POPULARITY
14 episodes with kpler
2 episodes with kpler
3 episodes with kpler
3 episodes with kpler
3 episodes with kpler
2 episodes with kpler
2 episodes with kpler
2 episodes with kpler
In 2014, the collaborative vision of engineers François Cazor and Jean Maynier ignited a journey towards revolutionising trade through the power of innovative data technology. Today, OGU Host, Rory Johnston, welcomes Francois Cazor onto the pod to discuss the evolution of oil market data, the journey of Kpler from carbon markets to oil analytics, and the impact of real-time data on price formation. They explore how Kpler has flattened information asymmetry in the market, the expanding use cases of their data, and the challenges posed by recent market changes. The role of AI in data analytics is also examined, highlighting its potential to enhance data processing and signal extraction.
07 Jul 2025. We speak to oil expert Matt Stanley to put that in context for us. Plus, it’s a big week in Trumpian economics: tariff threats, deal deadlines, and a “big beautiful” bill passed. We unpack it all with Daniel Richards from Emirates NBD. And PwC’s latest outlook brings a mix of AI-driven opportunity and climate-driven risk, we speak to the team behind the report.See omnystudio.com/listener for privacy information.
Giá dầu hỏa bị đẩy lên cao và thị trường thêm căng thẳng kể từ khi xung đột Israel-Iran khai mào. Cộng đồng quốc tế nín thở trước nguy cơ một lần nữa tăng trưởng của thế giới lại bị khủng hoảng dầu lửa nhận chìm. Chưa ai nói đến một cơn « sốt dầu » cho đến khi Mỹ « nhập cuộc » ngày 22/06/2025. Nhiều lý do giải thích cho hiện tượng nói trên, nhưng tất cả đều có thể thay đổi nhanh chóng nếu chiến tranh lan rộng. Tại Matxcơva, tổng thống Vladimir Putin ắt hẳn hài lòng, vì nhờ « Sư Tử » Israel « Vươn Mình » sang tận lãnh thổ Cộng Hòa Hồi Giáo Iran trong đợt oanh kích đêm 12 rạng sáng 13/06/2025, mà giá một thùng dầu của Nga mới ngoi lên được đến 5000 rúp. Đây là mức cao nhất từ nửa năm nay. Trong vỏn vẹn chưa đầy một tuần lễ, thu nhập từ xuất khẩu dầu lửa của Matxcơva tăng 12 %. Căng thẳng thì có, khủng hoảng thì chưa Nga là một trong những nguồn cung cấp năng lượng cho thế giới. Bất chấp chiến tranh Ukraina và các đợt trừng phạt của Âu - Mỹ, dầu khí vẫn đem về gần 1/3 thu nhập cho ngân sách của chính phủ. Đây là nguồn tài trợ cho cỗ máy chiến tranh của tổng thống Vladimir Putin. Ở những nơi khác trên thế giới, giá một thùng dầu Brent tăng hơn 10 % và hiện dao động ở mức khoảng 75 đô la/thùng, tương đương với giá dầu hồi tháng 1/2025 trước khi chính quyền mới ở Washington khuấy lên một cuộc chiến thương mại với gần như toàn thế giới. Các nhà sản xuất thì hài lòng, nhưng đối với những quốc gia phải nhập khẩu năng lượng, đứng đầu là Trung Quốc hay Nhật Bản và nhiều nước trong Liên Hiệp Châu Âu, đây là một mối đe dọa mới. Trả lời đài RFI Pháp ngữ, chuyên gia về năng lượng Francis Perrin, giám đốc nghiên cứu Viện Quan Hệ Quốc Tế và Chiến Lược IRIS của Pháp, ghi nhận « chảo dầu ở Trung Đông có nguy cơ bốc cháy bất cứ lúc nào »: « Hậu quả đầu tiên đương nhiên là giá dầu hỏa tăng lên. Điều này không có gì ngạc nhiên do chuyển biến tại Trung Đông, nơi tập trung khoảng một nửa trữ lượng dầu của thế giới. Hơn nữa căng thẳng và xung đột lần này lại liên quan trực tiếp đến Iran, một nhà sản xuất dầu mỏ lớn trên thế giới. Giá dầu đã tăng ngay từ thứ Sáu 13/06/2025 sau đợt không kích đầu tiên của Israel đêm hôm trước. Trên các thị trường ở Luân Đôn hay New York, giá dầu đều tăng 7% trong phiên giao dịch hôm đó và 7% trong một ngày là mức tăng rất mạnh ». Những tác động cụ thể đến người tiêu dùng Francis Perrin giải thích cụ thể về những tác động khi giá dầu bị đẩy lên cao: « Khi giá dầu tăng thì các nước nhập khẩu thấm đòn. Như trường hợp của Pháp chẳng hạn, 99 % lượng dầu tiêu thụ là phải mua của nước ngoài, có nghĩa là hóa đơn thanh toán mỗi thùng dầu sẽ đắt hơn. Điều này ảnh hưởng đến cán cân thương mại, cán cân thanh toán, cũng như đến các ngành công nghiệp cần dầu mỏ, hoặc các sản phẩm tinh chế từ dầu. Kế tới là tác động đối với người tiêu dùng : giá xăng dầu bị đẩy lên cao, giá dầu sưởi cũng vậy. Mỗi khi giá dầu tăng, câu hỏi đặt ra là mức độ tăng giá dầu sẽ lên đến đâu, và tác động đến giá cả ở mức độ nào, cơn sốt dầu sẽ kéo dài trong bao nhiêu ngày. Hiện tại không thể trả lời những câu hỏi này, nhưng rõ ràng là người tiêu dùng, các nước nhập khẩu và các ngành công nghiệp cần dầu mỏ, hoặc sản phẩm tinh chế từ dầu sẽ bị ảnh hưởng. Tác động càng mạnh nếu giá dầu tăng quá cao và trong một thời gian dài. Tôi xin đưa ra một giả định để chúng ta dễ hiểu: Giả sử giá dầu tăng lên 90 đô la một thùng, hậu quả sẽ hoàn toàn khác nếu tình trạng này chỉ kéo dài hai ngày, hai tuần, hay kéo dài hai tháng, cả năm ». Trung Quốc thiệt hại lớn Như vừa nói, Trung Quốc là nguồn tiêu thụ dầu hỏa lớn thứ hai thế giới, chỉ sau Mỹ, nhưng là bên nhập khẩu nhiều dầu nhất. Nhập khẩu bảo đảm ¾ lượng dầu tiêu thụ trên cả nước. Theo Théo Nencini, chuyên nghiên cứu về quan hệ giữa Iran và Trung Quốc, Trường Khoa Học Chính Trị Grenoble, xung đột tại Trung đông hiện nay là một thách thức mới cho kinh tế và tăng trưởng Trung Quốc. Ông giải thích : « Hơn một nửa tổng kim ngạch xuất khẩu dầu lửa của Trung Quốc phải đi qua eo biển Hormuz. Tùy theo cách tính toán, Iran bảo đảm từ 12 đến 18 % nhu cầu về dầu hỏa cho Trung Quốc ». Từ khi lên cầm quyền năm 2012, ông Tập Cận Bình « liên tục mở rộng bang giao với Teheran » vì hai lý do : Trung Quốc và Iran cùng phản đối trật tự quốc tế trong tay Hoa Kỳ và Bắc Kinh muốn mở rộng ảnh hưởng ở Trung Đông vì mục đích địa chính trị và nhất là kinh tế. Năm 2016 ông Tập công du Iran. Năm năm sau đó, đôi bên ký « Hiệp định hợp tác chiến lược » trong vòng 25 năm và Bắc Kinh đã cam kết đầu tư 400 tỷ đô la trong giai đoạn này để giúp Iran phát triển kinh tế, thoát khỏi vòng vây của các biện pháp trừng phạt phương Tây. Đổi lại, Teheran ưu tiên cung cấp dầu cho Trung Quốc. Trung Quốc là khách hàng lớn nhất mua dầu hỏa của Iran. Giám đốc nghiên cứu Viện Quan Hệ Quốc Tế Pháp Francis Perrin nói rõ hơn về trọng lượng của Trung Quốc đối với thị trường dầu hỏa Iran : « Trong lĩnh vực dầu hỏa Iran là nhà sản xuất lớn thứ 8 thế giới và một phần lớn khối lượng sản xuất là để xuất khẩu. Iran cũng là một nguồn cung cấp quan trọng của thế giới, nhưng đã bị Hoa Kỳ ban hành lệnh cấm vận trong nhiều năm và lệnh cấm đã được áp dụng trở lại hồi 2018. Trong nhiệm kỳ đầu, ông Trump đã tuyên bố kể từ ngày 05/11/2018, bất kỳ công ty hay quốc gia nào nhập khẩu dầu mỏ từ Iran sẽ bị Mỹ trừng phạt chiếu theo nguyên tắc ngoài lãnh thổ. Lập tức hầu như tất cả các quốc gia đều ngừng mua dầu từ Iran, ngoại trừ Trung Quốc. Cho đến nay, Trung Quốc vẫn là khách hàng mua dầu chủ yếu của Iran. Trong nhiệm kỳ 2 tổng thống Trump tuyên bố khai trừ xuất khẩu dầu của Iran trên thị trường thế giới. Tình hình đã trở nên căng thẳng hơn cho dù Mỹ và Iran đã nối lại đàm phán hạt nhân từ giữa tháng 4/2025. Dù vậy Teheran đến nay vẫn xoay xở để xuất khẩu dầu, đặc biệt là sang châu Á, mà chủ yếu là sang Trung Quốc, nguồn tiêu thụ dầu mỏ lớn thứ hai thế giới và là quốc gia nhập khẩu dầu mỏ số một toàn cầu ». Ẩn số chung quanh eo biển Hormuz Vào lúc câu hỏi đang đặt ra là nếu bị đẩy vào chân tường, Iran có dám đóng cửa eo biển Hormuz hay không, giới quan sát đồng loạt trả lời là không. Chuyên gia về dầu hỏa Francis Perrin trình bày : « Đây sẽ là kịch bản tệ hại nhất. Eo biển Hormuz là một vị trí chiến lược. Mỗi ngày khoảng 1/5 lượng dầu tiêu thụ toàn cầu trung chuyển qua ngả này bằng các tàu chở dầu mà chúng ta gọi là tankers. 