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: Sentiment Caught in a Time and Geographic Deadlock

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

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

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

Energy ministers of the OPEC/non-OPEC alliance and Saudi Arabia once again surprised the market with their decision on April 1 to put more oil back into the market over May-July.Given the latest bout of oil demand worries on account of a third wave of Covid in Europe and daily cases measured on a global level on an upward trek once again, OPEC+ and Saudi Arabia had been widely expected to extend their collective and additional unilateral production cuts respectively at least through May.The latest deal also flew in the face of OPEC's own downgrade earlier in the week of global oil demand recovery through the second quarter. The decision had compromise written all over it --  it may have been the only way to get a consensus and maintain cohesion in the 23-member group that was persuaded by Saudi Arabia to keep a lid on output from February through April.Counter-intuitively, crude futures closed 3-4% higher on Thursday, following the OPEC+ decision. Taking the latest OPEC+ moves into account and weighing the other major influences on oil market sentiment, our latest monthly Bulls &amp; Bears report gives you our view of how prices are likely to move over the next several days and the next three months.

Energy ministers of the OPEC/non-OPEC alliance and Saudi Arabia once again surprised the market with their decision on April 1 to put more oil back into the market over May-July.Given the latest bout of oil demand worries on account of a third wave of Covid in Europe and daily cases measured on a global level on an upward trek once again, OPEC+ and Saudi Arabia had been widely expected to extend their collective and additional unilateral production cuts respectively at least through May.The latest deal also flew in the face of OPEC's own downgrade earlier in the week of global oil demand recovery through the second quarter. The decision had compromise written all over it --  it may have been the only way to get a consensus and maintain cohesion in the 23-member group that was persuaded by Saudi Arabia to keep a lid on output from February through April.Counter-intuitively, crude futures closed 3-4% higher on Thursday, following the OPEC+ decision. Taking the latest OPEC+ moves into account and weighing the other major influences on oil market sentiment, our latest monthly Bulls &amp; Bears report gives you our view of how prices are likely to move over the next several days and the next three months.

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

Crude Oil

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