Looking through the fog of uncertainty hanging thick over oil markets is the idea of this session. In January, we will have at least a little more of a feel for winter-weather, little else will be clearer than it is today. Huge questions on the trajectory and composition of demand growth and issues such as tapping out of OPEC+ spare-capacity; resumption of US shale growth and the return (or not) of Iran, or Venezuela, will help shape fundamentals. And that is just the fundamentals dynamic. Add to that an uncertain macro, key political events and turns and the always reliable arrival of a black swan or two and we have the makings of a deeply fascinating forecasting session.
To change things up this year, we are inviting three established 'buy-side' decision makers to share their outlook on next year’s oil market. We also ask you to participate in our annual price-outlook survey. Please submit your price estimates here. See link for our 2021 survey results.
This event will be a virtual session via Zoom Webinar from 12:00 until 1:30 PM EST. Additional details will be provided to registered attendees prior to the session.
Michelle Brouhard is an oil trader at Hartree Partners. Her investing expertise focuses on commodities such as oil, natural gas, metals and agriculture. She also has experience in investing in equities, FX and credit, based on a commodity point of view. Before Hartree, Michelle traded oil and other commodities with TrailStone Group (2016 – 2018); earlier, Michelle was a Portfolio Manager with PointState Capital, where she capitalized on the oil price crash of 2014.
Michelle has been named to the Hedge Fund Journal / Ernst & Young’s “50 Leading Women in Hedge Funds” for 2019. She also serves on the board of Hope for New York, is the co-founder of Refugee Action Fund and is on the National Leadership Council for World Vision. She is also a children’s leader at Bible Study Fellowship.
Michelle has a degree in Marketing and International studies from Kansas State University. In her spare time she participates in adventure races and marathons including a 250 km ultra marathon through Iceland and rim to rim hiking through the Grand Canyon.
Kobi Platt currently covers global crude oil and energy commodities at Balyasny Asset Management (BAM). He joined BAM in May 2021 from Deep Basin Capital, where he was a Founding Partner and a Portfolio Manager, as well as the Director of Global Commodity Research. Prior to Deep Basin, Kobi was a Managing Director covering Global Energy Markets and Commodity Research at Taylor Woods Capital. He was also a Senior Energy Strategist at Tudor Investment Corporation and an Economist at the U.S. Energy Information Administration. Kobi was also formerly a Term Member at the Council on Foreign Relations. Kobi holds a Masters of Applied Economics and a Masters of Natural Resource Science from the University of Michigan, as well as a Bachelor of Philosophy in Interdisciplinary Studies from Miami University.
John von Stackelberg
John von Stackelberg is Chief Analyst at Petroineos Trading Limited, a joint venture between PetroChina and INEOS, where he runs a team looking at oil, European gas markets and global LNG. Before that he was Portfolio Manager for oil trading at the commodity hedge fund Cumulus, which he joined after working as a strategist on the oil trading desks of Deutsche Bank and Merrill Lynch. He has over 25 years’ experience of analysing and trading commodities markets, and has experience of the energy markets from across the spectrum of market players: consultancy, utility, trading house, investment bank, hedge fund and oil major. John has a degree in Business from London Guildhall University.
Johannes (Jan) Stuart, global energy economist, leads the energy-macro team at Cornerstone Macro LLC. A self-described oil-geek, Mr. Stuart and his team take a micro-fundamentals approach to energy analysis and forecasting – which frequently lands them away from consensus. Before joining Cornerstone, Jan spent 11 years in sell-side research, building leading energy-macro franchises at Credit Suisse, Macquarie and UBS. He was a journalist for much of the nineties and started his career at the International Energy Agency in Paris. Mr. Stuart earned a BA in International Affairs from the American University in Paris; an MA in the same field from Boston University; and an MSc in Journalism from Columbia University in New York.
12:00 - 1:30 PM: Panel Discussion and Q&A
This session is complimentary for all registrants. Registration is required for event link details.
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