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.

BULLS & BEARS: Short- And Medium-Term View on Oil Prices

Weekly Oil Views: Promise of Summer Demand Boom Obscures Attendant Risk

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Weekly Oil Views: Sentiment Caught in a Time and Geographic Deadlock

Weekly Oil Views: Crude Overshoots in Rebound to One-Month Highs

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

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 cooled off from one-month highs last week with a 2-3% pullback in Brent and WTI futures but appeared to have bottomed out, with a modest bounce up by Friday.  
India’s Covid spike is brutal but the country is avoiding another national lockdown, opting instead for a combination of localised curfews and tightened restrictions over weekends. Oil demand is expected to ease after hitting levels not seen since November 2019 in March, but not crumble.
Meanwhile, the US economy continues to stride towards normalcy and leisure travel is picking up, albeit within national borders. Across the pond, the UK may finally be out of the woods and continental Europe is picking up the pieces on its vaccination drive and gearing up to open its borders to summer holiday travellers.
We expect crude to begin inching up again, with a possibly stronger upward momentum returning in May.

Crude cooled off from one-month highs last week with a 2-3% pullback in Brent and WTI futures but appeared to have bottomed out, with a modest bounce up by Friday.  
India’s Covid spike is brutal but the country is avoiding another national lockdown, opting instead for a combination of localised curfews and tightened restrictions over weekends. Oil demand is expected to ease after hitting levels not seen since November 2019 in March, but not crumble.
Meanwhile, the US economy continues to stride towards normalcy and leisure travel is picking up, albeit within national borders. Across the pond, the UK may finally be out of the woods and continental Europe is picking up the pieces on its vaccination drive and gearing up to open its borders to summer holiday travellers.
We expect crude to begin inching up again, with a possibly stronger upward momentum returning in May.

Weekly Oil Views: Crude Dips on India Covid Woes but Summer Optimism Sustains

Crude Oil

Weekly Oil Views: Crude Dips on India Covid Woes but Summer Optimism Sustains