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.

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

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

“Crude may be at an inflection point but $80 is a stretch” we said in our weekly analysis a fortnight ago, and we stand by the view.
In our monthly Bulls &amp; Bears last week, we said we were “mildly bullish” for the near-term as well as for the next three months. We reaffirm that outlook as well. (As a reminder, “mildly bullish” is the first stop on our three-notch scale in the green, which goes up to “moderately” and “strongly” bullish.)
Last week’s wobble in crude was sparked off by the US Fed spooking investors by pencilling in a late-2023 interest rate hike, rather than a change in sentiment on oil fundamentals. But the breather allows the market to contemplate some of the downside risks on both the supply as well as the demand side that it had swept aside in the breathless rally of the past three weeks. 
Once the dust has settled on the Fed’s announcement and the OPEC/non-OPEC energy ministers have charted their course at the next meeting on July 1, crude could resume trekking up a gentle incline.

“Crude may be at an inflection point but $80 is a stretch” we said in our weekly analysis a fortnight ago, and we stand by the view.
In our monthly Bulls &amp; Bears last week, we said we were “mildly bullish” for the near-term as well as for the next three months. We reaffirm that outlook as well. (As a reminder, “mildly bullish” is the first stop on our three-notch scale in the green, which goes up to “moderately” and “strongly” bullish.)
Last week’s wobble in crude was sparked off by the US Fed spooking investors by pencilling in a late-2023 interest rate hike, rather than a change in sentiment on oil fundamentals. But the breather allows the market to contemplate some of the downside risks on both the supply as well as the demand side that it had swept aside in the breathless rally of the past three weeks. 
Once the dust has settled on the Fed’s announcement and the OPEC/non-OPEC energy ministers have charted their course at the next meeting on July 1, crude could resume trekking up a gentle incline.  

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

Crude Oil

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