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Air, Land and Sea: Resurgent Oil Demand?

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Date AIRED: 23, February 2021

Duration:60 minutes

With 2020 in the rear-view mirror, the world now turns to a potential exit from the Covid-19 pandemic, the work for recovery, and a re-balancing of Oil markets.

Join Bloomberg's IP Week Panel discussion as it sets about understanding what demand recovery might look like across the Oil complex as we journey through 2021. Our panel of industry experts will discuss a multi-phase recovery that varies across geography, parts of the barrel, and time itself.

You may also be interested in the related session BNEF Oil Analyst Briefing: Oil Markets Recovering?

Discussion topics
  • Where did we end up in terms of Oil demand destruction by the end of 2020 and can some of the rebound we saw through the latter half of the year provide signposts for what to expect in 2021?
  • With robust economic growth expected for much of Asia, Europe and North America, will resurgent demand of Gasoil and Gasoline be undone by continued depressed interest in air travel?
  • As complex refinery margins remain below pre-pandemic levels, what are the prospects for through-put in 2021, dislocation of product output, and further consolidation of older units?
  • What insights can be gleaned from near real-tracking of product flows within and between regions globally?

Speakers

Roger Brown

CEO

VARO Energy

Roger Brown is CEO of VARO Energy, a joint venture between commodity trader Vitol SA, Private Equity investor Carlyle Group and Reggeborgh BV. The company, with a turnover of approximately $13Bn/yr, is headquartered in Cham (CH) and operates in the Downstream Oil Sector. Previously Mr. Brown was CEO of Klesch Petroleum and had various management roles during a 25 year-career in the downstream industry with BP Oil International. Mr. Brown joined BP after completing his degree in Engineering Science at Loughborough University of Technology. Previously, he worked in various Marketing, Supply and Trading roles in London, Kuwait, Australia, Singapore and Dubai.

Natasha Kaneva

Executive Director, Head of Global Commodities Strategy

J.P. Morgan

Natasha Kaneva, Executive Director at J.P. Morgan, is Head of the Global Commodities Strategy team. In her role she drives and oversees the global commodities research activities, setting the firm’s views across energy, base and precious metals and agricultural commodities. Previously, Natasha was the Head of Base and Precious Metals Research, establishing a global presence in the metals markets by not only spearheading J.P. Morgan related client events but also offering expertise at industry conferences. Natasha joined J.P. Morgan in 2012 as a base and precious metals analyst, specializing in market fundamentals. Prior to joining the firm, she spent six years as a buyside metals analyst. Natasha has graduate degrees in linguistics and finance and speaks four languages.

Fabio Kuhn

CEO

Vortexa

Fabio Kuhn is the Co-Founder and CEO of Vortexa. Prior to Vortexa, Mr Kuhn was the Head of BP’s global front office technology programme and innovation group. Before joining BP, Mr Kuhn held various technology leadership roles at Uniper (formerly known as E.ON Energy Trading) in Dusseldorf, Germany. He was also a Quant Trader in a Statistical Arbitrage hedge fund based in San Francisco and worked at the NASA Ames Research Centre in Moffett Field, California. Mr Kuhn has a Master of Liberal Arts in Extension Studies (Information Management Systems) from Harvard University, a graduate certificate in Quantitative Methods in Finance and Risk Management from Stanford University, an MBA in Finance and Strategy from Purdue University, and a Bachelor in Business Administration from UNIFACS.

Giovanni Serio

Global Head of Research

Vitol

Giovanni Serio in Global Head of Research at Vitol. Giovanni has 20 years of research, modelling and analysis experience. Prior to joining Vitol in 2016, Giovanni was Head of Market Analysis at Noble, at BP and senior analyst at Goldman Sachs. Giovanni started his career as an economist at the Research Department of Italy’s Central Bank and then as a Consultant at the Development Economic Research Group of the World Bank. Giovanni holds a PhD in Economics from New York University.

Alix Steel

Anchor

Bloomberg L.P.

Alix Steel co-anchors “Bloomberg Markets: Americas” from 10am-11am and “Bloomberg Markets: European Close” from 11am-12pm. Steel also anchors the weekly show “Bloomberg Commodities Edge,” a thirty minute program dedicated to the biggest names and news in the commodity world.
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