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

<ul type="disc">
<li>Crude has settled into a narrow band once again, which is $41-43/barrel for Brent futures, but with a downside bias. Market fundamentals remain weak.</li>
<li> There are no external psychological support factors for the oil complex, either. Previous months' cheer from progress on the coronavirus vaccine front has faded, while the US stimulus deal negotiations ceased to be a prop more than a week ago. </li>
<li><span>The overall picture on the demand front continues to be dominated by worries of a resurgent virus stalling the recovery in Europe and the US.</span></li>
<li>Meanwhile, an expected supply boost of 2-3 million b/d from OPEC/non-OPEC producers from January is increasingly threatening to overwhelm the pace of demand recovery.</li>
<li>Aside from a planned tapering of the OPEC+ production cuts by 1.9 million b/d from January, Libya is poised to put an additional 1 million b/d into the market before year-end.</li>
<li>The energy ministers of Saudi Arabia and Russia last week opted for platitudes instead of addressing the looming oversupply. Are the de facto OPEC+ leaders drifting apart on market rebalancing strategy again? </li>
</ul>


Crude has settled into a narrow band once again, which is $41-43/barrel for Brent futures, but with a downside bias. Market fundamentals remain weak.
 There are no external psychological support factors for the oil complex, either. Previous months' cheer from progress on the coronavirus vaccine front has faded, while the US stimulus deal negotiations ceased to be a prop more than a week ago. 
The overall picture on the demand front continues to be dominated by worries of a resurgent virus stalling the recovery in Europe and the US.
Meanwhile, an expected supply boost of 2-3 million b/d from OPEC/non-OPEC producers from January is increasingly threatening to overwhelm the pace of demand recovery.
Aside from a planned tapering of the OPEC+ production cuts by 1.9 million b/d from January, Libya is poised to put an additional 1 million b/d into the market before year-end.
The energy ministers of Saudi Arabia and Russia last week opted for platitudes instead of addressing the looming oversupply. Are the de facto OPEC+ leaders drifting apart on market rebalancing strategy again? 


Weekly Oil Views: Brent Hones in on $41-43 Range but Prone to Skittish Slides

Crude Oil

Weekly Oil Views: Brent Hones in on $41-43 Range but Prone to Skittish Slides