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

Vandana Hari

Founder of Vanda Insights, a Singapore-based provider of analysis and briefings on the oil markets. Former Asia Editorial Director at S&P Global Platts, the topmost price reporting agency on global energy commodities markets. 25 years of experience reporting, researching and analysing energy markets. Focus on connecting the dots between supply-demand fundamentals, geopolitics, economics, financial markets and demographics to present the big-picture view on oil, with a focus on factors influencing prices. Experienced in oil price discovery in the physical and derivatives markets. Aim to provide insights and analysis in a clear and succinct manner. Available for bespoke research, analysis and market briefings on the markets.

Founder & CEO. Oil markets macro-analysis.

Weekly Oil Views: Crude Loses Grip on 13-Month Peak but Fundamentally Bullish

Weekly Oil Views: Crude's Incessant Rally Halts Just Before OPEC+ Meet. What Next?

Weekly Oil Views: Saudi Masterstroke Puts OPEC+ on a More Hawkish Path

Weekly Oil Views: EU Vaccine Crisis, Saudi Cuts Wedge Crude into a Tight Range

Weekly Oil Views: Prices in a Higher Orbit on Covid's Unexpected Retreat

Weekly Oil Views: Demand Worries Begin to Chip Away Crude's Big Gains

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

Benchmark Brent crude prices have jumped 21% year-to-date and are a whopping 67% higher since the start of November. A 10-session uninterrupted spell of gains from Jan 29 to Feb 10, the longest in two years, prompted growing skepticism and calls for a correction. Brent did correct --  by 0.5% and for all of one day. On Friday, it went on to notch a fresh 1-year high, settling above the $62/barrel mark.Even as the oil bulls' bandwagon grows bigger, there are a few skeptics in the market and some sitting on the fence. The doubters point to depressed Q1 oil demand amid continuing Covid restrictions across Europe, a slow and patchy progress of vaccinations, and the rising likelihood of OPEC+ deciding at the ministerial meeting in early March to open the spigots, among other factors.Could they be missing the single most important development in recent weeks that signals that the Covid tide may have finally turned in favour of the oil market? How and why have our views switched to far more constructive than just a fortnight ago? Read on to find out.

Benchmark Brent crude prices have jumped 21% year-to-date and are a whopping 67% higher since the start of November. A 10-session uninterrupted spell of gains from Jan 29 to Feb 10, the longest in two years, prompted growing skepticism and calls for a correction. Brent did correct --  by 0.5% and for all of one day. On Friday, it went on to notch a fresh 1-year high, settling above the $62/barrel mark.Even as the oil bulls' bandwagon grows bigger, there are a few skeptics in the market and some sitting on the fence. The doubters point to depressed Q1 oil demand amid continuing Covid restrictions across Europe, a slow and patchy progress of vaccinations, and the rising likelihood of OPEC+ deciding at the ministerial meeting in early March to open the spigots, among other factors.Could they be missing the single most important development in recent weeks that signals that the Covid tide may have finally turned in favour of the oil market? How and why have our views switched to far more constructive than just a fortnight ago? Read on to find out.

Bulls & Bears: Short- And Medium-Term View on Oil Prices

Crude Oil

Bulls & Bears: Short- And Medium-Term View on Oil Prices