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: Delta Surge in US, China Portends Bumpy Demand Recovery

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

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

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

Weekly Oil Views: Lingering OPEC+ Deadlock Brings Bearish Tail Risks in View

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 ongoing Delta resurgence across the globe has amplified the dichotomy between the haves and the have-nots in terms of countries with access to Covid vaccines.Wide disparity in vaccination rates between countries hit by the Delta variant is translating to a huge variance in hospitalisations, deaths, and government response to fresh outbreaks.The correlations or the chain of events and reactions that the market had come to rely upon through 2020 to guide outlook and sentiment are breaking down.The world may have entered a period of peak transition between “Fighting Covid” and “Living with Covid”. And it could be a long one.

The ongoing Delta resurgence across the globe has amplified the dichotomy between the haves and the have-nots in terms of countries with access to Covid vaccines.Wide disparity in vaccination rates between countries hit by the Delta variant is translating to a huge variance in hospitalisations, deaths, and government response to fresh outbreaks.The correlations or the chain of events and reactions that the market had come to rely upon through 2020 to guide outlook and sentiment are breaking down.The world may have entered a period of peak transition between “Fighting Covid” and “Living with Covid”. And it could be a long one.

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

Crude Oil

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