20% lượng dầu tiêu thụ trên toàn thế giới phải đi qua đây. Do vậy nếu eo biển này bị phong tỏa, thì giá dầu sẽ tăng vọt. Không ai có thể thẩm định được một cách cụ thể về mức độ tai hại, nhưng đây sẽ là một cú sốc khủng khiếp với những hậu quả khó lường. Tuy nhiên, tôi cho rằng kịch bản này không có khả năng xảy ra, ít nhất là trong thời điểm hiện tại, bởi vì phong tỏa eo biển Hormuz sẽ là một loại vũ khí hủy diệt, tức là giải pháp cuối cùng, chỉ được dùng đến khi mà sự tồn tại của chính quyền Iran bị đe dọa. Chính quyền Iran không sụp đổ chỉ vì các cuộc không kích của Israel. Do vậy, nếu Iran phong tỏa eo biển Hormuz trong tương lai gần, thì ngoài các cuộc không kích của Israel, Iran sẽ phải hứng chịu thêm đòn từ phía Mỹ. Nói một cách dễ hiểu, phong tỏa eo biển Hormuz không phải là thượng sách. Điểm thứ nhì, phong tỏa eo biển Hormuz tức là Iran tự triệt đường xuất khẩu dầu hỏa của chính mình. Trong khi đó thì Teheran đang rất cần ngoại tệ, mà dầu hỏa là yếu tố sống còn đối với kinh tế nước này. Trong trường hợp đó, Trung Quốc cũng sẽ không thể tiếp tục mua dầu của Iran. Quốc gia Trung Đông này như vậy sẽ mất đi nguồn thu nhập và gây khó khăn cho khách hàng quan trọng nhất và gần như là duy nhất vẫn còn giao thương với Iran. Đây cũng sẽ là tính toán sai lầm, bởi Bắc Kinh là điểm tựa của Iran cả về chính trị lẫn ngoại giao. Là thành viên thường trực Hội đồng Bảo an Liên Hiệp Quốc, Trung Quốc có thể ngăn chặn các nghị quyết gây bất lợi cho Iran. Trong tình hình khó khăn hiện nay, đây không phải là lúc để Tehran làm mất lòng một trong những đồng minh hiếm hoi còn lại ». Iran không muốn tự sát Đừng quên rằng eo biển Hormuz là cửa ngõ chung để đưa năng lượng của các quốc gia trong vùng Vịnh Ba Tư (Iran, Kweit, Ả Rập Xê Út, Các Tiểu Vương Quốc Ả Rập Thống Nhất, Qatar) ra Ấn Độ Dương. Do vậy, nếu khóa eo biển Hormuz, chắc chắn Teheran sẽ không yên được với các nước trong vùng. Thêm một điều nữa : Để đóng cửa eo biển Hormuz, Iran sẽ phải « vi phạm chủ quyền lãnh hải của Oman ». Theo một chuyên gia của công ty chuyên cung cấp dữ liệu kinh tế và tài chính Kpler, « vi phạm toàn vẹn lãnh hải của Oman tạo cơ hội cho Hoa Kỳ can thiệp quân sự ». Khi đó « chảo dầu » của thế giới có nguy cơ « bốc cháy ». Đó là một thực tế hoàn toàn có thể xảy ra, nhưng giới trong ngành cũng nhắc lại: Trong cuộc chiến giữa Iran và Irak vào thập niên 1980, eo biển này đã từng bị « kẹt giữa hai làn đạn » làm xáo trộn thị trường dầu hỏa toàn cầu, gây nên một « cơn sốt dầu ». Chính vì tránh để kịch bản này tái diễn nên Hoa Kỳ đã « gài » Hạm Đội Năm tại căn cứ Manama ở Bahrain. Điều đó không cấm cản Teheran nhiều lần đe dọa đóng cửa eo biển Hormuz như vào năm 2011 hay vào năm 2019, mỗi lần quốc tế siết chặt thêm các biện pháp cấm vận. Nhưng như vừa nói, phong tỏa eo biển chiến lược này sẽ là « một hành động tự sát » của chế độ thần quyền trong tay giáo chủ Khamenei. Một sự kềm chế từ phía Israel ? Như một nhà quan sát trong ngành ghi nhận : Hơn tất cả các đời tổng thống trong lịch sử Hoa Kỳ, Donald Trump « mê tiền » và không muốn phải hy sinh các lợi ích kinh tế. Đây có thể là một cái « may » : Chính vì lợi ích kinh tế mà chủ nhân Nhà Trắng sẽ tránh để kịch bản « tệ hại nhất đó » xảy ra. Sau cùng, cho đến ngày 21/06/2025, tức là hơn một tuần lễ từ khi khai hỏa, quân đội Israel có nhắm vào các cơ sở năng lượng của Iran, như ở Shahran, một trong những kho dự trữ lớn nhất của Iran, nhưng đó là khu vực dự trữ dầu để cung cấp cho thị trường nội địa. Trung tâm Emirates Policy Center ghi nhận, đến nay những nhà máy dầu và kho dự trữ để xuất khẩu vẫn còn nguyên vẹn. Điển hình là nhà máy được đặt tại đảo Kharg, khu vực tây nam Iran, nơi cất giữ đến« 95 % dầu hỏa của Iran để xuất khẩu». Nếu cơ sở này bị tấn công thì Teheran « không còn một giọt dầu nào » để cung cấp cho các khách hàng. Dù vậy trước mắt, không ai biết trước được điều gì sẽ xảy ra, nhất là kể từ khi Mỹ huy động bom cực mạnh oanh kích các cơ sở hạt nhân của Iran. Chỉ biết rằng từ khi bị Israel tấn công hôm 13/06, trung bình Iran xuất khẩu đến 2,33 triệu thùng dầu, tăng 44 % so với cùng thời kỳ năm ngoái. Như thể Teheran gấp rút xuất khẩu và thu vào ngoại tệ tối đa, đề phòng « tình hình xấu đi thêm ».
La Chine est le plus grand acheteur de pétrole au monde, et le seul client pour le pétrole iranien. Cette relation commerciale est aujourd'hui suspendue à l'évolution du conflit entre Israël et l'Iran. En cas de défaillance de Téhéran, la Chine perdrait environ 12% à 15% de son approvisionnement, ce qui représente en moyenne – sur les premiers mois de 2025 – 1,6 million de barils par jour. Ces barils iraniens sont vendus avec une décote importante, et c'est ce qui fait tout l'intérêt de cette origine. La réduction proposée par l'Iran est variable. Elle était mi-juin de 4 dollars par baril par rapport au prix du Brent, de 5 à 6 dollars par rapport au brut irakien ou saoudien. Et de 6 à 8 dollars par rapport au prix proposé par l'Afrique de l'Ouest ou le Brésil. Une réduction donc très avantageuse. Les acheteurs : des raffineries privées Ces remises ne profitent pas aux compagnies pétrolières étatiques, qui n'achètent plus de pétrole iranien depuis quelques années. Les clients sont essentiellement de petites raffineries chinoises indépendantes de la région de Shandong, explique Homayoun Falakshahi, chef analyste pétrole au cabinet franco-belge de suivi maritime Kpler. Leur marge est très mince : environ 8 dollars, d'où l'intérêt pour elles de se fournir au prix le plus bas. Si elles devaient remplacer demain le pétrole iranien par du brut d'autres pays du Golfe, l'addition serait plus salée. L'équilibre financier de ces raffineries vieillissantes et très polluantes est si précaire que certaines risqueraient de fermer. L'impact d'un éventuel blocage d'Ormuz D'éventuelles perturbations, voire une fermeture du détroit d'Ormuz, priverait la Chine de 47% de ses importations de brut, selon les données fournies par Kpler. L'Empire du Milieu achète en effet son pétrole dans plusieurs États du Golfe et en particulier en Arabie saoudite qui est un de ses plus grands fournisseurs avec la Russie. Un blocage d'Ormuz aurait aussi un impact sur les importations de gaz de la Chine : l'an dernier, un quart des commandes chinoises de gaz naturel liquéfié provenait des pays du Golfe, selon S&P Global, et transitait donc par ce passage maritime stratégique. À l'inverse, si l'Iran ne pouvait plus exporter son pétrole par le détroit, ce serait catastrophique pour son économie. Depuis la chute du régime syrien, la totalité de ses exportations de pétrole est destinée à la Chine, confirme l'analyste de Kpler, même si le transbordement d'une partie des cargaisons au large de la Malaisie rend parfois difficile le suivi des flux. À lire aussiGuerre Israël-Iran: pourquoi bloquer le détroit d'Ormuz serait une décision très risquée pour Téhéran
This week, LNG prices rose to a 10-week high in Europe in response to the escalating conflict in the Middle East. With the shadow of a threat from Iran to close its vital waterway for global LNG shipments, in this episode, we discuss the likelihood of this happening, the political power dynamics at play and the implications for global energy markets.Richard speaks to Eurasia Group's Head of Energy and Kpler's Principal LNG Analyst about the changes in shipping movements that we have seen around the strait in response to Israel and Iran's attacks, and what this tells us about how the energy markets have so far reacted.Host: Richard SverrissonContributor: Laurence Walker - Deputy Editor-in-Chief, Montel NewsGuests:Laura Page - Principal LNG Analyst, KplerHenning Gloystein - Practice Head of Energy, Climate & Resources, Eurasia GroupEditor: Bled MaliqiProducer: Sarah Knowles
16 Jun 2025. We break down the numbers with economist Ed Bell, and look ahead to the UAE President’s visit to the G7 in Canada. Plus, we assess the latest oil market moves with Kpler’s Matt Stanley after a weekend of regional military activity. And Citi’s Ronit Ghose tells us why 2025 is shaping up to be Blockchain’s “ChatGPT moment” - and what that could mean for UAE finance.See omnystudio.com/listener for privacy information.
