Watch the webinar
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Synopsis
Five weeks into the US-Iran conflict, global commodity markets are navigating a new reality. Crude prices remain volatile, the Strait of Hormuz continues to constrain trade flows, and the diplomatic outlook is far from settled. Join Kpler's expert panel as they provide a data-driven assessment of where markets stand today – and what comes next.
What you'll learn
- Where oil prices go from here, and what scenarios could drive the next major move
- The Strait of Hormuz outlook: What a partial or full reopening would mean for commodity flows
- Whether OPEC+ can meaningfully offset disrupted barrels - and the constraints on doing so
- The key diplomatic and military triggers that markets should be watching
Meet the speakers
Michelle Brouhard
Michelle Brouhard is the Head of Policy and Geopolitical Risk at Kpler, with over 20 years of experience trading global oil, natural gas, and power markets. Her work sits at the intersection of policy and markets, where she has expressed geopolitical and sanctions risk directly through portfolio construction, positioning, and risk management. She recently completed a Master’s in Global Policy at Johns Hopkins University’s School of Advanced International Studies (SAIS), where her work focused on energy security, climate policy, and economic competitiveness within the Energy Trilemma framework.
Amena Bakr
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.
Matt Smith
Matt started his career at Royal Bank of Canada in London, England, working his way up to portfolio manager in the investment management team. He then moved to the US and spent 8 years as a Global Commodity Analyst at Schneider Electric / Summit Energy, before becoming Director of Commodity Research at ClipperData for 6 years, leading a team of analysts across a variety of energy commodities. Matt joined Kpler in September 2021 as Lead Analyst, Americas, and is focused on producing research and providing counsel to key clients on the energy market. Matt is regularly featured by media outlets such as CNBC, Bloomberg, NPR, Wall Street Journal and Reuters.
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.
Reid I'Anson
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.
