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 Rally Perplexes, Riding on the Coattails of Gas Crunch

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

Bulls & Bears: Near- And Short-Term View on Oil Prices

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

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

Coal, gas and electricity prices are surging to eye-watering levels.Buyers in North Asia last week paid a staggering oil equivalent of $200/barrel for imported LNG in the spot market. Thermal coal futures in China hit an all-time high of Yuan 1,376.8 ($212.92)/mt on Wednesday. Gas prices at the Dutch TTF hub, a European benchmark, have rocketed almost 400% since the start of the year. Even US benchmark Henry Hub gas futures hit seven-year highs this week.Severe gas, coal and electricity shortages are impacting industries and households alike across large swathes of Europe and China.But how does the festering energy crisis impact oil? Brent briefly traded above $80/barrel last Wednesday but remained below that psychological mark. Once again, we are not with crude’s raging bulls, who have been calling for $90 and higher levels for this winter. We think they might be missing key ingredients of the big picture in the unfolding energy crunch

Coal, gas and electricity prices are surging to eye-watering levels.Buyers in North Asia last week paid a staggering oil equivalent of $200/barrel for imported LNG in the spot market. Thermal coal futures in China hit an all-time high of Yuan 1,376.8 ($212.92)/mt on Wednesday. Gas prices at the Dutch TTF hub, a European benchmark, have rocketed almost 400% since the start of the year. Even US benchmark Henry Hub gas futures hit seven-year highs this week.Severe gas, coal and electricity shortages are impacting industries and households alike across large swathes of Europe and China.But how does the festering energy crisis impact oil? Brent briefly traded above $80/barrel last Wednesday but remained below that psychological mark. Once again, we are not with crude’s raging bulls, who have been calling for $90 and higher levels for this winter. We think they might be missing key ingredients of the big picture in the unfolding energy crunch

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

Crude Oil

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