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.

US Crude Benchmark WTI Flips into Backwardation – Is It Ready for a Bull Market?

WTI Crude Back Under Pressure from Keystone Pipeline Restart

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

For anyone needing an informed view on crude’s price band in the short- to medium-term, getting a handle on the trajectory of US tight oil production is critical. Unfortunately, this element has become a major unknown in forecasting the world’s oil supply-demand balances of late, despite the relative transparency and promptness of data around it.Oil tycoon and US shale pioneer Harold Hamm on November 16 reignited the debate around what he called the “over-forecasting” of US oil production growth by the government's Energy Information Administration, arguing that data with the shale producers showed a far more moderate rise.Kudos to the EIA for accommodating an opposing point of view in its webinar on US crude production growth, but the debate is far from settled and the oil market will likely be on the edge of its seat looking for answers for some time to come.In the face of growing uncertainty around the production trajectory, day traders and speculators will be more prone to knee-jerk responses to the weekly rig count data released every Friday, especially if it shows big swings in either direction, causing higher flat price and spread volatility around that day.

For anyone needing an informed view on crude’s price band in the short- to medium-term, getting a handle on the trajectory of US tight oil production is critical. Unfortunately, this element has become a major unknown in forecasting the world’s oil supply-demand balances of late, despite the relative transparency and promptness of data around it.Oil tycoon and US shale pioneer Harold Hamm on November 16 reignited the debate around what he called the “over-forecasting” of US oil production growth by the government's Energy Information Administration, arguing that data with the shale producers showed a far more moderate rise.Kudos to the EIA for accommodating an opposing point of view in its webinar on US crude production growth, but the debate is far from settled and the oil market will likely be on the edge of its seat looking for answers for some time to come.In the face of growing uncertainty around the production trajectory, day traders and speculators will be more prone to knee-jerk responses to the weekly rig count data released every Friday, especially if it shows big swings in either direction, causing higher flat price and spread volatility around that day.

미국 원유 생산량, 석유 시장의 예상치 못한 변수로 부상

Crude Oil

미국 원유 생산량, 석유 시장의 예상치 못한 변수로 부상