استعاد المشترون الصينيون اهتمامهم بسوق خام "إسبو" الروسي، بعد انخفاض الأسعار وسط عثور شركات الشحن والوسطاء على طرق تحد من تأثير العقوبات الأميركية.و من المتوقع أن تصل صادرات روسيا إلى الصين هذا الشهر إلى نحو 1.15 مليون برميل يومياً، بزيادة 16% عن فبراير، وهو أعلى معدل يومي منذ ديسمبر الماضي، وفقاً لبيانات تتبعها شركة "كبلر" (Kpler ) ويشكل خام "إسبو" الحصة الأكبر من هذه التدفقات. و لا تزال درجات النفط الروسي الأخرى القادمة من الشرق الأقصى، مثل مزيج "سوكول" و"سخالين بليند"، متأثرة بالقيود الأميركية، إلا أن الحلول البديلة المطبقة على خام "إسبو" ساهمت في إعادة التجارة والتسعير إلى المستويات الطبيعية، وبالتالي تعزيز إجمالي تدفقات الخام الروسي. الضيوف: من بيروت، د. بيير عازار الخبير بالشئون الجيوسياسية والاقتصادية، من القاهرة، حسين إسماعيل مدير مجلة الصين اليوم. إعداد وتقديم: نوران عطالله
02 Jun 2025. OPEC has announced another oil production increase. What does that mean for prices, and for the UAE? We get the view from energy expert Amena Bakr. Plus, HSBC has been asking UAE companies how tariff uncertainty is hitting their bottom line. And we meet two Dubai wellness startups giving business a healthy glow-up: Allez Kit and Humantra.See omnystudio.com/listener for privacy information.
Cela fait quatre ans que les prix du charbon n'ont pas été si bas, on parle du charbon thermique, celui qui est utilisé dans les centrales pour produire de l'électricité. Depuis leur sommet de 2022, les prix ont perdu un quart de leur valeur. Au moment du déclenchement de la guerre en Ukraine, les prix du charbon se sont envolés, comme ceux de nombreuses matières premières. La perspective d'une crise gazière avec la Russie a provoqué un regain d'intérêt pour le charbon. Les prix sont restés à leur sommet jusqu'au début 2023 avant de dégringoler. Depuis, ils évoluent dans une fourchette basse et le charbon a même retrouvé un niveau plus bas que celui d'avant-guerre. Cette chute est due essentiellement à une mécanique bien connue : quand les prix étaient à la hausse, les investisseurs ont misé sur le charbon et ont fait grimper artificiellement la demande, et donc les prix. Le contexte a poussé en parallèle les grands producteurs, la Chine, l'Inde, et l'Indonésie, à produire plus et cela a été d'autant plus facile qu'ils ont mis en service de nouvelles mines ces dernières années, rappelle le Financial Times. Des stocks au plus hautLes volumes de charbon disponibles n'ont fait qu'augmenter. Cette surabondance a fait baisser les importations des gros acheteurs, ce qui a aussi alimenté la baisse des prix : au cours des quatre premiers mois de 2025, la Chine a importé 13% de moins par rapport à la même période un an plus tôt, selon les données de suivi maritime du cabinet franco-belge Kpler, cité par l'agence Reuters. En parallèle, la production chinoise a atteint un niveau record au premier trimestre, selon l'agence Bloomberg. Ce qui n'est pas consommé, ni exporté, s'accumule. Les stocks sont si élevés que même si les prix étaient plus bas, « personne n'achèterait du charbon », assure un analyste de Kpler. Ce n'est pas la demande actuelle qui peut bousculer les choses : on est dans une période creuse pour l'hémisphère Nord : l'hiver est terminé et la saison où la Chine et l'Inde allument leurs climatiseurs n'est pas encore arrivée. Un redressement des prix à partir de cet été ?Les stocks et la production sont tels qu'ils ne sont pas de nature à relever les prix dans l'immédiat. Il y a même eu des moments ces dernières semaines où les prix du charbon chinois ont atteint un niveau inférieur aux coûts de production. Face à la chute de leurs bénéfices, ceux qui le peuvent ralentissent la cadence : c'est le cas de deux sociétés en Colombie : Cerrejón filiale de Glencore et Drummond ont annoncé des coupes de production.Les cours pourraient repartir à la hausse cet été, avec la demande estivale, selon plusieurs experts, à moins que la part d'électricité produite par énergie renouvelable connaisse une nette augmentation. C'est une éventualité en Chine où la libéralisation du marché de l'électricité sera actée à partir du mois de juin et devrait rendre les énergies renouvelables moins chères, rappelle l'agence Bloomberg. « Comme c'est le cas depuis 25 ans, la Chine, qui consomme 30% de charbon de plus que le reste du monde réuni, continuera à définir les tendances mondiales » résumait fin décembre l'Agence internationale de l'énergie dans son rapport sur les perspectives du marché du charbon.
Today we return to the oil market, a market that is in flux, both from a traditional supply and demand picture, but that is now also embroiled in geopolitics, an uncertain global trade environment and a potential recession. Is oil going lower for longer? And what about volatility? The last month or so has seen a dramatic return of volatility and associated results for traders, positive and negative. Is that set to continue? Our guest is Matt Smith, lead energy analyst for the US at the data and analytics company Kpler
16 Apr 2025. We look at how the floods reshaped everything from airport infrastructure to data resilience with insights from DXB International airport CEO Paul Griffiths. Plus, Dubizzle Group is making moves, acquiring Property Monitor. We speak to Dubizzle CEO Haider Ali Khan and Property Monitor COO Zhann Johincke on what the deal means for UAE’s property data game.See omnystudio.com/listener for privacy information.
26 Mar 2025. We look at what it could mean for oil prices with Matt Stanley, Head of Market Engagement - EMEA & APAC at Kpler. Plus, we speak to Emirates Deputy President and Chief Commercial Officer Adnan Kazim about the fine art of refitting a plane. And, are more expats embracing Abayas for Iftar? And is it driving a spike in sales. We asked Suzan Al Sadi, Fashion Designer & Co Founder at Rozan Designs Modest.See omnystudio.com/listener for privacy information.
In this episode, Hiten Patel and Marcus Hoddinott interview Francois Cazor, the chairman of Kpler, a company that provides transparency in the commodities data space. Francois shares his journey from a corporate trading background to entrepreneurship, detailing the journey taken by Kpler in its early years, including a pivot from carbon credits to the more lucrative LNG (liquified natural gas) market.The conversation highlights Kpler's focus on product-market fit, the importance of customer feedback, and the company's cultural values of humility and ambition. Francois also reflects on the commodities market's evolution, data's role in democratizing access, and his personal transition from CEO to executive chairman.
La Chine est le premier importateur mondial de pétrole. Mais face à un marché contrarié par l'accumulation de sanctions commerciales et des prix qui augmentent dans les pays du Golfe, le géant d'Asie est contraint de s'adapter et se tourne un peu plus vers le Brésil et l'Afrique. Les dernières commandes passées par les raffineurs chinois montrent un regain d'intérêt pour le Brésil et l'Angola en particulier : ce mois de février, les arrivées de pétrole brésilien en Chine devraient augmenter de près de 50% par rapport au mois dernier et celles d'Angola de 36%, selon les données de suivi maritime du cabinet franco-belge Kpler.Pour les mois de mars et avril, la tendance s'annonce similaire : l'agence de presse Bloomberg cite plusieurs cargaisons attendues en provenance toujours du Brésil, d'Angola, mais aussi du Nigeria, avec en particulier un achat de 20 millions de barils de brut nigérian, par la société publique chinoise de négoce Unipec.Angola, Nigeria, Brésil, KazakhstanCette réorganisation des approvisionnements reflète le durcissement des sanctions sur le pétrole russe et notamment celles prises par les États-Unis le 10 janvier qui visent à entraver un peu plus les exportations de ce brut bon marché. Ces sanctions poussent la Chine à reporter certains de ses achats sur les pays du Golfe où elle se fournit déjà.Mais la demande a été telle qu'elle a très vite provoqué une hausse des prix du pétrole d'Oman, de Dubaï ou encore d'Arabie saoudite – via une augmentation des primes appliquées sur ces origines par rapport au prix de référence des contrats à terme sur le Brent. Les prix pratiqués par le géant Saudi Aramco ont même atteint leur plus haut niveau depuis un an. Cette hausse pousse les raffineurs de l'Empire du Milieu à acheter moins de pétrole de la région en ce moment et à multiplier les fournisseurs.Arbitrages influencés par les tensions avec les États-UnisL'adaptation des raffineurs chinois est aussi provoquée par l'augmentation des tensions avec les États-Unis. Depuis le 10 février, Pékin impose une taxe de 10% sur le brut américain, en réponse aux mesures douanières prises par Donald Trump.Le pétrole américain ne représente qu'une infime partie de l'approvisionnement chinois – soit environ 2% en 2024 –, mais pour ne pas payer la taxe les raffineurs ont intérêt à orienter leurs achats habituels vers d'autres sources. Il n'est d'ailleurs pas exclu, selon plusieurs experts, que des cargaisons de pétrole américaines qui devaient être livrées d'ici au mois de mars soient revendues pendant leur trajet en mer, avant d'arriver en Chine. Une pratique courante dans le milieu du trading.
