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: US Cheer Spurs Fresh Crude Rally but Downside Risks Lurk

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

Weekly Oil Views: Promise of Summer Demand Boom Obscures Attendant Risk

BULLS & BEARS: Short- And Medium-Term View on Oil Prices

Weekly Oil Views: Crude Hemmed in by Demand Uncertainty, Spectre of Inflation

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

Brent tried to vault above the $70 psychological mark and failed again last Monday. By the end of the week, those levels looked way out of reach.A perfect storm made of risk aversion in the broader financial markets, Covid’s lingering grip on India and parts of Asia, and reports of the US and Iran progressing towards reviving the 2015 nuclear deal, yanked crude down by a cumulative 6% between Tuesday and Thursday.While the first two factors are likely to continue posing headwinds for crude, we think the bearishness on expectations of a new wave of Iranian oil supply lashing the markets soon may be premature. We tell you why and lay out our expectations for the possible scenarios on Iran.

Brent tried to vault above the $70 psychological mark and failed again last Monday. By the end of the week, those levels looked way out of reach.A perfect storm made of risk aversion in the broader financial markets, Covid’s lingering grip on India and parts of Asia, and reports of the US and Iran progressing towards reviving the 2015 nuclear deal, yanked crude down by a cumulative 6% between Tuesday and Thursday.While the first two factors are likely to continue posing headwinds for crude, we think the bearishness on expectations of a new wave of Iranian oil supply lashing the markets soon may be premature. We tell you why and lay out our expectations for the possible scenarios on Iran.

Weekly Oil Views: Iran Deal Sell-Off May Be Premature

Crude Oil

Weekly Oil Views: Iran Deal Sell-Off May Be Premature