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.

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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

The OPEC/non-OPEC alliance's surprise decision on Thursday to add 500,000 b/d of supply to the market starting in January was principally a compromise deal designed to hold together a 22-member coalition that is showing signs of fatigue and major cracks.The roadmap of tweaking supply policy on a monthly basis beyond January injects a new layer of complexity to the decision-making process, not to mention making it harder for members to maintain discipline or for the market to keep track of it.Crude has staged a relief rally on the latest OPEC+ decision because the more bearish potential outcomes of a 1.9 million b/d supply boost from January or even a collapse of the alliance were averted. It is hard to see continued momentum in it.

The OPEC/non-OPEC alliance's surprise decision on Thursday to add 500,000 b/d of supply to the market starting in January was principally a compromise deal designed to hold together a 22-member coalition that is showing signs of fatigue and major cracks.The roadmap of tweaking supply policy on a monthly basis beyond January injects a new layer of complexity to the decision-making process, not to mention making it harder for members to maintain discipline or for the market to keep track of it.Crude has staged a relief rally on the latest OPEC+ decision because the more bearish potential outcomes of a 1.9 million b/d supply boost from January or even a collapse of the alliance were averted. It is hard to see continued momentum in it.

OPEC+ Compromise on Q1 Oil Supply Portends Heightened Price Volatility

Crude Oil

OPEC+ Compromise on Q1 Oil Supply Portends Heightened Price Volatility