Founder & CEO. Oil markets macro-analysis., Vanda Insights

Vandana Hari

Founder & CEO. Oil markets macro-analysis.

Vanda Insights

Vanda Insights is a Singapore-based boutique provider of intelligence on the global energy markets, launched in September 2016. The venture was born out of a desire to extract the signal from the noise in the complex and often volatile oil markets. Our succinct and clear macro analysis is relied upon by thousands of readers globally, including those doing business directly or indirectly in the physical commodity and derivatives markets; wealth managers; governments, regulatory bodies and think-tanks; as well as trade organizations and educational institutions.

Global Energy Markets

Commodities

As investors priced in the worst-case scenario for a Covid-19 pandemic last week, crude went into a tailspin and crashed to fresh 14-month lows.
For OPEC and its non-OPEC allies due to meet on March 5-6 to decide their production policy from April 1, trying to assess global oil demand destruction in the current situation is like trying to count straws in the wind.
What might they do and what difference would it make?

As investors priced in the worst-case scenario for a Covid-19 pandemic last week, crude went into a tailspin and crashed to fresh 14-month lows.
For OPEC and its non-OPEC allies due to meet on March 5-6 to decide their production policy from April 1, trying to assess global oil demand destruction in the current situation is like trying to count straws in the wind.
What might they do and what difference would it make?

Weekly Oil Views: Crude Meets 'Coronageddon'

Crude is back on a slippery slope, first knocked down at the end of last week by signs that optimism over the China coronavirus (Covid-19) abating might have been premature.
Prices suffered another major blow as markets opened on February 24, on news over the weekend that the deadly disease had flared up in Italy, Iran and South Korea.
Crude’s gradual recovery over Feb 11-20 was in large part predicated on the assumption that the coronavirus had been mostly contained within China.
The flare-up of the contagion in at least three other countries has just multiplied the known unknowns. 
If this epidemic turns into a pandemic, oil will have to recalibrate for demand destruction across the globe, not just China.
Will the latest turn of events bridge the divide that had opened up between Saudi Arabia and Russia, de facto leaders of the OPEC/non-OPEC alliance, over the idea of deeper supply cuts?

Crude is back on a slippery slope, first knocked down at the end of last week by signs that optimism over the China coronavirus (Covid-19) abating might have been premature.
Prices suffered another major blow as markets opened on February 24, on news over the weekend that the deadly disease had flared up in Italy, Iran and South Korea.
Crude’s gradual recovery over Feb 11-20 was in large part predicated on the assumption that the coronavirus had been mostly contained within China.
The flare-up of the contagion in at least three other countries has just multiplied the known unknowns. 
If this epidemic turns into a pandemic, oil will have to recalibrate for demand destruction across the globe, not just China.
Will the latest turn of events bridge the divide that had opened up between Saudi Arabia and Russia, de facto leaders of the OPEC/non-OPEC alliance, over the idea of deeper supply cuts?

Weekly Oil Views: Coronavirus Nips Crude's Fragile Recovery

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in our 1/24/20 and 1/30/20 Int’l Compass reports: we continue to believe this is a bull market until proven otherwise, and a “buy the dip” strategy remains warranted. In our February International Strategy, we highlight various themes which lead to our bullish outlook, and offer several attractive opportunities we are seeing in the global health care and technology sectors..

Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in our 1/24/20 and 1/30/20 Int’l Compass reports: we continue to believe this is a bull market until proven otherwise, and a “buy the dip” strategy remains warranted. In our February International Strategy, we highlight various themes which lead to our bullish outlook, and offer several attractive opportunities we are seeing in the global health care and technology sectors..

It’s going to be four weeks since the deadly China coronavirus first rattled financial markets across the globe and pushed crude into bear territory.There is still no sign of the epidemic peaking, and the sour sentiment over the clobbering of China’s economy is maintaining a stranglehold on the oil market.Benchmark crude prices staged a modest recovery last week but one couldn’t call it a rebound.The uncertainties around the novel virus are well-known. But what is it that we do know about the crisis so far, about the potential OPEC/non-OPEC response, and what expectations can we build on that information? Here's our take.

It’s going to be four weeks since the deadly China coronavirus first rattled financial markets across the globe and pushed crude into bear territory.There is still no sign of the epidemic peaking, and the sour sentiment over the clobbering of China’s economy is maintaining a stranglehold on the oil market.Benchmark crude prices staged a modest recovery last week but one couldn’t call it a rebound.The uncertainties around the novel virus are well-known. But what is it that we do know about the crisis so far, about the potential OPEC/non-OPEC response, and what expectations can we build on that information? Here's our take.

Weekly Oil Views: As OPEC+ Dithers, Coronavirus Keeps up Pressure on Crude

The shadow of the deadly China coronavirus continues to grow and crude, having slipped into bear market, remains in search of a floor.All-out Chinese measures to try and contain the deadly outbreak in its epicentre in Hubei province and aggressive global efforts to protect national borders from the contagion have brought a range of commercial activity within and involving China to a near-standstill.An unprecedented lockdown of communities, indefinite suspension of manufacturing and commercial activities and broken links in transportation and supply chains in China has hamstrung the country’s economy and hammered its oil consumption.IWhat’s next for the battered oil market? We cover the ground by answering five key questions on the coronavirus and crude.

The shadow of the deadly China coronavirus continues to grow and crude, having slipped into bear market, remains in search of a floor.All-out Chinese measures to try and contain the deadly outbreak in its epicentre in Hubei province and aggressive global efforts to protect national borders from the contagion have brought a range of commercial activity within and involving China to a near-standstill.An unprecedented lockdown of communities, indefinite suspension of manufacturing and commercial activities and broken links in transportation and supply chains in China has hamstrung the country’s economy and hammered its oil consumption.IWhat’s next for the battered oil market? We cover the ground by answering five key questions on the coronavirus and crude.

Weekly Oil Views: Crude in the Shadow of the Coronavirus: What Next?

United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

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Crude Oil (CL1 COM COMDTY)

Weekly Oil Views: Crude Meets 'Coronageddon'

As investors priced in the worst-case scenario for a Covid-19 pandemic last week, crude went into a tailspin and crashed to fresh 14-month...

Vandana Hari

Weekly Oil Views: Coronavirus Nips Crude's Fragile Recovery

Crude is back on a slippery slope, first knocked down at the end of last week by signs that optimism over the China coronavirus (Covid-19) abating...

Vandana Hari

Global Equity Strategy: Buy the Dips

Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...

Vermilion Research

Weekly Oil Views: As OPEC+ Dithers, Coronavirus Keeps up Pressure on Crude

It’s going to be four weeks since the deadly China coronavirus first rattled financial markets across the globe and pushed crude into bear...

Vandana Hari

Weekly Oil Views: Crude in the Shadow of the Coronavirus: What Next?

The shadow of the deadly China coronavirus continues to grow and crude, having slipped into bear market, remains in search of a floor.All-out...

Vandana Hari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)