Les producteurs de pétrole ne se précipitent pas pour approvisionner la Syrie. Le premier appel d'offre publié par les nouvelles autorités n'a pas reçu de réponse. Un casse-tête pour le pays qui va devoir trouver d'autres solutions pour répondre à la demande en essence, gasoil et fuel. Pour ses besoins immédiats, la Syrie cherche à importer 4,2 millions de barils de pétrole brut ainsi que 100 000 tonnes de fuel et de diesel. Des volumes qu'elle va devoir se procurer auprès d'intermédiaires locaux, puisque les majors pétrolières ont boudé les derniers appels d'offres émis par Damas. Selon l'agence Reuters, certaines sources au sein de ces majors auraient avancé un manque de visibilité sur la levée des sanctions, notamment celles prises par l'Europe. L'Union européenne a ainsi déclaré lundi qu'une feuille de route pour alléger les sanctions contre la Syrie était prête, mais qu'elle prévoyait une approche graduelle et le maintien d'un cadre strict.Les majors pétrolières préfèrent attendre D'autres fournisseurs de pétrole auraient été dissuadés par les conditions financières : un paiement à crédit, assorti d'une obligation pour le vendeur de déposer une somme dans une banque syrienne allant de 200 à 500 000 dollars, selon les informations de Reuters. Cette « garantie de performance » permet à la Syrie de s'assurer qu'au dernier moment le pétrole qu'elle attend ne sera pas dérouté vers une autre destination.« La pratique est courante, explique le négociant Charles Thiémélé, directeur Afrique de la société de trading pétrolier et gazier BGN SA, et les montants demandés en dépôt n'ont rien d'exceptionnel. Ils peuvent être parfois beaucoup plus élevés dans certains pays ». Mais de fait, dans ce cas précis, la vente a été jugée trop risquée, ou assez intéressante, par les compagnies pétrolières.Plus aucune livraison d'Iran depuis novembreCe désintérêt pourrait mettre en difficulté la Syrie, et compromettre sa volonté de redresser son tissu économique. Les besoins du pays en produits raffinés sont évalués entre 100 000 et 200 000 barils jour. Ils étaient largement couverts avant la guerre par une production de 400 000 barils jours de brut. Mais depuis le début du conflit en 2011, la production nationale s'est effondrée, et le pays est devenu dépendant de l'Iran pour son approvisionnement. Or plus aucune cargaison iranienne de brut n'est arrivée depuis novembre dernier, selon les données de suivi maritime du cabinet franco-belge Kpler.La Syrie doit donc à tout prix trouver de nouveaux fournisseurs. Le risque, pour le pays, est de se retrouver à sec, et de voir rapidement les prix grimper à la pompe, ce que cherche généralement à éviter un gouvernement nouvellement installé. À lire aussiLa Turquie propose d'aider la Syrie à reconstruire son système énergétique sur fond d'enjeux stratégiques
On Episode 480 of The Core Report, financial journalist Govindraj Ethiraj talks to Viktor Katona, head of oil analysis at energy research firm Kpler as well as Rama Bijapurkar, author, business advisor and researcher of Indian consumer markets. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets hit a 7-month low, some fund managers still wary of valuations (04:45) Rupee slides past 86 to the US Dollar for the first time (05:21) Shipments of Russian oil to India assured for now as India braces for impact (06:56) Why oil prices are falling and India's bargaining stance (15:14) How to interpret consumption trends in India when data is weak Register for India Energy Week, Feb 11-14 Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
24 Dec 2024. Holiday travel chaos hits the UK as strong winds disrupt flights. Aviation expert Nick Humphrey of Norton White unpacks the challenges, shares travel tips, and reflects on the year in aviation. Plus, festive gifting drives a 44% boost in MENA e-commerce. Ekaterina Gorbacheva, Head of Global Expansion at Flowwow, joins us to discuss Christmas trends and what’s ahead for 2025.See omnystudio.com/listener for privacy information.
NASA's Jet Propulsion Laboratory (JPL) has announced that it will be making layoffs. Rocket Lab announced revenue grew 55% year-on-year to $105 million in their financial updates from the last quarter. Spire Global has announced an agreement to sell its maritime business to Kpler for approximately $241 million, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our weekly intelligence roundup, Signals and Space, and you'll never miss a beat. And be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Ivan Novikov, CEO of Wallarm. You can connect with Ivan on LinkedIn, and learn more about Wallarm on their website. Selected Reading JPL Workforce Update - NASA Rocket Lab Announces Third Quarter 2024 Financial Results, Posts 55% Year-on-Year Growth and Guides to Record Revenue in Q4- Business Wire Spire Global Announces Strategic Business Update; Debt to be Eliminated NASA Welcomes Denmark as Newest Artemis Accords Signatory GITAI Raises an Additional US$15.5 Million in Funding ispace Reports Q2 Financial Results for FY Ending March 2025 and Mission 2 Launch Scheduled No Earlier Than Jan. 2025 Rivada Expands Market Access to 18 Countries, Adds New Spectrum Sidus Space Selected to Exclusively Build Lonestar Data Holding Lunar Data Storage Spacecraft Fleet SDA Selects Vendor to Deliver Advanced Fire Control Ground Infrastructure Sony Space Communications Corporation and Astro Digital Announce Agreement to Design, Manufacture and Launch Two Satellites Trump names Elon Musk to lead government efficiency drive- Reuters Viasat and Altán Join Forces to Launch First-of-Its-Kind LTE Home and Mobile Broadband Service over Satellite in Mexico NASA Funds New Studies Looking at Future of Sustainable Aircraft ESA - Happy New Year on Mars T-Minus Crew Survey We want to hear from you! Please complete our 4 question survey. It'll help us get better and deliver you the most mission-critical space intel every day. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
Les exportations de charbon américain en Afrique ont bondi lors des huit premiers mois de l'année, avec deux destinataires majeurs, le Maroc et l'Égypte. Ces ventes illustrent l'essor de la consommation de charbon sur le continent depuis deux ans, à l'inverse de la tendance observée en Europe et en Amérique du Nord. L'année n'est pas finie, mais à ce stade, les États-Unis s'imposent comme le fournisseur numéro 1 de charbon à l'Afrique, selon les données de suivi maritime du cabinet franco-belge Kpler cité par l'agence Reuters : de janvier à fin août, 64 % du charbon importé par le continent était américain. On parle là de charbon thermique, celui qui sert aux centrales électriques et aux chaudières industrielles, mais aussi aux cimenteries et aux briqueteries par exemple qui nécessitent une source d'énergie bon marché.Au cours du premier semestre, les exportateurs américains ont expédié la quasi-totalité (98 %) de leur charbon destiné au continent, vers deux pays : l'Égypte et le Maroc. Onze jours de trajet entre Baltimore et CasablancaUne des explications réside dans le temps de transport : il ne faut compter par exemple que 11 jours de trajet pour un navire qui va de Baltimore à Casablanca, soit un temps de parcours plus court qu'un long transfert par voie terrestre à travers le continent africain. Le fort pouvoir calorifique du charbon thermique américain justifie aussi l'engouement pour cette origine, c'est en tout cas l'explication donnée par l'Agence américaine d'information sur l'énergie (EIA).Il y a aussi tout simplement la demande intérieure très forte dans ces pays du nord de l'Afrique : au Maroc, plus de 60 % de l'électricité du pays est toujours dépendante du charbon. En Égypte, les besoins sont tels que, selon le cabinet Kpler, les importations ont augmenté en 2024 de 100 000 tonnes par mois par rapport à l'année dernière.Demande soutenue depuis deux ans en AfriqueSi les États-Unis ont exporté plus vers l'Afrique, c'est aussi qu'ils ont vendu beaucoup moins à l'Europe cette année, en raison d'un hiver doux, et d'une plus grande utilisation du gaz naturel par les compagnies d'électricité ainsi que d'une augmentation de la production à partir de sources renouvelables selon l'EIA. C'est aussi que leur consommation intérieure à tendance à baisser, laissant plus de volumes disponibles à l'exportation pour répondre à des marchés en pleine expansion comme celui du continent africain. En deux ans, l'Afrique a vu ses achats de charbon augmenter de plus de 10 %.À écouter aussiGlencore fait volte-face et renonce à se séparer de sa division charbon
04 Sep 2024. We get analysis on that stock plunge with Monte Safieddine, Market Analyst, IG. Plus, reaction to the overnight oil price drop with Matt Stanley Head of Market Engagement, EMEA & APA, Kpler and Ed Bell, Chief Economist, Emirates NBD. And, as the demand of PA's and EA's sky rockets, we speak to Tracey Irwin, Founder & Managing Director, Irwin & Dow. We also speak to Megha Merani, Senior Editor, AGBI about India's trade with the GCC which has fallen in the last year.See omnystudio.com/listener for privacy information.
