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: Fed Rate Hike Signal Halts Crude Rally but Demand Optimism Intact

Weekly Oil Views: A Conservative OPEC+ May Sustain Prices at Current Highs

Weekly Oil Views: Iran Deal Sell-Off May Be Premature

Weekly Oil Views: US Cheer Spurs Fresh Crude Rally but Downside Risks Lurk

Weekly Oil Views: Crude May Be at an Inflection Point but $80 Is a Stretch

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

Crude is on a bull run.It's mainly thanks to the "Great American Reopening" trade, to borrow an apt phrase from a recent Forbes headline.The prospect of a US-Iran deal and removal of US sanctions against Iranian oil has retreated far into the future.The pandemic is still casting a shadow on other parts of world, prominently Asia, the biggest source of global oil demand growth before Covid. But it is no longer the drag on oil sentiment it was till just a couple of months ago. Why is that? We give you our take.Nonetheless, what might an unmitigated bullish perspective be missing? The considerable supply that the OPEC+ producers are waiting to release into the market!We weigh all the bullish and bearish factors in the market to see which way the needle is pointing over the coming days and the next three months or so.

Crude is on a bull run.It's mainly thanks to the "Great American Reopening" trade, to borrow an apt phrase from a recent Forbes headline.The prospect of a US-Iran deal and removal of US sanctions against Iranian oil has retreated far into the future.The pandemic is still casting a shadow on other parts of world, prominently Asia, the biggest source of global oil demand growth before Covid. But it is no longer the drag on oil sentiment it was till just a couple of months ago. Why is that? We give you our take.Nonetheless, what might an unmitigated bullish perspective be missing? The considerable supply that the OPEC+ producers are waiting to release into the market!We weigh all the bullish and bearish factors in the market to see which way the needle is pointing over the coming days and the next three months or so.

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

Crude Oil

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