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

<ul>
<li>Crude's 12-13% crash on Friday as markets were spooked by news of a new highly mutated variant was overdone, factoring in the worst-case scenario. It presents a buying opportunity. </li>
<li>Information on the omicron variant is still thin. The South African doctor who first flagged the mutant strain said over the weekend that the fear is unjustified, symptoms are "mild".</li>
<li>OPEC+ may now consider a pause in its monthly output increments or even a deeper cut,  which will be supportive of crude.</li>
</ul>


Crude's 12-13% crash on Friday as markets were spooked by news of a new highly mutated variant was overdone, factoring in the worst-case scenario. It presents a buying opportunity. 
Information on the omicron variant is still thin. The South African doctor who first flagged the mutant strain said over the weekend that the fear is unjustified, symptoms are "mild".
OPEC+ may now consider a pause in its monthly output increments or even a deeper cut,  which will be supportive of crude.


Quick Views: Crude's Panicky Sell-Off Overdone; Presents Buying Opportunity

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

<ul>
<li>WTI was called lower from 85 projection with buy support at 77/76 and pivot support at 75. The upside impulse looks to have held this support.</li>
<li>WTI 81/82 the barrier to punch through in order to challenge the 85 triple top zone.</li>
<li>Macro set up remains constructive for new highs. 85 the level to clear to reach for the 92 target.</li>
</ul>


WTI was called lower from 85 projection with buy support at 77/76 and pivot support at 75. The upside impulse looks to have held this support.
WTI 81/82 the barrier to punch through in order to challenge the 85 triple top zone.
Macro set up remains constructive for new highs. 85 the level to clear to reach for the 92 target.


<ul>
<li>The US announcement Tuesday of a multinational release of strategic oil reserves turned out to be a damp squib, prompting a price rebound -- 3% in Brent, 2% in WTI.</li>
<li>But Biden's move has also left the door open for OPEC+ to throttle back its production increase; the decision will be known on Dec 2.</li>
<li>Europe's Covid wave is a dampener but fears over a crimp in the region's oil demand may be overdone.</li>
</ul>


The US announcement Tuesday of a multinational release of strategic oil reserves turned out to be a damp squib, prompting a price rebound -- 3% in Brent, 2% in WTI.
But Biden's move has also left the door open for OPEC+ to throttle back its production increase; the decision will be known on Dec 2.
Europe's Covid wave is a dampener but fears over a crimp in the region's oil demand may be overdone.


Quick Views: Crude Shrugs off SPR Sale, Eye Back on OPEC+, Covid

<ul>
<li>Covid's resurgence in Europe prompted a plunge in crude on November 19. The sell-off is overdone and a modest rebound is certain. But there's a new cap on crude prices.</li>
<li>The uncertainty of US SPR oil sales was compounded by news that the US has asked major Asian oil-consuming countries to join. We still don't see it happening.</li>
<li>We attended the annual Adipec conference in Abu Dhabi, a fully in-person event, and bring you our key takeaways.</li>
</ul>


Covid's resurgence in Europe prompted a plunge in crude on November 19. The sell-off is overdone and a modest rebound is certain. But there's a new cap on crude prices.
The uncertainty of US SPR oil sales was compounded by news that the US has asked major Asian oil-consuming countries to join. We still don't see it happening.
We attended the annual Adipec conference in Abu Dhabi, a fully in-person event, and bring you our key takeaways.


Weekly Oil Views: Covid Resurgence, Not SPR Sales, Will Check Crude's Rally

Founder & Chief Market Strategist - SAV Markets, SAV Markets

Shyam Devani

Founder & Chief Market Strategist - SAV Markets

Provide Comprehensive Analysis & Commentary

SAV Markets

SAV Markets aims to provide comprehensive analysis & commentary on foreign exchange and asset markets. The approach is multi asset as markets are typically interlinked. Cause and effect are always at work, even if those effects take time to manifest. As nothing is permanent we strive to get ahead of the curve in an ever changing world.

Cross Asset Strategy

<ul>
<li>Price action across different markets warn of some short term trouble</li>
<li>This includes developments in Gold, Oil, USDJPY and US Treasuries</li>
<li>Continue to watch the Dow Jones closely as a short term wobble may soon arrive</li>
</ul>


Price action across different markets warn of some short term trouble
This includes developments in Gold, Oil, USDJPY and US Treasuries
Continue to watch the Dow Jones closely as a short term wobble may soon arrive


Equities - A Small Negative Wave Arriving?

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)

Quick Views: Crude's Panicky Sell-Off Overdone; Presents Buying Opportunity

Crude's 12-13% sell-off on Fri presents a bargain buying opportunity. The omicron may not be as lethal as feared and if the prognosis is bad, we...

Vandana Hari

WTI Bullish Turn

WTI was called lower from 85 projection with buy support at 77/76 and pivot support at 75. The upside impulse looks to have held this support.

Thomas Schroeder

Quick Views: Crude Shrugs off SPR Sale, Eye Back on OPEC+, Covid

The US and five other countries have agreed coordinated sales of strategic oil reserves but the volumes are unimpressive and OPEC+ may now withhold...

Vandana Hari

Weekly Oil Views: Covid Resurgence, Not SPR Sales, Will Check Crude's Rally

The prospect of US and some Asian governments releasing oil from strategic reserves hangs over the market but we don't see it happening. However,...

Vandana Hari

Equities - A Small Negative Wave Arriving?

Price action developments across various markets - from Gold & FX to Commodities & Fixed Income - are warning of a potential negative wave ahead...

Shyam Devani

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