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.

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 crude touching three-year highs at the start of this year -- Brent hovering around $68/barrel and WTI around $62 -- has prompted calls for a price correction. That "correction" feels more unpredictable this time in timing and extent because a major component of crude's nearly $10/barrel rally between the September 25 Kurdish independence referendum and the year-end was due to the progressive stacking of "fear premiums".  These returned centre-stage with a rise in the frequency and intensity of geopolitical tensions, especially in the oil-rich Middle East and North Africa region.But not all fears are equal. The eruption of hotspots in or around major oil-producing and exporting countries invariably provokes knee-jerk buying in the oil futures markets, although not all of them threaten oil supplies.  We outline the eight major geopolitical tensions and problems that the oil markets will need to keep an eye on through 2018 and give our assessment of their potential to disrupt the world's oil supply.

Benchmark crude touching three-year highs at the start of this year -- Brent hovering around $68/barrel and WTI around $62 -- has prompted calls for a price correction. That "correction" feels more unpredictable this time in timing and extent because a major component of crude's nearly $10/barrel rally between the September 25 Kurdish independence referendum and the year-end was due to the progressive stacking of "fear premiums".  These returned centre-stage with a rise in the frequency and intensity of geopolitical tensions, especially in the oil-rich Middle East and North Africa region.But not all fears are equal. The eruption of hotspots in or around major oil-producing and exporting countries invariably provokes knee-jerk buying in the oil futures markets, although not all of them threaten oil supplies.  We outline the eight major geopolitical tensions and problems that the oil markets will need to keep an eye on through 2018 and give our assessment of their potential to disrupt the world's oil supply.

Fifty Shades of Fear: Geopolitical Premium in Crude Prices

Crude Oil

Fifty Shades of Fear: Geopolitical Premium in Crude Prices