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.

Oil in 2022: See It Through the Prism of Covid

Oil in 2022 (Part 2): How to View Fundamentals and Geopolitics

Bulls & Bears: Immediate and Short-Term View on Oil Prices

Weekly Oil Views: Resurgent Covid May Prompt Pause in OPEC+ Supply Hikes

Weekly Oil Views: OPEC+ Calm Rescues Crude from Omicron-Induced Panic Selling

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

<ul>
<li>Crude came in for a panic sell-off by pricing in the worst-case scenario on Omicron. A subsequent relief rally only recouped a little over half the $13 in cumulative losses.</li>
<li>It may remain in a holding pattern for the rest of December, as markets adopt a wait-and-watch approach in holiday-thinned trading.  </li>
<li>A lot of noise on the geopolitical front: Iran deal talks, Ukraine tensions and Libyan presidential elections. But for now, the market has no clue what to price in.</li>
</ul>


Crude came in for a panic sell-off by pricing in the worst-case scenario on Omicron. A subsequent relief rally only recouped a little over half the $13 in cumulative losses.
It may remain in a holding pattern for the rest of December, as markets adopt a wait-and-watch approach in holiday-thinned trading.  
A lot of noise on the geopolitical front: Iran deal talks, Ukraine tensions and Libyan presidential elections. But for now, the market has no clue what to price in.


Weekly Oil Views: Omicron Uncertainty May Keep Brent Tethered to the Low-$70s

Crude Oil

Weekly Oil Views: Omicron Uncertainty May Keep Brent Tethered to the Low-$70s