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's 9% Pullback May Prompt Continued OPEC+ Restraint

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

Weekly Oil Views: Crude, Back near 2-Year Highs, Lurks in Overbought Territory

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

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 futures were lurking in overbought territory after hitting 22-month highs earlier in March, with Brent just below $70/barrel and WTI above $66.Thursday's crash marks a cumulative 9% pullback from those highs, but prices may have overshot in the downward direction. We expect a bit of an immediate bounce back up, as some of the panic on the fundamentals as the financials front, which was likely amplified by technical selling on Thursday, subsides.Meanwhile, the price pullback also changes the calculus for the OPEC/non-OPEC alliance's next move, when energy ministers next meet on April 1 to decide their supply policy for May. Caution and continued restraint may carry the day again.

Crude futures were lurking in overbought territory after hitting 22-month highs earlier in March, with Brent just below $70/barrel and WTI above $66.Thursday's crash marks a cumulative 9% pullback from those highs, but prices may have overshot in the downward direction. We expect a bit of an immediate bounce back up, as some of the panic on the fundamentals as the financials front, which was likely amplified by technical selling on Thursday, subsides.Meanwhile, the price pullback also changes the calculus for the OPEC/non-OPEC alliance's next move, when energy ministers next meet on April 1 to decide their supply policy for May. Caution and continued restraint may carry the day again. 

Quick Views: Crude Likely to Recoup Some Losses After 9% Pullback

Crude Oil

Quick Views: Crude Likely to Recoup Some Losses After 9% Pullback