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BNEF Oil Analyst Briefing: Oil Markets Recovering?

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Date:Wednesday 24, February 2021

Time:10:00 AM GMT

Duration:45 minutes

Following unrivalled disruption in 2020, it was hoped that this year would be a more 'conventional' one for the oil market. However, a multi-speed recovery in oil consumption, upended global trade flows and the demise of the U.S. as the global swing-supplier mean that a return to normality is unlikely to occur.

Join BloombergNEF’s oil team as they discuss how prolonged global oil demand disruption has created new arbitrage opportunities, hit U.S. break-evens, and hastened the end of the shale boom.

You may also be interested in the related panel discussion with industry experts from VARO Energy, J.P.Morgan, Vortexa, and Vitol.



Oil Team Lead


David leads BNEF’s oil team and is based in London. Prior to BNEF, David spent time as a trader with Citibank before joining Wood Mackenzie as a Senior Analyst, covering Europe, Africa and the Caspian region. David holds a BSc in Financial and Actuarial Mathematics from Dublin City University and an MSc in Finance from Imperial College London.

Mohith Velamala

Oil Associate


Mohith is an associate at BloombergNEF based in Singapore, focusing on freight and trade flows. Prior to BNEF, he was a consultant at Deloitte with focus on the Indian energy sector. Mohith holds a Bachelor's degree in Chemical Engineering from the Indian Institute of Technology Madras.

Tai Liu

Oil Specialist


Tai is part of the BloombegNEF Oil team, which analyze upstream dynamics, break-even modeling, production forecasts, exports, and oil product demand trends. Before joining BNEF, Tai worked at Morgan Stanley’s Commodities Research team and PIRA. Tai is based in New York, and holds a Bachelor of Science degree from New York University.
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