- Matt Bennett, AgMarket.net- Viktor Katona, Kpler.com ★ Support this podcast ★
On Episode 310 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, managing director of DRChoksey FinServ, Dipen Mehta, founder director at Elixir Equities as well as Viktor Katona, lead crude analyst at Vienna based energy intelligence firm Kpler.SHOW NOTES(00:00) Stories Of The Day(02:36) The stock markets fall close to 6% as BJP is forced into a coalition to govern(04:49) Why did the markets fall so much and what stocks led the fall?(12:22) As markets look beyond Modi stocks, what are the new investment themes going forward?(22:56) Oil prices are still falling, which is good news for India too. What is driving it and how long could it remain low?For more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
That's according to the Financial Times. Matt Stanley, Head of Market Engagement, EMEA & APA at Kpler disagree, he told us why. Plus, we look at what the increase in business Etihad Credit Insurance tells us about the UAE's export sector with CEO Raja Al Mazrouei. And we talk the finance of football, after Al Ain's dramatic victory in Saturday's Asian Champions League final with sports dealmaker Marc Archer.See omnystudio.com/listener for privacy information.
- Ishan Bhanu, Kpler.com- USDA Weekly Crop Progress State Reports- Don Day, DayWeather.com ★ Support this podcast ★
Quelle stratégie face à la volatilité des prix de l'électricité?Le 8e épisode de notre podcast mensuel Connexions s'intéresse aux prix de l'électricité avec un débat entre Sarah Lamy de la Chapelle, Senior Originator Renewable Energy chez Statkraft et Emeric de Vigan, Vice-Président Power chez Kpler. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
Speaker: Natasha Kaneva, Head of Global Commodities Research Our Brent outlook continues to project a tightening market with prices rising from here by another $10 by May with zero risk premium and a 400 kbd unwind of voluntary cuts. So how do we get there? Same as in the third quarter of last year, via a drop in inventories. On a global scale, the world's onshore crude inventories sit at 4.4 billion barrels—a record low since the start of 2017, when Kpler began tracking the data. Incoming demand data suggest an improving rather than cooling global economy while OPEC+ crude exports have been declining. This podcast was recorded on Feb. 9, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4620490-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss various energy news topics, including the resurgence of coal exports from the US to countries like India and China, challenges facing the adoption of electric vehicles in the US, Duke Energy's plan to delay its climate targets in North Carolina due to increased demand, and Massachusetts' order to transition away from natural gas. They also analyze BP's earnings report, noting its focus on reducing oil production while increasing investments in renewables and low-carbon businesses, despite some inconsistencies in their strategy. The discussion touches on market trends, including natural gas consumption, oil prices, and the outlook for renewable energy adoption. Overall, they highlight the complexities and contradictions within the energy industry's transition towards sustainability.Highlights of the Podcast00:00 - Intro01:33 - Biden Makes Coal Great Again As Exports Soar To India03:34 - Why Americans don't want electric vehicles08:04 - Facing demand increase, Duke Energy seeks to delay its 2030 climate target in North Carolina 10:40 - More questions than answers after Massachusetts order to transition from natural gas13:14 - Markets Update14:58 - EIA “Short-Term Energy Outlook”17:12 - BP beats forecast with $3 billion quarterly profit, boosts buybacks26:45 - Outro Please see the links below for articles that we discuss in the podcast.Biden Makes Coal Great Again As Exports Soar To IndiaFebruary 6, 2024US thermal coal exporters recorded more than $5 billion in overseas sales in 2023, shipping upwards of 32.5 million metric tons of the high-polluting power fuel, according to Reuters, citing data from ship-tracking firm Kpler. These […]Why Americans don't want electric vehiclesFebruary 6, 2024Not long ago, pundits were telling us that gasoline-powered cars would soon vanish from the streets, replaced by sleek, space-age vessels powered by electricity. But consumer demand for electric cars never matched the hype. Fewer […]Facing demand increase, Duke Energy seeks to delay its 2030 climate target in North Carolina February 6, 2024 Facing a massive projected increase in electricity demand, Duke Energy on Wednesday proposed what advocates called a “tripling down” of new gas plants and scuttling a 2030 deadline to significantly curb its carbon pollution. […]More questions than answers after Massachusetts order to transition from natural gasFebruary 6, 2024 Massachusetts utilities, regulators, and lawmakers are beginning to chart their next steps following an order issued two months ago that signaled the beginning of the end of natural gas in the state. While hailed […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsENBEnergy DashboardENB PodcastENB Substack– Get in Contact With The Show –
On today's episode, financial journalist Govindraj Ethiraj talks to Viktor Katona, Lead Crude Analyst at Vienna based trade intelligence firm Kpler as well as G Chokkalingam, Founder of Equinomics Research.SHOW NOTES(00:00) Stories Of The Day(01:19) Markets are up again in anticipation of friendly Interim Budget(04:22) Most new investors are not buying large cap stocks, its 1 or 2 digits that are catching fancy(12:09) Global oil action will now be in the Atlantic basin with India expected to drive up demand in Asia(21:11) The Government finally cuts import duties on components for mobile phone manufacture(22:20) RBI asks Paytm to cease most transaction linked businesses by March 15(23:33) Elon Musk's $56 Billion Salary from Tesla struck down by courtFor more of our coverage check out thecore.in--Support the Core Report--Head to www.indiaenergyweek.comJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Face à la crise en mer Rouge, le transport de céréales et de grains a dû s'adapter. Plusieurs bateaux ont été déroutés ces derniers jours, et la carte des approvisionnements chinois est en train de se redessiner. Sans impact pour l'instant sur les prix. Sept millions de tonnes de grains transitent chaque mois par le canal de Suez, et pour ce mois de janvier, plus de la moitié ont déjà été détournées, avec 16 navires, rien que la semaine dernière, qui ont changé de route, selon les données de suivi maritime du cabinet franco-belge Kpler, cité par l'agence Reuters. L'essentiel des volumes concernés est destiné à la Chine, moteur du marché des céréales et des oléagineux. L'allongement du trajet pourrait, si la crise devait durer, redessiner la carte des approvisionnements chinois. Le contexte devient en effet de plus en plus favorable à des fournisseurs qui n'empruntent pas le canal de Suez, tels que l'Australie, en pleine récolte actuellement, ou l'Argentine qui, après de longs mois de négociation, vient tout juste d'obtenir l'autorisation de Pékin d'exporter son blé en Chine, explique Damien Vercambre du cabinet Intercourtage.Exportateurs pénalisésLes États-Unis qui exportent du soja, du maïs, du blé et du sorgho vers l'Empire du Milieu pourraient en revanche souffrir. L'essentiel des marchandises expédiées depuis le golfe du Mexique, transitait jusque-là via le canal de Suez. Changer de route voudrait dire exporter une partie par voie terrestre pour embarquer depuis la côte Pacifique, une adaptation logistique, peu envisageable à ce stade. La France pourrait également être impactée par les nouvelles contraintes qui se posent. En janvier, elle a vendu autour de 600 000 tonnes de blé à la Chine, qu'il va bien falloir acheminer à destination, s'inquiète un négociant.Pas de perturbation des prixLa France et l'Europe sont par ailleurs de grands importateurs de canola-colza australien qui transite d'ordinaire par la mer Rouge et qui est donc potentiellement affecté par les perturbations. Pour l'heure, « c'est loin d'être un problème, rassure Gautier le Molgat PDG d'Argus Média France, mais c'est un point à suivre ».Malgré ces incertitudes et les changements de route, le cours des grains n'a pour l'instant pas été impacté. Et cela pourrait continuer ainsi « tant que les importations chinoises ne sont pas pénalisées », explique l'expert, autrement dit, tant qu'il y a de l'offre et que les flux sont maintenus vers le premier acheteur mondial.
On today's episode, financial journalist Govindraj Ethiraj talks to Viktor Katona, lead crude analyst at Vienna-headquartered energy research firm Kpler as well as Rahil Shaikh, Managing Director of MEIR Commodities, a sugar trading company. SHOW NOTES(00:00) Stories Of The Day(01:19) Sensex hits 70,000 as markets pause for breath.(02:15) Oil continues to trade weak as demand signals stutter.(07:55) Government's move to ban use of sugarcane juice for ethanol could add a month's additional sugar stock.(16:07) India's alcohol market is growing and Coca Cola finds a way in.(18:03) India's travel and tourism sector to grow a healthy 12% says Crisil(19:53) Australia starts to cut back on record high migration.For more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In this episode of The SaaS SEO Show, we interviewed Ilias Galiotos, Senior SEO & Paid Advertising Manager at MarineTraffic/Kpler, and discussed marketing for niche SaaS companies, MarineTraffic's content strategy, and more.************************Timestamps: (00:00) - Intro. (01:12) - Who is Ilias Galiotos? (01:53) - Ilias's background. (03:18) - What is MarineTraffic? (04:17) - MarineTraffic's niche market. (06:04) - How do you approach the company's core segments? (07:33) - Where do these people “live” online? (10:41) - Main pillars of MarineTraffic's content strategy. (13:18) - Challenges in content creation for MarineTraffic. (15:38) - Handling bad news. (18:40) - Handling references from publications and news sites. (21:16) - Embed MarineTraffic's vessel map into websites. (22:40) - How to maintain visibility for the terms with business impact. (27:41) - Ilias's thoughts on AI. (29:22) - What does the future hold for niche SaaS companies? (34:53) - Learn more about Ilias and MarineTraffic and get in touch. (35:22) - Outro. ************************Useful Links:Website: https://www.marinetraffic.com/ & https://www.kpler.com/Ilias on LinkedIn: https://www.linkedin.com/in/iliasgaliotos/************************Stay Tuned:► Website: https://minuttia.com► YouTube: https://bit.ly/2BZJmhb► LinkedIn: https://bit.ly/2DHaJNr************************Don't forget to leave us a five-star review and subscribe to our YouTube channel.
