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 Avoids a Correction, Propped up by a Weakening Dollar

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Weekly Oil Views: Crude Hits 4-Month Highs, May Get a Reality Check from Demand

Weekly Oil Views: Market Moves past Fear of Virus Wave as Demand Rebounds

Weekly Oil Views: $40 Floor Holds for Brent but Further Upside Limited

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

We said in our last weekly note that crude, at four-month highs, was ripe for a reality check from demand concerns. It got a jolt last Thursday.The jubilation over a <a href="https://www.smartkarma.com/entities/gilead-sciences-inc" target="_blank" data-smartkarma-citation="entities:973:1" rel="noopener">Gilead Sciences (GILD US)'s </a>announcement of further proof of the success of its drug remdesivir in lowering the chances of death in coronavirus patients spurred a late-day US stock market rally and swept up crude in its wake to end the week on a strong note.The OPEC/non-OPEC alliance is poised to add 2.2 million b/d of crude to the global supply from August 1. The decision is expected to be rubber-stamped next week, and it's too late for an about-turn.But we expect lingering concerns over the surge of the coronavirus in several US states -- and in pockets across the world -- coupled with additional supply from OPEC+ to yank crude down again from its current perch.

We said in our last weekly note that crude, at four-month highs, was ripe for a reality check from demand concerns. It got a jolt last Thursday.The jubilation over a Gilead Sciences (GILD US)'s announcement of further proof of the success of its drug remdesivir in lowering the chances of death in coronavirus patients spurred a late-day US stock market rally and swept up crude in its wake to end the week on a strong note.The OPEC/non-OPEC alliance is poised to add 2.2 million b/d of crude to the global supply from August 1. The decision is expected to be rubber-stamped next week, and it's too late for an about-turn.But we expect lingering concerns over the surge of the coronavirus in several US states -- and in pockets across the world -- coupled with additional supply from OPEC+ to yank crude down again from its current perch.

주간 원유 전망: 원유 가격 잠시 하락, 이후 더 높아질 가능성

Crude Oil

주간 원유 전망: 원유 가격 잠시 하락, 이후 더 높아질 가능성