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

Crude's rally on the back of gas shortages in Europe and a coal crunch in China over the past seven weeks has lifted Brent futures to successive three-year highs and WTI futures to levels not seen in seven years.There is some relief in sight for the energy crisis, with Europe due to start receiving more natural gas into its storages from Russia's <a href="https://www.smartkarma.com/entities/gazprom-pjsc-6a7231a9-d5e4-4da4-bf21-aa1b9d50fbf8" target="_blank" data-smartkarma-citation="entities:27578:1" rel="noopener">Gazprom PJSC (GAZP RM)</a> and Chinese coal mines starting to ramp up output under government orders.However, with winter demand rising in tandem, the market may remain tightly balanced, sustained a fear premium in coal, gas and oil prices. The OPEC+ alliance adamantly sticking to its cautious tapering plan and keeping the global market undersupplied through the fourth quarter is also price-supportive.In this monthly report, we weigh the bullish and bearish factors in the market to assess the net impact on benchmark crude prices in the near term and the next three months.

Crude's rally on the back of gas shortages in Europe and a coal crunch in China over the past seven weeks has lifted Brent futures to successive three-year highs and WTI futures to levels not seen in seven years.There is some relief in sight for the energy crisis, with Europe due to start receiving more natural gas into its storages from Russia's Gazprom PJSC (GAZP RM) and Chinese coal mines starting to ramp up output under government orders.However, with winter demand rising in tandem, the market may remain tightly balanced, sustained a fear premium in coal, gas and oil prices. The OPEC+ alliance adamantly sticking to its cautious tapering plan and keeping the global market undersupplied through the fourth quarter is also price-supportive.In this monthly report, we weigh the bullish and bearish factors in the market to assess the net impact on benchmark crude prices in the near term and the next three months.

Vanda Insights Bulls & Bears: Near- And Short-Term View on Oil Prices

Crude Oil

Vanda Insights Bulls & Bears: Near- And Short-Term View on Oil Prices