Kpler Liquids & Crude Briefing Singapore
Synopsis
As geopolitical tensions escalate and new refining capacities come online, markets across Asia and beyond are facing shifting supply dynamics and evolving trade flows.
Join Kpler’s senior analysts, Zameer Yusof (Senior Lead Research Analyst, Middle Distillates), Roslan Khasawneh (Senior Lead Research Analyst, Fuel Oil) and Muyu Xu (Senior Crude Oil Analyst), for an exclusive briefing as they provide high-level insights into the downstream and upstream landscape, including regional product imbalances, crude supply outlooks, and the latest developments in OPEC+ policy and sanctioned barrels.
This session is designed to equip traders, analysts, and market participants with timely intelligence for H2 2025 and beyond.
Event details:
Date: 28 July, 2025
Time: 1.30pm - 3.30pm
Venue: WeWork 21 Collyer Quay | Room 2G | 2nd Floor
Get ahead of the curve with exclusive insights into the evolving liquids and crude oil landscape. Whether you're in trading, analysis, or strategy, this is your chance to hear directly from Kpler’s leading market experts.
Agenda
Key Topics Covered
Middle Distillates Market Outlook
Middle East Tensions: Who’s Exposed, Who Gains
- Products and regions most at risk from Suez and Hormuz disruptions
- Beneficiaries if tensions persist
New Refinery Startup Status Update
- Latest on Dangote, Balikpapan, and other key projects
- Incremental supply timelines and market impact
- Effects on regional balances and trade flows
Asian Products Outlook
- Key trends and market expectations for H2 2025
- Emerging arbitrage opportunities and evolving trade routes
- Chinese export quota utilization and implications
Crude Oil Market Outlook
Implications of the Israel–Iran Conflict on Crude Oil Supply and Prices
- Supply risks and exposure
- Largest buyers and potential supply shifts
- Ability of major producers to cover any shortfalls
OPEC+ Policy and Production Forecast
- Kpler’s outlook for OPEC+ strategy in H2 2025
Global Crude Supply and Balance Outlook
- Key supply trends from OPEC+ and non-OPEC+ countries
- 12-month price forecast for North Sea Dated crude
Updates on Sanctioned Barrels
- Iranian exports and Chinese demand sentiment
- Russian shipping fleet overview
- Developments in Venezuelan crude supply
Meet the speakers
Muyu Xu
Muyu Xu is a Senior Crude Oil Analyst at Kpler. In her role, she primarily focuses on crude oil flows and fundamentals in the Asian market and collaborates closely with fellow analysts to provide comprehensive analysis and research on the global oil market.Before joining Kpler in early March, Muyu worked as a commodities and energy correspondent for 7-1/2 years at Reuters Beijing and Singapore bureau, covering a broad spectrum of topics including iron ore, coal, power, environment and oil.She is currently based in Singapore.
Zameer Yusof
Zameer Yusof is currently a senior manager for clean oil products at Kpler, based in Singapore. Prior to that, he spent 7 years as a derivatives analyst and pricing analyst at S&P Global, and 3 years managing London Stock Exchange Group’s East of Suez middle distillates flows research.
Roslan Khasawneh
Roslan is the Principal Heavy Distillates Analyst in Kpler's Insight team with over a decade of experience in the energy industry, particularly in Asia and the Middle East. He began his career as a freelancer across Southeast Asia, Middle East and Central America, then as a Reuters energy journalist in Singapore specialising in global fuel oil markets, as well as middle and light distillates, crude oil and shipping. He moved into analytics in 2022 and leverages data and market intelligence to deliver sharp insights helping clients identify critical risks and opportunities. Roslan is based in Singapore and holds an MSc in Finance & Investments from Rotterdam School of Management. He is fluent in English, Arabic and Bulgarian.
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