Oil Market Outlook: Sailing on Stormy Seas

Helima is a Managing Director and the Head of Global Commodity Strategy and Middle East and North Africa (MENA) Research at RBC Capital Markets. She specializes in geopolitics and energy, leading a team of commodity strategists that cover energy, metals, and cross-commodity investor activity, as well as policy analysis and both Washington and global political insights. Helima is a member of the National Petroleum Council, a select group of individuals who advise, inform, and make recommendations to the Secretary of Energy with respect to any matter relating to oil and natural gas. She also is a CNBC contributor, a member of the channel’s exclusive family of experts. Helima is on the Board of Directors for the Atlantic Council, is a Life Member of the Council on Foreign Relations, and is on the Advisory Council for the Department of History at Princeton University. She is on the Board of Directors of Reservoir Media, Inc., the first female-founded and led publicly traded independent music company in the US. Helima joined RBC Capital Markets from Barclays, where she was a Managing Director and Head of North American Commodities Research. Prior to that, she worked in Lehman’s Business Intelligence.

Damien Courvalin is Balyasny Asset Management’s Chief Commodities Strategist. He joined from Goldman Sachs in 2023, where he was Managing Director, Global Head of Energy Research and Senior Commodity Strategist, also responsible for Agriculture, Gold and Commodity Asset Allocation research. Before focusing on commodities, Damien was a Strategist in Options Research and Portfolio Strategy at Goldman Sachs and BNP Paribas. Damien earned an MSc in Industrial Engineering and Operations Research from the University of California, Berkeley, and an ME in Applied Mathematics and Economic Systems from the Ecole Centrale Paris, both in 2004.

Giovanni Serio in Global Head of Research at Vitol. Giovanni has over 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

Victor Yang, a Senior Analyst with JLC, has over 20 years of experience in petroleum analysis, particularly about China’s oil market. He joined JLC in 2017, after working with ICIS for over 10 years.

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.

David leads BloombergNEF’s oil and renewable fuels research teams, based in New York. The oil and renewable fuels research teams at BNEF analyse the fundamentals of the traded market, the impact of the energy transition on the renewable and fossil-fuel sectors, and the strategy response of oil companies.

Prior to joining BNEF, David spent time as an oil trader with Citibank before joining Wood Mackenzie. David holds a BSc in Financial and Actuarial Mathematics from Dublin City University and an MSc in Finance from Imperial College London.

Wayne Tan leads the Oil Markets research at BloombergNEF. He is responsible for the coverage of the short- and medium-term oil markets, producing insights and modelling global supply and demand balances across the barrel.
He has been with BNEF since 2018, and held a concurrent role in the Special Projects team modeling the economics of hydrogen demand in road transport, shipping and chemical sectors.

Matthew Revell is responsible for Bloomberg’s Commodity Product Strategy, based out of London. In this position he is focused on developing the comprehensive set of solutions Bloomberg delivers for Commodity professionals globally.
Prior to assuming this role in June 2023, he was the company’s Commodities Market Specialist covering the EMEA region, following a decade working across various leadership and individual sales positions in the European Commodity Sales group. He has extensive experience working with commodity trading merchants, corporations, national and integrated energy majors, driving strategies that grow their businesses through the use of financial technology.

Euan Burr is a Commodities Market Specialist at Bloomberg LP, covering the EMEA region. He works extensively with commodity merchants, corporations, national oil companies and integrated energy groups to drive strategies that grow their businesses through the use of technology. He previously held front line oil trading roles at BP for 16 years, working in both London and Singapore, as well as at Oak Capital and ICAP. He has recently joined Bloomberg to enhance the commodity offering.