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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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 OPEC/non-OPEC alliance just got back on the horse!
A two-week stalemate over the 23-member alliance's supply policy that had kept the oil market on tenterhooks was resolved with a multi-pronged deal on Sunday. The OPEC/non-OPEC alliance agreed to collective ease supply by 400,000 b/d each month starting in August, until all the remaining cuts have been unwound, potentially by September 2022.
The UAE secured the hike in its production baseline effective May 2022 that it had sought, but unexpectedly, so did four others -- Saudi Arabia, Russia, Iraq and Kuwait.  
The final agreement appears to be a "new, improved" version of the one that was scuppered by the UAE's request a fortnight ago. It offers longer-term guidance to the oil market than originally planned and may just avert further cracks in the group as its members, especially the handful with substantial spare capacity, get ready to grab back market share amid recovering global demand.
We expect the deal to open the door for the next leg higher in crude prices.

The OPEC/non-OPEC alliance just got back on the horse!
A two-week stalemate over the 23-member alliance's supply policy that had kept the oil market on tenterhooks was resolved with a multi-pronged deal on Sunday. The OPEC/non-OPEC alliance agreed to collective ease supply by 400,000 b/d each month starting in August, until all the remaining cuts have been unwound, potentially by September 2022.
The UAE secured the hike in its production baseline effective May 2022 that it had sought, but unexpectedly, so did four others -- Saudi Arabia, Russia, Iraq and Kuwait.  
The final agreement appears to be a "new, improved" version of the one that was scuppered by the UAE's request a fortnight ago. It offers longer-term guidance to the oil market than originally planned and may just avert further cracks in the group as its members, especially the handful with substantial spare capacity, get ready to grab back market share amid recovering global demand.
We expect the deal to open the door for the next leg higher in crude prices. 

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

Crude Oil

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