of Kpler’s dry bulks research offering, covering coal, fertiliser, grain, iron ore, minor bulks, and dry freight. His work spans market analysis, supply-demand and pricing outlooks, client presentations, industry speaking engagements, and supporting the growth of Kpler’s dry bulks data products. Previously, he was a Director at Simpson Spence Young (SSY) in the Consultancy & Research team.

Ana Subasic is a trade risk analyst at Kpler, where she combines energy market fundamentals, geopolitical analysis, and legal investigation to assess emerging trade risks, structures and sanctions circumvention. After joining Kpler in 2022 as an LNG market analyst, she transitioned into Risk and Compliance in 2025 to strengthen the team’s forward-looking analytical capabilities on a the cross-commodity scale. Her work focuses on shadow and dark trade investigations, including breaking intelligence and insights into high-risk commodity flows. Ana serves as a key voice within Risk and Compliance, translating regulatory developments, sanctions dynamics, and geopolitical shifts into structured assessments and actionable intelligence for clients.

JP joined Kpler in June 2024 and leads Kpler Insight’s analytics in North America, South America, and the Middle East. JP began his career as an upstream oil & gas analyst, creating economic models of individual oil and gas fields in Oceania and the US. He then spent nine years on the LNG & Natural Gas consulting team at Poten & Partners, where he worked on projects for myriad industry players. In particular, JP was heavily involved in commercial and market due diligence for nearly every North American LNG project. JP is based in New York and holds a BSc in Geological Engineering from Colorado School of Mines.

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.