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: Iran Deal Sell-Off May Be Premature

Weekly Oil Views: US Cheer Spurs Fresh Crude Rally but Downside Risks Lurk

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

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

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

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

Let’s set aside the unpredictability of the pandemic’s trajectory for a minute. Even the current global map of Covid is getting harder to read!On the one hand, you have the US, which is marching towards a full reopening, even with a daily case count of more than 30,000. On the other, there are countries in Asia intent on pursuing “Covid zero” – a complete elimination of the virus. The progression of the pandemic and the progress of immunisations also look like a patchwork across the globe. In the meantime, the constantly evolving mutants, carrying threats of higher transmissibility or resistance to immunity, have become a new source of concern, just as the spread of vaccines was starting to offer hope.All these moving parts make assessing global oil demand recovery harder than usual. The popular narrative is an expected strong rebound in the second-half of the year, marked by a nearly 5 million b/d jump in global consumption on average compared with the first half. But the downside risk to that H2 optimism is stacked high. The second half of 2021 may indeed look better with a gradual spread of vaccinations and continued reopening of economies, but we are not convinced on the quantum of improvement.

Let’s set aside the unpredictability of the pandemic’s trajectory for a minute. Even the current global map of Covid is getting harder to read!On the one hand, you have the US, which is marching towards a full reopening, even with a daily case count of more than 30,000. On the other, there are countries in Asia intent on pursuing “Covid zero” – a complete elimination of the virus. The progression of the pandemic and the progress of immunisations also look like a patchwork across the globe. In the meantime, the constantly evolving mutants, carrying threats of higher transmissibility or resistance to immunity, have become a new source of concern, just as the spread of vaccines was starting to offer hope.All these moving parts make assessing global oil demand recovery harder than usual. The popular narrative is an expected strong rebound in the second-half of the year, marked by a nearly 5 million b/d jump in global consumption on average compared with the first half. But the downside risk to that H2 optimism is stacked high. The second half of 2021 may indeed look better with a gradual spread of vaccinations and continued reopening of economies, but we are not convinced on the quantum of improvement.

Weekly Oil Views: Crude Hemmed in by Demand Uncertainty, Spectre of Inflation

Crude Oil

Weekly Oil Views: Crude Hemmed in by Demand Uncertainty, Spectre of Inflation