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: In a Cauldron of Delta Wave, Fed Tapering

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

Weekly Oil Views: Delta Surge Makes Global Oil Demand Picture Murky

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

Weekly Oil Views: Delta Surge in US, China Portends Bumpy Demand Recovery

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

The summer bump for oil is over, and the Delta slump is here.
Brent's $70.59/barrel settlement on Friday represented a nearly 9% discount to its 32-month-high settle of $77.16 on the 5th of July.
The Delta wave situation is still fluid. It will keep the market in a state of flux and maintaining a nervous watch on the trajectory of the resurgence and outbreaks, especially in the US and China. 
A return to the dizzying price rally of the past few months is out of the question.
The IEA last week slashed its global demand forecast for the second half of this year by 550,000 b/d from last month. Though OPEC left its demand projections unchanged, it was on the same page with the IEA in upgrading expectations for non-OPEC production, especially the US, in 2022.
Current supply-demand estimates for 2022 suggest OPEC+ may not be able to carry on with its 400,000 b/d monthly tapering path next year without risking oversupply, at least in the first half.
The prospect of having to curtail output for longer as US production returns to growth could spell trouble for the alliance’s cohesion.

The summer bump for oil is over, and the Delta slump is here.
Brent's $70.59/barrel settlement on Friday represented a nearly 9% discount to its 32-month-high settle of $77.16 on the 5th of July.
The Delta wave situation is still fluid. It will keep the market in a state of flux and maintaining a nervous watch on the trajectory of the resurgence and outbreaks, especially in the US and China. 
A return to the dizzying price rally of the past few months is out of the question.
The IEA last week slashed its global demand forecast for the second half of this year by 550,000 b/d from last month. Though OPEC left its demand projections unchanged, it was on the same page with the IEA in upgrading expectations for non-OPEC production, especially the US, in 2022.
Current supply-demand estimates for 2022 suggest OPEC+ may not be able to carry on with its 400,000 b/d monthly tapering path next year without risking oversupply, at least in the first half.
The prospect of having to curtail output for longer as US production returns to growth could spell trouble for the alliance’s cohesion.

Weekly Oil Views: Crude Bids Farewell to Summer Bump, Prices in the Delta Dent

Crude Oil

Weekly Oil Views: Crude Bids Farewell to Summer Bump, Prices in the Delta Dent