In the Daily Energy News podcast, hosts Stuart Turley and Michael Tanner discuss various energy-related topics. They touch on issues such as Europe's wind power goals facing security challenges, with concerns about offshore wind farms lacking proper surveillance. The hosts also debate the effectiveness of sanctions on Russia and their impact on oil exports, as well as the potential for nuclear energy to play a significant role in achieving carbon net zero goals. Additionally, they highlight the World Bank's warning about the potential for oil prices to surge to $150 per barrel if conflicts in the Middle East escalate. Overall, the podcast covers a range of critical energy issues and explores different perspectives on these topics.Highlights of the Podcast00:00 - Intro01:31 - Europe's wind power goal hits new snag: security09:00 - Uranium Demand Hits Decade High As Nuclear Renaissance Gains Traction 11:26 - World Bank warns oil price could soar to record $150 a barrel 15:34 - Russia's Oil Exports Climb Despite Its Commitment To Cut Supply 16:53 - Russia poised to ‘sharply increase' oil exports in November – Kpler 18:51 - EU looks to expand sanctions on Russia – Bloomberg20:35 - OutroPlease see the links below for articles that we discuss in the podcast.Europe's wind power goal hits new snag: securityNorth Sea countries to aim to quadruple offshore wind, security plans vague Most governments say offshore developers should pay for security Developers say states should pay to protect territorial waters As Europe turns to renewable […]Uranium Demand Hits Decade High As Nuclear Renaissance Gains TractionRising climate change awareness is leading to a renewed interest in nuclear energy, with public support in the U.S. at a decade high. Recent advances in small modular reactors and existing nuclear infrastructure position nuclear […]World Bank warns oil price could soar to record $150 a barrelEscalation of Israel-Hamas war into Middle East-wide conflict would disrupt oil supplies and stoke food prices, says Bank Oil prices could soar to a record high of more than $150 a barrel if the war between […]Russia's Oil Exports Climb Despite Its Commitment To Cut SupplyBy Tsvetana Paraskova of OilPrice.com Russia's crude oil exports by sea have been exceeding the country's targeted export reductions as part of the OPEC+ pact for weeks, with the most recent week's observed shipments as […]Russia poised to ‘sharply increase' oil exports in November – KplerAnalysts link the move to maintenance works at several refineries and higher global crude prices Russia is likely to sharply increase oil exports in November, business daily Kommersant reported on Tuesday, citing Kpler analysts. According […]EU looks to expand sanctions on Russia – BloombergThe bloc has so far imposed 11 packages of restrictions against Moscow over the Ukraine conflict The European Union is in talks on a new round of sanctions that would impact some €5 billion ($5.3 […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsENBEnergy DashboardENB PodcastENB Substack– Get in Contact With The Show –
In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley, discuss various energy-related topics. They start with Russia's sharp increase in oil exports for November, despite their commitment to cut supply, and the EU's plans to expand sanctions on Russia. They also explore Norway's changing stance on electric cars and the challenges they face. In California, they discuss the conundrums surrounding electric vehicles and their impact on the state. In the financial segment, they highlight Northern Oil and Gas's strong quarterly results and discuss the Fed's decision to keep interest rates steady. The hosts anticipate potential market volatility due to global events and the lack of investment in oil production. They also mention ongoing earnings reports in the energy sector and upcoming podcast interviews with African petroleum leaders.Highlights of the Podcast00:00 - Intro03:47 - Russia poised to ‘sharply increase' oil exports in November – Kpler05:09 - Russia's Oil Exports Climb Despite Its Commitment To Cut Supply06:38 - EU looks to expand sanctions on Russia – Bloomberg08:58 - Why Norway — the poster child for electric cars — is having second thoughts12:14 - California's EV conundrums14:25 - Markets Update19:10 - Earnings: Northern Oil and Gas reported strong earnings with record quarterly production.22:12 - OutroPlease see the links below for articles that we discuss in the podcast.Russia's Oil Exports Climb Despite Its Commitment To Cut SupplyBy Tsvetana Paraskova of OilPrice.com Russia's crude oil exports by sea have ben exceeding the country's targeted export reductions as part of the OPEC+ pact for weeks, with the most recent week's observed shipments as […]Russia poised to ‘sharply increase' oil exports in November – KplerAnalysts link the move to maintenance works at several refineries and higher global crude prices Russia is likely to sharply increase oil exports in November, business daily Kommersant reported on Tuesday, citing Kpler analysts. According […]EU looks to expand sanctions on Russia – BloombergThe bloc has so far imposed 11 packages of restrictions against Moscow over the Ukraine conflict The European Union is in talks on a new round of sanctions that would impact some €5 billion ($5.3 […]Why Norway — the poster child for electric cars — is having second thoughtsOSLO, Norway — With motor vehicles generating nearly a 10th of global CO2 emissions, governments and environmentalists around the world are scrambling to mitigate the damage. In wealthy countries, strategies often revolve around electrifying cars — and […]California's EV conundrumsWithout crude oil that is the basis for most of the products now in society, citizens of developing nations may never be able to enjoy the abundant lifestyles available to wealthier countries. As California is […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsENBEnergy DashboardENB PodcastENB Substack– Get in Contact With The Show –
We get the reaction to the Apple launch of Dubai-based tech journalist Daanesh Kalyaniwalla. Plus, we get the lowdown on the Lulu IPO, from lawyer Andrew Tarbuck, Partner, Head of Capital Markets, Al Tamimi & Company. And, talking oil demand with Matt Stanley, Client Liaison Lead, Middle East, Africa and Asia, Kpler & Co-host of the Smoking Barrel Podcast.See omnystudio.com/listener for privacy information.
08 Aug 2023. Aramco profits still stand at 30 billion dollars & Matt Stanley of Kpler explains what's the story behind the number. Plus, we look at the Egyptian economy after their 100 basis point hike in rates with Carla Slim of Standard Chartered Bank. And, we look at Dubai's booming hospitality sector with David Allan of Radisson.See omnystudio.com/listener for privacy information.
We asked Toshita Chauhan, Business Head of Policybazaar.ae where do we stand with travel insurance when it comes to cancellations. Plus, with the Dow Jones stock index enjoying its longest rally since 2017, where should you invest? Veteran investor Gary Dugan joins us live. And do we need more oil? IEF says the world could face an oil shortage. Oil expert Matt Stanley, Partnerships Lead, Middle East at Kpler shared his take.See omnystudio.com/listener for privacy information.
10 May 2023. ADNOC will list 15% of its logistics and services unit - and we asked Matt Stanley of Kpler what this means for the company. Plus, we talk trust in UAE companies on the back of an international report with H.E Tariq Bin Hendi, Middle East Chairman, Edelman. And, we ask for your suggestions of the UAE equivalent of 'leave some butter on your bread' when it comes to IPO listings. See omnystudio.com/listener for privacy information.
It's day 1 and we've got Emirates Airline CCO Adnan Al Kazim in studio to explain how the tourism industry is in terms of recovery. Plus, focus on the Saudi tourism market with Muzzammil Ahussain, CEO, Almosafer. And the economist's view of what rising petrol prices mean for our cost of living with Daniel Richards of Emirates NBD. We also find out how the rise echoes what's happening in energy markets with oil expert Matt Stanley.See omnystudio.com/listener for privacy information.
On this episode of the Startup Science Podcast, Greg has the privilege of speaking with the one and only Argyris Stasinakis, a true visionary and pioneer in the world of maritime technology. Join them as they explore Argyris's journey, from his early days as an entrepreneur to his current role as Executive Partner and Board Member at MarineTraffic. Discover how he turned MarineTraffic into a global leader in ship tracking and data intelligence, revolutionizing the way we understand and navigate the world's oceans. Argyris shares his insights on the importance of innovation, collaboration, and resilience in building successful businesses. He also discusses the exciting acquisition of MarineTraffic by Kpler, and the potential for data intelligence to transform the maritime industry's future. Whether you're an aspiring entrepreneur or simply interested in the world of business, this episode is a must-listen. So grab your earbuds and join us as we embark on an inspiring journey with one of the brightest minds in the world of business.
03 April 2023. Oil surged 5% in early Asian trade after OPEC+ announced production cuts of more than a million barrels a day - we get reaction from economist Daniel Richards of Emirates NBD & former oil broker Matt Stanley (currently of Kpler). Plus, which professions are the most and least reliable? We hear from Nigel Sillitoe of Insight Discovery and their latest survey. And, Thomas Pramotedham, CEO, Presight AI joined us to discuss his company's success after announcing their listing on the ADX. See omnystudio.com/listener for privacy information.
