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: Demand Worries Begin to Chip Away Crude's Big Gains

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

Weekly Oil Views: Market Cheers Saudi Cut but Has a Blinkered View

CRUDE IN 2021: Poised for a Slow-Motion Bull Run

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 first week of January saw crude in the throes of a bull run on the back of a surprise Saudi cut. We stuck our neck out to say the market had a blinkered view and would need to reconcile the crimp in demand from a raging pandemic and associated restrictions.
We were on the right track. Brent surged to fresh 11-month highs above $56 last Tuesday but the rally stalled in the second half of the week (shrugging off Biden's $1.9 trillion stimulus package) and prices slid by just over 2% on Friday.
Remember the theme of our year-end special report? We called for a “slow-motion bull run” in 2021. The new year is only a fortnight old, but the tug-of-war between vaccine optimism and Covid realism is playing out just as we expected.
Be prepared for a two steps forward-one step back rally in crude, at least through this quarter, potentially through H1 2021.

The first week of January saw crude in the throes of a bull run on the back of a surprise Saudi cut. We stuck our neck out to say the market had a blinkered view and would need to reconcile the crimp in demand from a raging pandemic and associated restrictions.
We were on the right track. Brent surged to fresh 11-month highs above $56 last Tuesday but the rally stalled in the second half of the week (shrugging off Biden's $1.9 trillion stimulus package) and prices slid by just over 2% on Friday.
Remember the theme of our year-end special report? We called for a “slow-motion bull run” in 2021. The new year is only a fortnight old, but the tug-of-war between vaccine optimism and Covid realism is playing out just as we expected.
Be prepared for a two steps forward-one step back rally in crude, at least through this quarter, potentially through H1 2021.

Weekly Oil Views: Pandemic Punctuates Crude Rally, Expect More of the Same

Crude Oil

Weekly Oil Views: Pandemic Punctuates Crude Rally, Expect More of the Same