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.

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

WTI Rally Target with Energy Picking up Slack

CRUDE IN 2021: Poised for a Slow-Motion Bull Run

Weekly Oil Views: Crude Jumps 30% on Vaccine Cheer but Not Immune to Pullback

Weekly Oil Views: Brent Eyes $45 on Vaccine Hope but Can't Ignore Current Realities

OPEC+ Compromise on Q1 Oil Supply Portends Heightened Price Volatility

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 22-member OPEC/non-OPEC alliance of oil producers decided to raise supply by 500,000 b/d from January in a somewhat surprise decision, reached after a week of fractious meetings, on Thursday.It also made a provision for a gradual release of more oil into the market based on monthly reviews, starting with the February supply policy.The market had widely expected OPEC+ to maintain its 7.7 million b/d of production cuts at least through Q1 2020 to avoid the risk of tipping the market into oversupply as fresh waves of the coronavirus in the Western hemisphere are expected to dampen demand through the winter months.We examine the OPEC+ decision in five sections: The agreement, The Compromise, The Winners and Losers, The Market Reaction, and The Fault Lines and Trouble Spots.

The 22-member OPEC/non-OPEC alliance of oil producers decided to raise supply by 500,000 b/d from January in a somewhat surprise decision, reached after a week of fractious meetings, on Thursday.It also made a provision for a gradual release of more oil into the market based on monthly reviews, starting with the February supply policy.The market had widely expected OPEC+ to maintain its 7.7 million b/d of production cuts at least through Q1 2020 to avoid the risk of tipping the market into oversupply as fresh waves of the coronavirus in the Western hemisphere are expected to dampen demand through the winter months.We examine the OPEC+ decision in five sections: The agreement, The Compromise, The Winners and Losers, The Market Reaction, and The Fault Lines and Trouble Spots.

OPEC+ Sets Stage for a Tumultuous Start to 2021 in Oil Markets

Crude Oil

OPEC+ Sets Stage for a Tumultuous Start to 2021 in Oil Markets