Synopsis

Kpler analysts run a cross-commodity session every Thursday at 12:00 BST, exclusively for clients, looking at: what moved markets last week, what the latest trade flow data is signalling, and where to focus attention in the days ahead.

What you'll learn

  • The latest Middle East developments and their impact across global commodity markets
  • Crude and refined products market movements, pricing dynamics and trade flow shifts
  • Freight and dry bulk trends shaping global shipping activity and vessel movements
  • Key developments across US energy markets, gas and power
  • Fresh trade flow data highlighting changes in supply chains, demand patterns and export flows
  • The geopolitical, risk and compliance issues most likely to influence markets in the week ahead

Meet the speakers

Reid I'Anson
Macroeconomist

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.

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Homayoun Falakshahi
Head of Crude Oil Analysis

Homayoun brings over 11 years of experience in theoil and gas industry, with a strong track record inmarket analysis and strategic insight. ​He leads Kpler’s crude oil analysis team, managing ateam of analysts focused on global oil marketdynamics, from supply and demand fundamentals togeopolitical drivers.​ Homayoun frequently delivers insights to globalclients and speaks at major industry events.​ Homayoun holds an MSc in Energy Management fromESCP Europe and an MA in MENA Geopolitics fromSciences Po Grenoble. He is fluent in Farsi and French and is based in Paris, France.

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Ana Subasic
Trade Risk Analyst

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.

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Matthew Darragh
Grains & Oilseeds Analyst

Matt joined Kpler’s Insight Team in January 2025 as a Grains & Oilseeds Analyst, based in London. Prior to Kpler, Matt was a Cereals & Oilseeds Analyst at the Agriculture and Horticulture Development Board (AHDB), conducting both domestic (UK) and global analysis of the respective grains and oilseeds markets. Before becoming an analyst at AHDB, Matt acquired a Masters of Science in Agricultural Economics at the University of Reading. At Kpler, Matt contributes to the Insight reports and conducts supply and demand analysis to support on the grain balance sheets.

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