Overview

Bloomberg invites you to our latest oil markets event at Bloomberg’s EMEA headquarters in London, run during International Energy Week.

Take a look through the oil market kaleidoscope and you could be forgiven for coming away with blurry eyes. Re-routing of decades-old flows across crude and refined products, an unclear trajectory for demand recovery in China, the actions of Central Banks looking to tame inflation and mitigate the threat of recessions, and geo-politics never far away. The horizon looks stormy.

The afternoon will consider the interplay of oil market fundamentals and macro from a range of perspectives. We will hear from industry leaders during our panel discussion, moderated this year by Anna Edwards. BNEF’s oil analyst group will present their near-term forecasts, and we will finish with update on the economic outlook from Bloomberg Chief European Economist, Jamie Rush.

The event will close with a networking session where you can share time with industry peers and the Bloomberg Commodities group.

We look forward to welcoming you and your colleagues.

Agenda

2.30pm – 2.55pm

Registration and Coffee

2.55pm – 3.00pm

Welcome
Su Sage, Head of Product, Commodity Fundamentals & Economics, Bloomberg

3.00pm – 4.00pm

Panel discussion: Oil Fundamentals and Macro Environment

Natasha Kaneva, Managing Director, J.P. Morgan
Tor Svelland, Founder and CIO, Svelland Capital
Saad Rahim, Chief Economist, Trafigura

Moderated by Anna Edwards, Anchor, Bloomberg TV

4.00pm – 4.15pm

Coffee Break

4.15pm – 4.35pm

Oil Market Outlook

Wayne Tan, Lead Oil Markets Analyst, BloombergNEF
David Doherty, Head of Oil and Renewable Fuels Research, BloombergNEF

4.35pm – 4.55pm

Macro Market Outlook 

Jamie Rush, Chief European Economist, Bloomberg

4.55pm – 5.00pm

Closing Remarks

Alex Black, Commodity Enterprise Sales, Bloomberg

5.00pm – 7.00pm

Networking and Drinks

SPEAKERS

Photo of Natasha Kaneva

Natasha Kaneva

Managing Director
J.P. Morgan
Natasha Kaneva, Managing 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. The team integrates detailed fundamental commodity analysis with J.P. Morgan’s macro-economic forecasts, linking leading indicators of global economic activity with pricing models. 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.
Photo of Tor Andre Svelland

Tor Andre Svelland

Founder and CIO
Svelland Capital

Mr. Tor Andre Svelland is the Founder and CIO of Svelland Capital. A commodities focused investment manager established in 2016.

Tor has over 30 years of extensive experience in the commodities sector. Tor has built teams and managed trading books in equities, commodity, and freight derivatives (futures and options) and physical commodities.

From 2014-2016, Tor managed the Dry Cargo desk at Trafigura where he was responsible for all physical commodity, commodity derivative and commodity/freight-related-equity trading.

From 2010 to 2014, Tor was an Executive Director of the Oil Desk at Goldman Sachs in London and had responsibility for the global freight book.

2005 to 2010, Tor was Head of Commodities and Head of Freight Derivatives at Carnegie and Pareto in Oslo.

From 1989 to 2005, Tor held various positions within commodity and freight markets across shipping merchants, brokers, and charterers, in Oslo and Athens.

Photo of Saad Rahim

Saad Rahim

Chief Economist
Trafigura

Saad is the Chief Economist for Trafigura, a market leader in the global commodities industry. He is responsible for the company’s views on markets and macroeconomics, including the outlook for oil and metals markets, commodity prices, equity and credit markets, and political risk.

Before joining Trafigura he was Chief Economist at BG Group responsible for the Group’s views on oil, gas and LNG markets, advising senior management on markets, macroeconomics and global risk.  Prior to this he was Deputy Chief Economist at Chevron Corporation responsible for the corporation’s forecasts and analysis on macroeconomics, geopolitics and energy prices. He also focuses on global energy trends, including National Oil Companies, OPEC policy, carbon initiatives and consumer and producer country policies.

Prior to joining Chevron, Saad was an international energy advisor with PFC Energy in Washington, managing their macroeconomic forecasting, country risk services, and geopolitical analysis focused on the Middle East and Asia.

Saad is widely-quoted and published in major media outlets. He holds BA degrees in Economics and Political Science from Stanford University, and attended the Johns Hopkins School of Advanced International Studies for advanced degree work in International Economics and Global Energy.

Photo of Anna Edwards

Anna Edwards

Anchor
Bloomberg News

Anna Edwards is an Anchor on “Markets Today” on Bloomberg TV and has been with the channel for more than ten years. She has more than twenty years experience in business journalism having previously worked at CNBC Europe and freelanced for CNN in London. She led Bloomberg TV’s coverage of Brexit and has anchored market-focussed TV shows from the Global Financial Crisis through to the COVID pandemic. Anna is also currently the Acting London Bureau Chief for Bloomberg giving her a bird’s-eye view of UK news coverage, and immersing her in newsroom training and outreach. Before working in TV Anna was an equity analyst at UBS and qualified as a Chartered Management Accountant at Pricewaterhouse Coopers.

When & Where

Wednesday 1 March 2023
14:30 – 17:00 GMT followed by networking drinks

Bloomberg Offices
3 Queen Victoria St
London
EC4N 4TQ

Map

Register