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: Crude, Back near 2-Year Highs, Lurks in Overbought Territory

Quick Views: Crude Likely to Recoup Some Losses After 9% Pullback

Weekly Oil Views: Crude's 9% Pullback May Prompt Continued OPEC+ Restraint

Bulls & Bears: Short- And Medium-Term View on Oil Prices

Weekly Oil Views: Crude Loses Grip on 13-Month Peak but Fundamentally Bullish

Weekly Oil Views: Crude's Incessant Rally Halts Just Before OPEC+ Meet. What Next?

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 stunned the market with its decision last Thursday to roll over its current production curbs into April.It was in effect a Saudi coup, involving a surprise extension of its 1 million b/d unilateral cut initially instituted for February-March. In a classic head fake (some might say a test balloon), the Kingdom had signalled a desire to reverse this cut, via a report in The Wall Street Journal on February 17. OPEC+ had been widely expected to boost supply by 1.0-1.5 million b/d, taking the cue from a 30% spike in prices this year on an improving outlook for global oil demand.Crude responded with an 8% spike over Thursday and Friday. At the week's close, Brent was eyeing the $70 psychological mark, not seen since May 2019.Here's our take on OPEC+’s latest deal and the bigger shifts underway that it signals.

The OPEC/non-OPEC alliance stunned the market with its decision last Thursday to roll over its current production curbs into April.It was in effect a Saudi coup, involving a surprise extension of its 1 million b/d unilateral cut initially instituted for February-March. In a classic head fake (some might say a test balloon), the Kingdom had signalled a desire to reverse this cut, via a report in The Wall Street Journal on February 17. OPEC+ had been widely expected to boost supply by 1.0-1.5 million b/d, taking the cue from a 30% spike in prices this year on an improving outlook for global oil demand.Crude responded with an 8% spike over Thursday and Friday. At the week's close, Brent was eyeing the $70 psychological mark, not seen since May 2019.Here's our take on OPEC+’s latest deal and the bigger shifts underway that it signals.

Weekly Oil Views: Saudi Masterstroke Puts OPEC+ on a More Hawkish Path

Crude Oil

Weekly Oil Views: Saudi Masterstroke Puts OPEC+ on a More Hawkish Path