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 Jumps 30% on Vaccine Cheer but Not Immune to Pullback

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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

A flurry of highly encouraging results from late-stage trials of Covid vaccines over the past fortnight sparked off a euphoric rally in risk assets and lifted crude prices to two-and-a-half-month highs.Unfortunately, the “finish line” for vaccine development is the starting point of a long, arduous journey to immunising a substantial proportion of the 7.8 billion people across the globe.Stock markets are fully pricing in an expected recovery in corporate revenues and profits. But the oil complex has to balance future optimism with the current physical markets, which may soon be teetering on the brink of oversupply.OPEC+ last week again signalled a willingness to forego its 1.9 million b/d supply boost scheduled for January 2021 but appeared to leave the door open for other options. Options it doesn't really have, unless it is willing to see Brent slipping below the $40 threshold.

A flurry of highly encouraging results from late-stage trials of Covid vaccines over the past fortnight sparked off a euphoric rally in risk assets and lifted crude prices to two-and-a-half-month highs.Unfortunately, the “finish line” for vaccine development is the starting point of a long, arduous journey to immunising a substantial proportion of the 7.8 billion people across the globe.Stock markets are fully pricing in an expected recovery in corporate revenues and profits. But the oil complex has to balance future optimism with the current physical markets, which may soon be teetering on the brink of oversupply.OPEC+ last week again signalled a willingness to forego its 1.9 million b/d supply boost scheduled for January 2021 but appeared to leave the door open for other options. Options it doesn't really have, unless it is willing to see Brent slipping below the $40 threshold.

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

Crude Oil

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