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

President Donald Trump caught the oil market by surprise on Monday by declaring that the US will end all Iran sanction waivers after May 2.
The waivers, issued to eight countries for an initial period of 180 days when Washington imposed sanctions against Iran’s oil and shipping sectors starting November 5 last year, were widely expected to be renewed.
Benchmark Brent and WTI crude prices, which have been hitting successive new five-month highs since the start of April on deliberate as well as unavoidable tightening of supply from the OPEC/non-OPEC combine, closed at six-month peaks of $74.04/barrel and $65.70/barrel respectively on Monday.
In the two-page briefing note enclosed, we examine the immediate and short-term implications of the latest development around these 5 key questions:
<ul>
<li>How much higher can oil prices go?</li>
<li>Are Iranian oil exports set to drop to zero?</li>
<li>Could OPEC make up for the lost barrels?</li>
<li>Will Iran blockade the Strait of Hormuz?</li>
<li>What is the endgame?</li>
</ul>

President Donald Trump caught the oil market by surprise on Monday by declaring that the US will end all Iran sanction waivers after May 2.
The waivers, issued to eight countries for an initial period of 180 days when Washington imposed sanctions against Iran’s oil and shipping sectors starting November 5 last year, were widely expected to be renewed.
Benchmark Brent and WTI crude prices, which have been hitting successive new five-month highs since the start of April on deliberate as well as unavoidable tightening of supply from the OPEC/non-OPEC combine, closed at six-month peaks of $74.04/barrel and $65.70/barrel respectively on Monday.
In the two-page briefing note enclosed, we examine the immediate and short-term implications of the latest development around these 5 key questions:

How much higher can oil prices go?
Are Iranian oil exports set to drop to zero?
Could OPEC make up for the lost barrels?
Will Iran blockade the Strait of Hormuz?
What is the endgame?


Special Briefing: Implications of US Ending Iran Oil Sanction Waivers

Crude Oil

Special Briefing: Implications of US Ending Iran Oil Sanction Waivers