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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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 US and China signed their phase-one trade deal on January 15 but it barely boosted crude beyond a mild bump. Our readers will not have been surprised – because this was exactly the anticipation we had been conveying for some time.It remains to be seen if the deal – which leaves majority of US tariffs on Chinese goods intact – will move the needle on global economic momentum. As for the oil market, it will need time to decide if the prospects for demand growth need recalibrating. In the absence of a “cheer premium” from the trade deal and a firm retreat of the fear premium that the escalating US-Iran tensions had introduced at the start of this month, crude prices are now in a holding pattern.In the meantime, China’s commitment to boost purchases of US energy commodities may mean increased competition among Asian countries that had stepped up their imports of US crude over the past 18 to 24 months.Plus: The danger of long-term destabilisation that has reared its head in at least two major oil producers amid an uneasy calm in the Middle East.

The US and China signed their phase-one trade deal on January 15 but it barely boosted crude beyond a mild bump. Our readers will not have been surprised – because this was exactly the anticipation we had been conveying for some time.It remains to be seen if the deal – which leaves majority of US tariffs on Chinese goods intact – will move the needle on global economic momentum. As for the oil market, it will need time to decide if the prospects for demand growth need recalibrating. In the absence of a “cheer premium” from the trade deal and a firm retreat of the fear premium that the escalating US-Iran tensions had introduced at the start of this month, crude prices are now in a holding pattern.In the meantime, China’s commitment to boost purchases of US energy commodities may mean increased competition among Asian countries that had stepped up their imports of US crude over the past 18 to 24 months.Plus: The danger of long-term destabilisation that has reared its head in at least two major oil producers amid an uneasy calm in the Middle East. 

주간 원유 전망: 두려움이나 환호 없이 프리미엄 유지, 브렌트유는 $65 내외 균형

Crude Oil

주간 원유 전망: 두려움이나 환호 없이 프리미엄 유지, 브렌트유는 $65 내외 균형