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 Overshoots in Rebound to One-Month Highs

Weekly Oil Views: Crude Dips on India Covid Woes but Summer Optimism Sustains

BULLS & BEARS: Short- And Medium-Term View on Oil Prices

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

Weekly Oil Views: A Skittish Market Subdues Bulls, Puts Ball in OPEC+'s Court

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

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

We said in our Bulls &amp; Bears report last week that crude's 3-4% higher settle on April 1 was incongruous with OPEC+'s decision earlier in the day to ramp up supply by about 2 million b/d over May-July, that prices would pull back and become range-bound in the low-$60s for Brent for the very near term. That is exactly what transpired.What next? Equal and opposite forces working on oil market sentiment -- major among them signs of the US economy picking up steam while Europe remains in the Covid doldrums and fresh hotspots emerge across Asia -- have left crude price in a limbo.When they break out of the current range, it is more likely to be upwards rather than downwards. The latest OPEC+ decision was a dampener but we believe the alliance, and especially Saudi Arabia with its recently-introduced unilateral output cuts, will walk back some of the planned supply boosts if they see crude remaining under downward pressure.Also in this report, our take on the implications of the US and Iran launching "indirect" talks last week to revive the 2015 nuclear deal.

We said in our Bulls &amp; Bears report last week that crude's 3-4% higher settle on April 1 was incongruous with OPEC+'s decision earlier in the day to ramp up supply by about 2 million b/d over May-July, that prices would pull back and become range-bound in the low-$60s for Brent for the very near term. That is exactly what transpired.What next? Equal and opposite forces working on oil market sentiment -- major among them signs of the US economy picking up steam while Europe remains in the Covid doldrums and fresh hotspots emerge across Asia -- have left crude price in a limbo.When they break out of the current range, it is more likely to be upwards rather than downwards. The latest OPEC+ decision was a dampener but we believe the alliance, and especially Saudi Arabia with its recently-introduced unilateral output cuts, will walk back some of the planned supply boosts if they see crude remaining under downward pressure.Also in this report, our take on the implications of the US and Iran launching "indirect" talks last week to revive the 2015 nuclear deal.

Weekly Oil Views: Sentiment Caught in a Time and Geographic Deadlock

Crude Oil

Weekly Oil Views: Sentiment Caught in a Time and Geographic Deadlock