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: Brent Hones in on $41-43 Range but Prone to Skittish Slides

Weekly Oil Views: Battered by Europe Lockdowns, Crude Awaits OPEC+ Rescue

Weekly Oil Views: Volatility Ahead but May Not Rescue Crude from the Doldrums

Weekly Oil Views: Trump's Covid Throws Crude a Curveball

Weekly Oil Views: Crude Turns Political, Gyrating to US Stimulus Drama

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

Crude sentiment got a lift last week from strong China and India September oil demand data and the winter narrative shifting from demand concerns on a resurgent wave of virus to a bump in consumption from an expected colder-than-normal weather.Neither factor has staying power. One has to look past the headline numbers on China and India and avoid the risk of extrapolating a month-on-month jump to a steep forward curve.Meanwhile, the OPEC/non-OPEC alliance needs to wrestle with a growing danger of its output tipping the market back into oversupply next year.

Crude sentiment got a lift last week from strong China and India September oil demand data and the winter narrative shifting from demand concerns on a resurgent wave of virus to a bump in consumption from an expected colder-than-normal weather.Neither factor has staying power. One has to look past the headline numbers on China and India and avoid the risk of extrapolating a month-on-month jump to a steep forward curve.Meanwhile, the OPEC/non-OPEC alliance needs to wrestle with a growing danger of its output tipping the market back into oversupply next year. 

Weekly Oil Views: Resurgent Virus Dominates Frail Demand Support

Crude Oil

Weekly Oil Views: Resurgent Virus Dominates Frail Demand Support