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: Crude Dips on India Covid Woes but Summer Optimism Sustains

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

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

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

Weekly Oil Views: A Skittish Market Subdues Bulls, Puts Ball in OPEC+'s Court

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

The bullish narrative of the world being on the cusp of controlling Covid had been overshadowed by Europe’s renewed Covid woes between mid-March and mid-April. Last week, it stormed back centre-stage and propped Brent and WTI futures to one-month highs.A string of upbeat US macro-economic data for March and was reinforced by a jump in the country’s weekly fuel sales. OPEC, the US Energy Information Administration as well the International Energy Agency synchronously upgraded their 2021 global oil demand forecasts, adding to the gathering upward momentum.The problem with the rally is that the unbridled optimism is based on a blinkered view. The pandemic is far from over. The latest 7-day average of global count of new daily cases stands above 736,000, almost on par with the all-time-high hit around January 11. A handful of more transmissible coronavirus mutants are triggering fresh outbreaks. Some  may be deadlier while others may be able to evade antibodies and thus render the current jabs ineffective.  Vaccination drives continue to suffer setbacks.So, what now? Crude has overshot to the upside and will need to reconcile by replacing the rosy US portrait with a very mixed and uncertain global picture.

The bullish narrative of the world being on the cusp of controlling Covid had been overshadowed by Europe’s renewed Covid woes between mid-March and mid-April. Last week, it stormed back centre-stage and propped Brent and WTI futures to one-month highs.A string of upbeat US macro-economic data for March and was reinforced by a jump in the country’s weekly fuel sales. OPEC, the US Energy Information Administration as well the International Energy Agency synchronously upgraded their 2021 global oil demand forecasts, adding to the gathering upward momentum.The problem with the rally is that the unbridled optimism is based on a blinkered view. The pandemic is far from over. The latest 7-day average of global count of new daily cases stands above 736,000, almost on par with the all-time-high hit around January 11. A handful of more transmissible coronavirus mutants are triggering fresh outbreaks. Some  may be deadlier while others may be able to evade antibodies and thus render the current jabs ineffective.  Vaccination drives continue to suffer setbacks.So, what now? Crude has overshot to the upside and will need to reconcile by replacing the rosy US portrait with a very mixed and uncertain global picture.

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

Crude Oil

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