21 March 2023. We cross live to San Francisco where our correspondent is Brandy Scott! She's meant to be there on holiday, but has of course been covering the banking crisis. We also hear from Dr. Stefan Gerlach, chief economist at EFG Bank in Zurich & Steve Brice, Group Chief Investment Officer at Standard Chartered Private Bank about whether this is similar to the banking sector collapse of 2008 with the Lehman Brothers. Plus, we talk about the oil leak in Kuwait that has led to a state of emergency in the country with Matt Stanley of Kpler.See omnystudio.com/listener for privacy information.
We find out what that means for us and for the global oil prices with Ed Bell of Emirates NBD and Matt Stanley of Kpler. Plus, we discuss the risks & rewards of the growing demand for second passports. And, we talk to Sky Kurtz of Pure Harvest Smart Farms about how UAE grown produce is going to Saudi Arabia. See omnystudio.com/listener for privacy information.
Dr. Sultan Al Jaber has been named the President-elect ahead of the climate change conference COP28 in the UAE later this year. We speak to Stuart Fleming of Enviroserve about the UAE's preparations. Plus, US inflation has fallen to 6.5% - its lowest level in a year. We get the US details from Preston Caldwell of Morningstar Research in Chicago while the local take with Daniel Richards of Emirates NBD. And, we look at the top energy stories this week with Matt Stanley of Kpler. See omnystudio.com/listener for privacy information.
"俄羅斯宣布對實施價格上限的國家禁止石油禁令 俄羅斯週二（12月27日）禁止向西方國家一致的價格上限的國家和公司進行石油銷售，並短暫地幫助提高了原油價格。 “俄羅斯石油和石油產品向外國法律授權" "啟動AD- #TheMummichogBlogoFmalta Amazon Top和Flash Deals（會員鏈接 - 如果您通過以下鏈接購買，您將支持我們的翻譯）-https：//amzn.to/3feogyg 僅在一次搜索中比較所有頂級旅行網站，以在酒店庫存的最佳酒店交易中找到世界上最佳酒店價格比較網站。 （會員鏈接 - 如果您通過以下鏈接購買，您將支持我們的翻譯）-https：//www.hotelscombined.com/?a_aid=20558 “因此，無論您希望別人對您做什麼，也對他們做，因為這是法律和先知。”“ #Jesus #Catholic。 “從受孕的時刻，必須絕對尊重和保護人類的生活。從他生存的第一刻起，必須將一個人承認為擁有一個人的權利 - 其中每種無辜者都是無辜的權利。”天主教教堂的教理2270。 墮胎殺死了兩次。它殺死了嬰兒的身體，並殺死了母親的科學。墮胎是深刻的反婦女。它的受害者中有三個季節是女性：一半的嬰兒和所有母親。 流暢的馬耳他無線電是馬耳他的第一號數字廣播電台，演奏您的輕鬆最愛 - Smooth提供了“無混亂”的混音，吸引了35-59個核心觀眾，提供柔和的成人現代經典。我們操作一個流行曲目的播放列表，並定期更新。 https://smooth.com.mt/listen/ 馬耳他是一顆地中海寶石，等待被發現。馬耳他擁有文化和歷史，娛樂和放鬆，冒險和興奮的獨特結合，也是出國留學的理想之地。實際上，它擁有世界上最優秀的學習機構。 -https：//www.visitmalta.com/ 關注電報：https：//t.me/themummichogblogdotcom Tumblr：https：//www.tumblr.com/themummichogblogofmalta blogspot：https：//themummichogblogofmalta.blogspot.com/ 論壇：https：//groups.google.com/g/themummichogblog Facebook：https：//www.facebook.com/groups/chinesecommunitymalta 結束廣告" "總統法令說，如果直接或間接的這些用品合同使用價格上限，則將禁止ES和個人。 該法令將於2月1日至7月1日生效。 它補充說，根據俄羅斯總統弗拉基米爾·普京（Vladimir Putin）的“特別決定”，可以在個別案件中取消該禁令。 歐盟，G7和澳大利亞同意的每桶60美元的價格上限於12月初生效，並試圖限制俄羅斯的收入，同時確保莫斯科繼續提供全球市場。 石油價格最初是在公告中躍升的，分析師指出，由於漫長的COVID-19限制後，中國重新開放行動，人們對更強勁的需求期望。 但是，到交易會結束時，石油價格的大部分收益已經蒸發。分析師指出，莫斯科的舉動不會阻礙向印度，中國和其他未加入價格上限的進口商的交付。 Kpler的馬特·史密斯（Matt Smith）說，俄羅斯的行動“不應該為市場帶來太多驚喜，因為最近幾個月我們聽到了這些行動。” “它會使事情有點收緊，但不要太多。” 布倫特石油公司（Brent Oil Futures）在二月份的交付期限升至0.5％，每桶84.33美元。 美國基準西得克薩斯州在2月份交付的中級票價低於0.1％至每桶79.53美元。 該上限與俄羅斯原油的海上交付有關，旨在確保俄羅斯不能以高價將其石油出售給第三國，以確保俄羅斯不能繞過禁運。 俄羅斯表示，上限不會影響其在烏克蘭的軍事運動，並表示有信心會找到新買家。 https://www.euractiv.com/section/global-europe/news/russia-announces-oil-ban-to-countries-that-imposed-price-cap/?utm_source=piano&utm_medium=email&utm_campaign=9722&pnespid=tuhjGiJNMbobwOvF_C2mF8mBshi_VcomI.W_mrQ0sRdmqPz9EDWUq2uW .ini_mpzs13olojspa "
Concerns over a supply shortfall are rising as much of Europe experiences a cold snap. Gas storage units are full, Russian gas is still flowing and industrial demand is almost down by a quarter, but what is the outlook for the coming months and the coming winter? Listen to a discussion on the key supply and demand fundamentals, and the impact of easing Covid lockdowns in China on LNG flows. Could wholesale gas prices return to EUR 300/MWh seen last August?Host: Richard Sverrisson, Editor-in-Chief, MontelGuests: Nadia Martin Wiggen, Energy Analyst, Pareto and Eleni Papadopoulou, Lead Gas LNG Insights Research, Kpler
We speak to the CEO of the school operator Taaleem Holdings, Alan Williamson to give us an idea of the thinking behind the IPO and how much they intend to raise. Plus, UAE fuel prices have risen, we speak to energy expert Matt Stanley. And, the Dubai Financial Services Authority's (DFSA) Crypto Token regime comes into force today. Peter Smith, MD at the DFSA explains the intention and opportunity behind the regime.See omnystudio.com/listener for privacy information.
Ce mardi 11 octobre, la hausse des cours du pétrole qui doit déjà faire face aux grèves dans les raffineries et les pénuries dans les stations-service a été abordée par Alexandre Andlauer, analyste chez Kpler, Raphaël Bloch, cofondateur et rédacteur en chef de TheBigWhale, Benaouda Abdeddaïm, éditorialiste à BFM Business, et Emmanuel Lechypre, éditorialiste économique à BFM Business, reçus par Laure Closier et Christophe Jakubyszyn dans l'émission Good Morning Business sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
We speak to energy expert Matt Stanley from Kpler about this deal as well as ADNOC's plans to increase production ahead of schedule. Plus, hotel chain IHG will grow their number of rooms by about 40% over the next 3 to 5 years. Haitham Mattar, Managing Director, India, Middle East and Africa explains how many will be in the region. And, we talk the big Porsche IPO with Monte Saffiedine of IG. See omnystudio.com/listener for privacy information.
Etihad Airways has announced that passengers will only be allowed one handbag with them when boarding the plane. We talk to Martin Drew, Senior Vice President Global Sales & Cargo at Etihad about how they will enforce it and also about the surge in travel demand they are seeing this summer. Plus, we discuss what could come out of the big OPEC meeting in Vienna with oil expert Matt Stanley. And, we talk high real estate transactions with Sarah Hewerdine of houza. See omnystudio.com/listener for privacy information.
