Kpler Market Briefing & Networking - NYC
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Kpler Market Briefing & Networking - NYC

Thursday, May 1, 2025

Synopsis

Join Kpler on May 1 to explore how tariffs and policy changes will affect global trade in 2025 and how it affects price and profitability in key countries.


Improved crop production in South America has increased competition and kept commodity prices depressed. Structural slowdown in the pace of demand growth has not been reflected in supply. Tariffs further complicate the picture and bring the profitability of farming into question. Biofuel policies in the US and Europe have increased the demand for novel feedstocks.

Uncover insights and analysis on OPEC+ policy and its potential impact on the global oil market. Discover recent decisions, underlying drivers, and future expectations regarding oil supply, demand, and prices.

Event details

Date: Thursday, May 1, 2025
Time: 3:00 PM - 6:30 PM
Location: St. Regis Hotel - 20th Floor
Address: Two E 55th St, New York, NY 10022

Agenda

Key Topics:

  • Gain insights and analysis on OPEC+ policy and its potential impact on the global oil market
  • Trade shifts due to tariffs - winners and losers
  • Wheat outlook for 2025/26
  • Renewable diesel outlook for the US and rest of the world
  • How the two largest biofuel markets, US and Europe relate to each other, in spite of trade barriers
  • How the change from blender tax credit to producer tax credit affects the market dynamics in both the US and Europe, with particular focus on renewable diesel outlook

Meet the speakers

Ishan Bhanu
Ishan Bhanu
Lead Agricultural Commodities Analyst

Ishan joined Kpler’s dry bulk and Insights teams in October 2023. Based in Dubai, he has over 12 years of experience with global grains markets research and trading. Ishan is building an understanding of agricultural markets and trade within Kpler, to add to and support its dry bulk data offering. He is also building analytical tools and balance sheets for major ags like wheat, corn, soybeans and barley, with focus on developing all the support required for trade decision-making by Kpler clients. Ishan has worked as Head of Research at Invivo and as Associate Trader at Olam International. He founded Integrated Research Dubai and was a consultant for major trading houses across the globe, before joining Kpler.

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Beata Wojtkowska
Beata Wojtkowska
Senior Biofuels Analyst

Beata Wojtkowska joined Kpler's Insight team in January 2024 and leads the expansion of research and S&D models for biofuels products globally. She has over 25 years of experience in trading and strategy across agricultural, biofuels, and petroleum markets. She spent 5 years as lead biofuels analyst at Gunvor. Beata began her career at Cargill trading agricultural products (grains, oilseeds, meals, vegetable oils), then moved to biofuels in 2007, becoming trading manager in 2011 for European operations. Between 2014-2016, she traded petroleum products at PKN Orlen in Poland. She is based in Warsaw, Poland.

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Julia Santos
Julia Santos
Sr. Market Data Analyst - Dry Bulk

Julia leads the Americas efforts for the Agricultural & Dry Bulk Commodities unit of Kpler. She holds a B.S. in Physical Oceanography from University of California, Santa Barbara and previously worked as a Senior Maritime Analyst focusing on driving sustainability and efficiency in the maritime industry through voyage optimization. As a Market Data Analyst, she closely monitors Kpler’s granular data on vessel movements, trade activity, and macro flows in Grains and Oilseeds, Fertilizers, Forest Products, and other Dry Minor Bulks.

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Amena Bakr
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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