Home
Opinion
Columnists
Vandana Hari

Columnists

Vandana Hari

Founder

Vanda Insights

Vandana Hari

OPEC-IEA demand divide deepens, leaving oil market guessing

In her exclusive monthly column, Vandana Hari, Founder and CEO of Vanda Insights, unpacks the record 610,000 b/d gap between OPEC and IEA’s 2025 oil demand growth forecasts, with OPEC projecting stronger consumption and tighter balances, while the IEA anticipates weaker emerging market demand, higher non-OPEC supply, and prolonged oversupply, leaving market participants without a clear consensus.

Oil Barrels (1)

Vandana Hari

Why the EU’s latest sanctions risk deepening global energy trade dysfunction

Rather than refining and reinforcing the existing sanctions regime, the European Union's latest sanctions package on Russia has opted to layer on complexity without coherence. The new measures appear untethered from the practicalities of enforcement or the realities of global energy trade, writes Vandana Hari in her latest column.

Oil Markets (1)

Vandana Hari

Crude reality: oil market in an era of surging risk premium

The outbreak of aerial warfare between Israel and Iran since June 13 and the resulting surge in crude’s risk premium is a stark reminder that no matter how carefully and dynamically market stakeholders calibrate global oil supply and demand fundamentals, geopolitical flashpoints can erupt without warning to upend all assumptions and strategies, writes Vandana Hari in her exclusive column for Energy Connects

oil-capex-15529

Vandana Hari

Pragmatic recalibration: OPEC+ plays the long game beneath the chaos

Much ink has been spilled in dissecting the OPEC/non-OPEC alliance’s unexpected decision to accelerate the phaseout of its production cuts through May and June, which heaped more pressure on crude prices already reeling from a worsening global economic outlook. But a lot of the analysis misses the mark as it assumes one-dimensional objectives of the group and retrofits the prognosis to a pre-ordained narrative of imminent collapse, writes Vandana Hari

Oil Barrels

Vandana Hari

Five reasons OPEC+ is right to proceed with its supply boost

The OPEC/non-OPEC alliance made the right decision on March 3 to proceed with a gradual tapering of the 2.2 million b/d of collective production cuts by eight members from April, after having postponed the tapering thrice last year. Though the move may have added to the downward pressure on crude, the main reason for Brent futures crashing through $70/barrel, a floor the alliance would likely want to defend, was the tariff wars unleashed by US President Donald Trump against Canada, Mexico and China.

Oil Barrel

Vandana Hari

Women in energy: busting some myths on what gets them in and moves them up

International Women’s Day always prompts contemplation, debates and discussions around how well workplaces around the world are empowering women and ensuring better gender balance through the corporate hierarchy. The energy sector, where I have had a career spanning nearly three decades, is commonly cited for a relatively low representation of women in the workforce, and an even smaller footprint at the top.

VANDANA Day3 Web

Vandana Hari

After China, who will drive the global growth in oil demand?

The global oil market is at a historic inflection point on demand and there are no straight contenders for the driving seat being vacated by China, writes Vandana Hari in her latest column for Energy Connects. The two major consumption centres of US and OECD Europe are past their historical peaks and likely to see a plateau or slip into a gradual decline. Overall global oil consumption is likely to continue growing into next decade, but the momentum will be scattered across mid-sized and smaller emerging economies in Asia, Middle East, Africa and Latin America, making the trajectory less consistent and probably more unpredictable than the one hitherto shaped by China.

Oil Barrels (1)

Vandana Hari

A year of sluggish demand and geopolitical risks for oil markets

Oil Barrels

Vandana Hari

Now is the time for OPEC+ to break its “pre-emptive” response rule

In her exclusive column, Vandana Hari, Founder of Vandana Insights, highlights how crude prices faced short-term challenges despite OPEC+ deferring production cuts, with markets cautiously navigating global demand fluctuations and awaiting the Fed's strategic response to support economic stability.

OPEC (1) (1)

Vandana Hari

Skewed oil demand narrative makes calls for $90 crude questionable

Crude’s month-long rally, which propped up Brent futures by almost US $10/barrel to a nine-week high settlement of $87.43/barrel on July 4, split the market between bulls predicting $90 and sceptics saying seemed like a stretch.

oil-capex-15529

Previous 1 2 Next

Columnists

Robin Mills

Lorenzo Totaro

Gaurav Sharma

Mickael Vogel

Vandana Hari

©2023 Energy Connects. All Rights Reserved

ABOUT US | CAREERS | PRIVACY POLICY | COOKIE POLICY | | CONTACT US

Member of

dmg events is an international exhibition and conference organiser, publisher and information provider to the Energy, Construction, Plastics, Coatings, Manufacturing, Transport, Design and Hospitality industries.

Back To Top