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: Near- And Short-Term View on Oil Prices

Weekly Oil Views: Crude's Raging Bulls May Be Missing the Downside of Energy Crisis

Weekly Oil Views: Crude Rally Perplexes, Riding on the Coattails of Gas Crunch

Weekly Oil Views: Crude Confronts Economic Headwinds in Wake of Delta

Weekly Oil Views: Uncertainty, Not Equilibrium, Keeps Crude Rangebound

Vanda Insights Bulls & Bears: Near- And Short-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

Brent vaulted over $75/barrel mid-week and was held above that key psychological mark.The two key categories of drivers – fundamentals as well as sentiment in the financial markets – were pushing in the same direction this week.A second consecutive weekly slump in US oil stockpiles and the third week of a slow resumption of Gulf of Mexico oil production and Louisiana refining operations impacted by Hurricane Ida screamed “bullish”!Meanwhile, the latest monthly data suggesting that US inflation may be levelling off, coupled with a smart rebound in retail sales in the country in August, provided additional tailwinds.The US EIA, OPEC and the IEA released their monthly market outlook reports last week and the consensus view was that the Delta wave had only delayed, not derailed oil demand recovery.But are we being too sanguine about Covid keeping its claws out of the global economy and oil demand resuming a steady upward climb in the upcoming northern hemisphere winter season?

Brent vaulted over $75/barrel mid-week and was held above that key psychological mark.The two key categories of drivers – fundamentals as well as sentiment in the financial markets – were pushing in the same direction this week.A second consecutive weekly slump in US oil stockpiles and the third week of a slow resumption of Gulf of Mexico oil production and Louisiana refining operations impacted by Hurricane Ida screamed “bullish”!Meanwhile, the latest monthly data suggesting that US inflation may be levelling off, coupled with a smart rebound in retail sales in the country in August, provided additional tailwinds.The US EIA, OPEC and the IEA released their monthly market outlook reports last week and the consensus view was that the Delta wave had only delayed, not derailed oil demand recovery.But are we being too sanguine about Covid keeping its claws out of the global economy and oil demand resuming a steady upward climb in the upcoming northern hemisphere winter season?

Weekly Oil Views: Crude Hits 7-Week Highs but Q4 Optimism Misplaced

Crude Oil

Weekly Oil Views: Crude Hits 7-Week Highs but Q4 Optimism Misplaced