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: Fed Rate Hike Signal Halts Crude Rally but Demand Optimism Intact

Weekly Oil Views: Iran Deal Sell-Off May Be Premature

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

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

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 rallied to fresh two-year highs last week, finally vaulting above the $70 mark and surpassing $71 soon after.WTI vaulted to levels not seen since October 2018, with the main driver of market bullishness, a sharp rebound in US demand, giving it a relatively bigger boost.The Memorial Day weekend travel spree in the US fuelled confidence that the country had put more than a year of Covid constraints behind it. Strong macro-economic data from the country has been steadily bolstering that narrative in recent weeks.Among the confluence of factors supporting crude’s climb were OPEC+ resisting opening the spigots a bit wider than planned for June and July, the prospect of a US-Iran deal retreating into the distance, and a sustained and sharp decline in Covid cases in India allowing states to start reopening gradually. But that doesn’t mean crude is now on course for $80, a prediction some analysts touted again last week. We explain why.

Brent rallied to fresh two-year highs last week, finally vaulting above the $70 mark and surpassing $71 soon after.WTI vaulted to levels not seen since October 2018, with the main driver of market bullishness, a sharp rebound in US demand, giving it a relatively bigger boost.The Memorial Day weekend travel spree in the US fuelled confidence that the country had put more than a year of Covid constraints behind it. Strong macro-economic data from the country has been steadily bolstering that narrative in recent weeks.Among the confluence of factors supporting crude’s climb were OPEC+ resisting opening the spigots a bit wider than planned for June and July, the prospect of a US-Iran deal retreating into the distance, and a sustained and sharp decline in Covid cases in India allowing states to start reopening gradually. But that doesn’t mean crude is now on course for $80, a prediction some analysts touted again last week. We explain why.

Weekly Oil Views: Crude May Be at an Inflection Point but $80 Is a Stretch

Crude Oil

Weekly Oil Views: Crude May Be at an Inflection Point but $80 Is a Stretch