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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Weekly Oil Views: Brent Eyes $45 on Vaccine Hope but Can't Ignore Current Realities

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

Three Covid vaccine success stories catapulted crude to nearly nine-month highs on Wednesday, but the rally was losing steam by the end of the week. 
Covid infections, hospitalisations and deaths were hitting new highs in the US. Though the numbers were levelling off in Europe under strict lockdowns, the fresh waves have battered consumer confidence on either side of the Atlantic.  
If year-end holidays worsen the pandemic, oil demand as well as sentiment may take a hit.
We wouldn't worry about speculation that the latest surge in crude prices or fresh internal rumblings might derail the OPEC/non-OPEC alliance from staying the course on its production cuts when energy ministers meet early next week. We expect a cautious and patient approach to prevail, with an extension to the end of Q1 2021 at least. 
But that may not provide much fillip to crude prices, as the decision is all but baked in.

Three Covid vaccine success stories catapulted crude to nearly nine-month highs on Wednesday, but the rally was losing steam by the end of the week. 
Covid infections, hospitalisations and deaths were hitting new highs in the US. Though the numbers were levelling off in Europe under strict lockdowns, the fresh waves have battered consumer confidence on either side of the Atlantic.  
If year-end holidays worsen the pandemic, oil demand as well as sentiment may take a hit.
We wouldn't worry about speculation that the latest surge in crude prices or fresh internal rumblings might derail the OPEC/non-OPEC alliance from staying the course on its production cuts when energy ministers meet early next week. We expect a cautious and patient approach to prevail, with an extension to the end of Q1 2021 at least. 
But that may not provide much fillip to crude prices, as the decision is all but baked in.

Weekly Oil Views: Crude Jumps 30% on Vaccine Cheer but Not Immune to Pullback

Crude Oil

Weekly Oil Views: Crude Jumps 30% on Vaccine Cheer but Not Immune to Pullback