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 Bids Farewell to Summer Bump, Prices in the Delta Dent

Weekly Oil Views: In a Cauldron of Delta Wave, Fed Tapering

Weekly Oil Views: Delta Surge Makes Global Oil Demand Picture Murky

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

Weekly Oil Views: OPEC+ Deal May Unlock Next Leg Higher in Crude

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

Last week’s oil market bore out the postulation in our previous commentary, that the world has likely entered peak transition between “fighting Covid” and “living with Covid”, a period of heightened uncertainty and unpredictability.The raging Delta variant-led global resurgence of Covid continued to occupy centre-stage last week, with growing outbreaks in the world’s top two oil consumers, the US and China, the focus of attention. In a slow-motion recapitulation of the price crash of 19th July, demand fears pounded Brent and WTI futures down by around 8% through the first half of the week. The Delta resurgence, now gripping a country that has among the world’s highest vaccination rates and a country that had managed to deliver on a “Zero Covid” strategy for well over a year, is a painful reminder that we are still at sea when it comes to figuring out this pandemic.We feel vindicated in standing apart from the raging bulls calling for $80 (or higher) crude this summer, and projecting a $65-75/barrel range for Brent.The highly-anticipated summer bump for crude may already be over and a challenging autumn and winter may be lying in wait round the corner.

Last week’s oil market bore out the postulation in our previous commentary, that the world has likely entered peak transition between “fighting Covid” and “living with Covid”, a period of heightened uncertainty and unpredictability.The raging Delta variant-led global resurgence of Covid continued to occupy centre-stage last week, with growing outbreaks in the world’s top two oil consumers, the US and China, the focus of attention. In a slow-motion recapitulation of the price crash of 19th July, demand fears pounded Brent and WTI futures down by around 8% through the first half of the week. The Delta resurgence, now gripping a country that has among the world’s highest vaccination rates and a country that had managed to deliver on a “Zero Covid” strategy for well over a year, is a painful reminder that we are still at sea when it comes to figuring out this pandemic.We feel vindicated in standing apart from the raging bulls calling for $80 (or higher) crude this summer, and projecting a $65-75/barrel range for Brent.The highly-anticipated summer bump for crude may already be over and a challenging autumn and winter may be lying in wait round the corner.

Weekly Oil Views: Delta Surge in US, China Portends Bumpy Demand Recovery

Crude Oil

Weekly Oil Views: Delta Surge in US, China Portends Bumpy Demand Recovery