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 in Correction Territory Amid Oversupply, Risk Aversion

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

<ul style="list-style-type: disc;">
<li>News of US President contracting Covid-19 sent risk assets into a tailspin on Friday; Brent hit fresh three-month lows below $40.</li>
<li>Heightened uncertainty over next few days likely to amplify volatility in all markets.</li>
<li>Crude may recover some ground if/when Trump is out of the woods and if the US stimulus package is passed. But a strong rebound is unlikely, given continued pressure from supply-demand fundamentals.</li>
<li>The spotlight may turn to OPEC+ now: Will the producers' alliance stay its current course or be willing to walk back its 2 million b/d supply increment since August? Our view on how crude may respond in either situation.</li>
</ul>


News of US President contracting Covid-19 sent risk assets into a tailspin on Friday; Brent hit fresh three-month lows below $40.
Heightened uncertainty over next few days likely to amplify volatility in all markets.
Crude may recover some ground if/when Trump is out of the woods and if the US stimulus package is passed. But a strong rebound is unlikely, given continued pressure from supply-demand fundamentals.
The spotlight may turn to OPEC+ now: Will the producers' alliance stay its current course or be willing to walk back its 2 million b/d supply increment since August? Our view on how crude may respond in either situation.


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

Crude Oil

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