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 Dips on India Covid Woes but Summer Optimism Sustains

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

Amid a sense of heightening frustration and desperation over a festering virus around the globe more than a year into the pandemic, the US racing towards normalcy and European countries making plans to end restrictions for summer holiday travel is uplifting news.It prompts hope that the rest of the world, which may not be as fortunate right now, will follow suit.Crude has been rallying again with an eye on a summer demand boom.While on a personal level we prefer to think positive and stay optimistic, with an analyst’s hat on, we see the risk of a resurgence of the virus on either side of the Atlantic as borders are reopened and people allowed to mingle in the coming months.The unprecedented spike in infections triggered by new mutants of the SARS-CoV-2 not only in India, but also parts of Southeast Asia, Japan and Canada, could be a story that gets replayed in the US and Europe. Neither the US nor the EU countries will be anywhere close to “herd immunity” by summer.Not only that, but the US is abandoning the goal of herd immunity. We give you our take on the significance of this crucial development and the alternate to the dream of a “Covid-free” vaccinated world that we – and the oil market – needs to be prepared for.

Amid a sense of heightening frustration and desperation over a festering virus around the globe more than a year into the pandemic, the US racing towards normalcy and European countries making plans to end restrictions for summer holiday travel is uplifting news.It prompts hope that the rest of the world, which may not be as fortunate right now, will follow suit.Crude has been rallying again with an eye on a summer demand boom.While on a personal level we prefer to think positive and stay optimistic, with an analyst’s hat on, we see the risk of a resurgence of the virus on either side of the Atlantic as borders are reopened and people allowed to mingle in the coming months.The unprecedented spike in infections triggered by new mutants of the SARS-CoV-2 not only in India, but also parts of Southeast Asia, Japan and Canada, could be a story that gets replayed in the US and Europe. Neither the US nor the EU countries will be anywhere close to “herd immunity” by summer.Not only that, but the US is abandoning the goal of herd immunity. We give you our take on the significance of this crucial development and the alternate to the dream of a “Covid-free” vaccinated world that we – and the oil market – needs to be prepared for.

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

Crude Oil

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