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.

Oil Macros: Brent Could Shed 10% Fear Premium if Ukraine Crisis Defused

Vanda Insights Bulls & Bears: Near- And Short-Term View on Oil Prices

Weekly Oil Views: Crude Looks past Omicron as Data Validates Mild Impact Expectations

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>
<li>Demand cheer and supply fear have become the major drivers behind crude's spike to 7-year highs.</li>
<li>Escalating tensions between the US and Russia over Ukraine are a major trigger for a fear premium. But a military conflict and supply disruption is not our base case.</li>
<li>Constant OPEC+ output shortfall and a thinning cushion of OECD stocks makes the market ultra-sensitive to any actual or feared supply disruptions.</li>
</ul>


Demand cheer and supply fear have become the major drivers behind crude's spike to 7-year highs.
Escalating tensions between the US and Russia over Ukraine are a major trigger for a fear premium. But a military conflict and supply disruption is not our base case.
Constant OPEC+ output shortfall and a thinning cushion of OECD stocks makes the market ultra-sensitive to any actual or feared supply disruptions.


OIL MACROS: Snowballing Supply Worries May Keep Prices Elevated

Crude Oil

OIL MACROS: Snowballing Supply Worries May Keep Prices Elevated