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: OPEC+ Eyes Slow and Modest Easing of Output Cuts

Weekly Oil Views: Lingering OPEC+ Deadlock Brings Bearish Tail Risks in View

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

Weekly Oil Views: Crude May Be at an Inflection Point but $80 Is a Stretch

Weekly Oil Views: Fed Rate Hike Signal Halts Crude Rally but Demand Optimism Intact

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

Brent futures finally broke through the $75 (settlement) barrier last week and did not look back.Crude was under the influence of two “central banks” – the Fed and OPEC+ – and signals from both supported the ongoing bullish narrative.Jay Powell managed to reassure worried investors that the Fed won’t tighten monetary policy too soon. OPEC+ was less forthcoming officially, but effectively telegraphed that it won’t taper too much too soon, putting more wind in the oil bulls’ sails.The US economic rebound is well-entrenched and the main driving factor behind crude’s incessant climb. But a summer demand boom from holiday spending and release of pent-up demand should not be taken as par for the course. Plus, the recovery picture in the rest of the world is still pretty uncertain and mixed.How much more upside does crude have? Not to $80 levels, we still think, and explain why.

Brent futures finally broke through the $75 (settlement) barrier last week and did not look back.Crude was under the influence of two “central banks” – the Fed and OPEC+ – and signals from both supported the ongoing bullish narrative.Jay Powell managed to reassure worried investors that the Fed won’t tighten monetary policy too soon. OPEC+ was less forthcoming officially, but effectively telegraphed that it won’t taper too much too soon, putting more wind in the oil bulls’ sails.The US economic rebound is well-entrenched and the main driving factor behind crude’s incessant climb. But a summer demand boom from holiday spending and release of pent-up demand should not be taken as par for the course. Plus, the recovery picture in the rest of the world is still pretty uncertain and mixed.How much more upside does crude have? Not to $80 levels, we still think, and explain why.

Weekly Oil Views: A Conservative OPEC+ May Sustain Prices at Current Highs

Crude Oil

Weekly Oil Views: A Conservative OPEC+ May Sustain Prices at Current Highs