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.

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

Weekly Oil Views: Crude Confronts Economic Headwinds in Wake of Delta

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

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

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 troika of a festering Delta wave, a slew of weak July macro-economic data and the Fed signalling plans to begin tapering its asset purchases by the end of this year proved lethal for crude in the week to August 20. Brent futures notched their longest losing streak since February 2018 with a cumulative slump of nearly 9% over seven trading sessions at Friday's settle. There is something the markets haven’t yet noticed or paid heed to, but is evident if you look closely at the global data on the Delta wave – it is starting to plateau! China appears to be on the cusp of squashing its month-old Delta wave. And though cases as well as hospitalisations and deaths are continuing to climb in the US, they remain concentrated in parts of the southern states and a return to Covid-era restrictions on mobility and non-essential businesses is all but ruled out.And let us not forget OPEC+. It is unlikely to stand by and watch crude in a tailspin on expectations of the market swinging into oversupply. The alliance’s 400,000 b/d monthly supply boost is not cast in stone.All in, we think much of Brent’s 16% decline from the 32-month highs notched on July 5 may be justified for the time being, but we wouldn’t bet on a continued slide.

The troika of a festering Delta wave, a slew of weak July macro-economic data and the Fed signalling plans to begin tapering its asset purchases by the end of this year proved lethal for crude in the week to August 20. Brent futures notched their longest losing streak since February 2018 with a cumulative slump of nearly 9% over seven trading sessions at Friday's settle. There is something the markets haven’t yet noticed or paid heed to, but is evident if you look closely at the global data on the Delta wave – it is starting to plateau! China appears to be on the cusp of squashing its month-old Delta wave. And though cases as well as hospitalisations and deaths are continuing to climb in the US, they remain concentrated in parts of the southern states and a return to Covid-era restrictions on mobility and non-essential businesses is all but ruled out.And let us not forget OPEC+. It is unlikely to stand by and watch crude in a tailspin on expectations of the market swinging into oversupply. The alliance’s 400,000 b/d monthly supply boost is not cast in stone.All in, we think much of Brent’s 16% decline from the 32-month highs notched on July 5 may be justified for the time being, but we wouldn’t bet on a continued slide.

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

Crude Oil

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