Study Shows Excess Corporate Profits in the US Have Become ‘Widespread': A new research paper finds that corporate price markups and profits jumped to their highest levels in seven decades last year. A new paper published Tuesday shows that U.S. corporate price markups and profits surged to their highest levels since the 1950s last year, bolstering arguments for an excess profits tax as a way to rein in sky-high inflation. Authored by Mike Konczal and Niko Lusiani of the Roosevelt Institute, the analysis finds that markups—the difference between the actual cost of a good or service and the selling price—”were both the highest level on record and the largest one-year increase” in 2021. Supreme Court Ruling Turns Separation of Church and State Into ‘Constitutional Violation,' Warns Sotomayor: “We are witnessing one of the most extreme Supreme Courts in modern history rewrite the most basic social commitments of our society,” said the head of one of the nation's largest teachers unions. U.S. Supreme Court Justice Sonia Sotomayor on Tuesday warned that the court's right-wing majority had further eroded the nation's bedrock laws separating church and government when it ruled that Maine must include religious schools in a state-run tuition program. “Today, the court leads us to a place where separation of church and state becomes a constitutional violation,” wrote Sotomayor in the minority's dissent of the 6-3 decision. Asia is buying discounted Russian oil, making up for Europe's cutbacks.: A surge in demand from Asia for discounted Russian oil is making up for the sharply lower number of barrels being sold to Europe, dulling the effects of the West's efforts to punish Moscow over its invasion of Ukraine and keeping revenue flowing to the Kremlin. Most of the additional oil has gone to two countries: China and India. China's imports of Russian oil rose 28 percent in May from the previous month, hitting a record high and helping Russia overtake Saudi Arabia as China's largest supplier. And most of the increase went to India, which has gone from taking in almost no Russian oil to bringing in more than 760,000 barrels a day, according to shipping data analyzed by Kpler, a market research firm. Expectations about prosecuting Trump may be shifting: Many Republicans and mainstream media commentators have intoned that the House Jan. 6 committee's hearings wouldn't draw ratings or change voters' minds. That was wrong. In fact, the evidence presented thus far has been far more impactful than the punditocracy predicted. The first hearing, shown in prime time, generated close to 20 million viewers. The next, during midmorning, attracted 11 million. But even that misses the true impact. --- Send in a voice message: https://anchor.fm/politicsdoneright/message Support this podcast: https://anchor.fm/politicsdoneright/support
As average U.S. gas prices move toward $5 per gallon and diesel zips toward $6, consumers are feeling the pain in their pocketbooks – and adjusting their spending. At the same time, supply chains are adjusting to ever-mounting fuel costs and passing along the pressure. In the latest episode of The Dairy Download, two experts weigh in on record volatility in oil, gas and diesel markets and let us know if relief is in sight. First up is Matt Smith, Lead Oil Analyst – Americas with Kpler, which offers news, forecasts and analysis on commodity markets. While price swings aren't new in oil markets, they are reaching unprecedented highs. How are Americans adapting to higher costs to fill up their tanks? And what should your strategy be when trading commodities? Smith weighs in.Next, we speak with Craig Fuller, founder and CEO of FreightWaves, a supply chain intelligence platform. Spot trucking rates are easing, and more drivers are climbing behind the wheel. But rising prices at the pump are keeping shipping costs on the upswing. Fuller discusses the state of freight and how technology is shaping the industry of the future.If your company is interested in sponsoring a block of episodes of The Dairy Download, contact IDFA's Melissa Lembke at mlembke@idfa.org. Questions or comments about the show? We want to hear from you. Send a note to dairydownload@idfa.org and your feedback could be included on a future episode.
Crude (/CL) is back up over $100 per barrel. On the bearish side, you have the Chinese lockdowns of tens of millions of people and on the bullish side, you have Russia waiting to see how much of the supply is going to come off the market, explains Matt Smith, Lead Oil Analyst, Americas at Kpler. These factors will contribute to higher volatility going forward, he adds. Matt discusses the continued high global imports of oil. Matt and Ben discuss natural gas (/NG) and the bullish factors pushing up natural gas prices.
The increase is the first in the US since December 2018, and is aimed at controlling the country's worryingly high inflation. We get reaction to the announcement from Greg McBride, analyst at the personal finance firm Bankrate. Britain's prime minister Boris Johnson is in the Gulf this week, asking the UAE and Saudi Arabia to pump more oil in a bid to keep prices lower. Matt Smith is from the data and analytics firm Kpler, and tells us what he thinks Mr Johnson is hoping to achieve through his visit. Also in the programme, the US is looking to potentially tap into Venezuela's oil reserves to plug a global shortage, despite enmity between the two countries. Antero Alvarado is an energy consultant in Caracas, and tells us about the current state of his country's oil industry. Plus, the BBC's Ed Butler asks what will happen next to Chelsea Football Club, after British government sanctions against its owner Roman Abramovich curtailed the club's income. And as the US plans to make Daylight Savings Time permanent, we ask Professor Nicholas Sanders at Cornell University in upstate New York what the economic benefits could be. Plus, we hear the latest from the UK as journalist Nazanin Zaghari-Ratcliffe lands in the UK after being imprisoned for 6 years in Iran on allegations that she was a spy. Fergus Nicoll is joined throughout the programme by Stefanie Yuen Thio, joint managing partner at TSMP Law in Singapore and by Kimberly Adams, correspondent at our sister station Marketplace in Washington DC. (Photo: Federal Reserve Chairman Jerome Powell. Credit: Getty Images)
The increase is the first in the US since December 2018, and is aimed at controlling the country's worryingly high inflation. We get reaction to the announcement from Greg McBride, analyst at the personal finance firm Bankrate. Britain's prime minister Boris Johnson is in the Gulf this week, asking the UAE and Saudi Arabia to pump more oil in a bid to keep prices lower. Matt Smith is from the data and analytics firm Kpler, and tells us what he thinks Mr Johnson is hoping to achieve through his visit. And as the US plans to make Daylight Savings Time permanent, we ask Professor Nicholas Sanders at Cornell University in upstate New York what the economic benefits could be.
Lead Oil Analyst for KPLER, Matt Smith joins Brian Kelly talking about how much oil is imported from Russia, Keystone Pipeline and more
Guest: Matt Smith, lead oil analyst for Americas at Kpler
Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net
OPEC has been the market maker, says Matt Smith of Americas at Kpler. The U.S. has been in balance the last couple of months, he adds. We are seeing strong exports, he explains. We will likely see a drawdown in inventories in December. He thinks the price if gasoline will drop to below $3.00 per gallon for the national average. Tune in for the full discussion.
Are we in a super-cycle or is it a chimera generated by the short-term impacts of COVID and trade wars? What's the role of energy transition and redistributive policies around the world? How long will it last and how high will prices go? This episode is a recording of a panel discussion which host Paul Chapman moderated at the Reuters Events Commodity Trading 2021. The panelists represent the leading economists in the commodities world: Jeff Currie, Global Head of Commodities Research at Goldman Sachs; Saad Rahim, Chief Ecnomist at Trafigura; Derek Sammann, Global Head of Commodity and Options at CME Group and Alex Booth, Head of Research for Kpler. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
Summary In this episode of Product Stories, Victor Purolnik talks to Shruti Bansal, Principal Product Manager at Kpler. Shruti shares her journey of becoming a product manager to build software from scratch that improves commodity trading in the freight industry. Episode Highlights/Topics: Before/After Kpler: From end user building small internal tools to product manager Data […]
Alexandre Andlauer, analyste financier chez Kpler, était l'invité de Christophe Jakubyszyn dans Good Morning Business, ce jeudi 7 octobre. Ils sont revenus sur les nouvelles poussée de fièvre sur les marchés du gaz, sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Ce jeudi 7 octobre, Sandra Gandoin et Christophe Jakubyszyn ont reçu Stephan Vagner, cofondateur d'Aglaia theratherapeutics, Alexandre Andlauer, analyste financier chez Kpler, Patrick Blethon, président exécutif de Saur, et Nathalie Stubler, PDG de Transavia France, dans l'émission Good Morning Business sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
On today's episode Dooner and The Dude are live from OceanWaves where they're covering the issues conquering ocean shipping. With special guests Lionel Van Der Walt, Global Chief Commercial Officer at PayCargo; John Oechsle, CEO at Derive Systems; Shruti Bansal, Principal Freight Product Manager at Kpler; Carlos Medina, President at SpillBully; Greg Finnerty, Vice President Operations at Concept Logistics; Greg Miller, Senior Editor at FreightWaves. Visit our sponsorSubscribe to the WTT newsletterApple PodcastsSpotifyMore FreightWaves Podcasts
On today's episode Dooner and The Dude are live from OceanWaves where they're covering the issues conquering ocean shipping. With special guests Lionel Van Der Walt, Global Chief Commercial Officer at PayCargo; John Oechsle, CEO at Derive Systems; Shruti Bansal, Principal Freight Product Manager at Kpler; Carlos Medina, President at SpillBully; Greg Finnerty, Vice President Operations at Concept Logistics; Greg Miller, Senior Editor at FreightWaves. Visit our sponsorSubscribe to the WTT newsletterApple PodcastsSpotifyMore FreightWaves Podcasts
Recently we've had the great pleasure of chatting with Agnes Casenave, the Principal Product Manager at Kpler and we'd like to tell you about it. Main topics covered:
Earlier this month, host Paul Chapman moderated a Reuters webinar on the state of the crude and products freight market. After a very challenging 2020 for the sector, are things improving in 2021? What trends can we see in the short and long term? Discussing the current and future state of the tanker market are panelists: Richard Matthews, Director of Consultancy and Research at Gibsons, Peter Sand, Chief Shipping Analyst at BIMCO and Matthew Wright, Senior Freight Analyst at Kpler.The webinar was part of the Reuters Events Commodities trading series which concludes with a virtual conference on 9-10 November 2021. Find out more on the conference and how to register your attendance Here.To watch the recorded webinar click here.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.globalTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
Welcome to the Oil & Gas Digital Doers Podcast. In this episode our host Michael O'Sullivan talks with Shruti Bansal, Principal Product Manager at Kpler. Brought to you by on the Oil and Gas Global Network by Topcoder — the original pioneer in open talent models. Learn more at https://topcoder.com. Shruti Bansal – https://www.linkedin.com/in/shrutibnsl/ Kpler – https://www.kpler.com More Oil and Gas Global Network Podcasts OGGN.com – https://oggn.com/podcasts OGGN Street Team LinkedIn Group – https://www.linkedin.com/groups/12458373/ OGGN on Social LinkedIn Group | LinkedIn Company Page | Facebook | modalpoint | OGGN OGGN Events Get notified each month Michael O'Sullivan LinkedIn
Dans ce nouvel épisode de Product Squad, je reçois Clark Chahine, Head of Product chez Kpler. Attention...à prononcer ké-plère. Je me suis fait avoir la première fois.
© 2020-2025 Ivy Podcast Discovery LLC
