Vandana Hari, founder of Vanda Insights, a Singapore-based provider of intelligence on energy markets, returns to Kopi Time. She was with us in the early days of the podcast, when WTI futures was in negative territory, and then returned around the time of Russia’s invasion of Ukraine. Today, again, energy markets have no shortage of drama. Vandana begins by addressing various scenarios over the brewing tensions in the Red Sea, especially for shipping and oil price risk premium. She also details the perverse dynamics around Russia’s energy supplies and various unintended consequences. Beyond geopolitics, she looks at the rather underwhelming supply-demand fundamentals characterising energy markets. We then talk about the future of OPEC+, state of US Shale sector, and the medium term demand for fossil fuels against green transition. Vanda offers an astute blend of industry insights and the complex realities in place. 

Vandana Hari, founder of Vanda Insights, a Singapore-based provider of intelligence on energy markets, returns to Kopi Time. She was with us in the early days of the podcast, when WTI futures was in negative territory, and then returned around the time of Russia’s invasion of Ukraine. Today, again, energy markets have no shortage of drama. Vandana begins by addressing various scenarios over the brewing tensions in the Red Sea, especially for shipping and oil price risk premium. She also details the perverse dynamics around Russia’s energy supplies and various unintended consequences. Beyond geopolitics, she looks at the rather underwhelming supply-demand fundamentals characterising energy markets. We then talk about the future of OPEC+, state of US Shale sector, and the medium term demand for fossil fuels against green transition. Vanda offers an astute blend of industry insights and the complex realities in place.

Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.

Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.

Kopi Time podcast with Taimur Baig

DBS Economics & Strategy

Kopi Time E115 - Vandana Hari on Energy Market Outlook and Risks

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/7bec6051-3e54-4450-b4a6-b0fb0023fe94/transcript

Martin Mühleisen, nonresident senior fellow at the Atlantic Council, returns to Kopi Time to talk about the state of multilateralism. He sees the recent IMF meetings marked by modest progress in securing greater funding for development and climate change, but much more remains to be done to give developing nations their requisite voice in global bodies.  On issues such as supply chain resiliency and domestic market protection, nations around the world are undertaking a variety of interventions, which may be understandable given the pandemic shock and geopolitics. Yet, they create risks for inflation, and add layers of inefficiency and distortion. Martin weighs in on US fiscal, Japan’s monetary policy, and Europe’s difficulties with the war in Ukraine and China-US friction. We round up the discussion with how to keep multilateral institutions like the IMF maintain their relevance in this multipolar world.

Martin Mühleisen, nonresident senior fellow at the Atlantic Council, returns to Kopi Time to talk about the state of multilateralism. He sees the recent IMF meetings marked by modest progress in securing greater funding for development and climate change, but much more remains to be done to give developing nations their requisite voice in global bodies.  On issues such as supply chain resiliency and domestic market protection, nations around the world are undertaking a variety of interventions, which may be understandable given the pandemic shock and geopolitics. Yet, they create risks for inflation, and add layers of inefficiency and distortion. Martin weighs in on US fiscal, Japan’s monetary policy, and Europe’s difficulties with the war in Ukraine and China-US friction. We round up the discussion with how to keep multilateral institutions like the IMF maintain their relevance in this multipolar world.

Kopi Time E122 - Development Multilateralism with Atlantic Council’s Martin Mühleisen

We catch up in Washington DC with Dr. Alexis Crow, lead, Global Geopolitical Investing Practice, pwc. Recorded on the last day of the IMF-World Bank 2024 spring meetings, we go over the  key takeaways from our interactions with policy makers and analysts. From a mild upgrade in global growth forecasts to taking stock of the scarring of the pandemic, there was a sense of cautious optimism during the meetings. Ongoing geopolitical strife of course remained a shadow, and concerns were expressed on the impact of lingering high interest rates on various economies and markets. China-US tussle over economic overcapacity and industrial policy looks likely to intensify, although there has been a welcome rise in engagement between the world’s two largest economies. We also discuss the latest deliberations on AI, climate change, and sticky inflation. 

We catch up in Washington DC with Dr. Alexis Crow, lead, Global Geopolitical Investing Practice, pwc. Recorded on the last day of the IMF-World Bank 2024 spring meetings, we go over the  key takeaways from our interactions with policy makers and analysts. From a mild upgrade in global growth forecasts to taking stock of the scarring of the pandemic, there was a sense of cautious optimism during the meetings. Ongoing geopolitical strife of course remained a shadow, and concerns were expressed on the impact of lingering high interest rates on various economies and markets. China-US tussle over economic overcapacity and industrial policy looks likely to intensify, although there has been a welcome rise in engagement between the world’s two largest economies. We also discuss the latest deliberations on AI, climate change, and sticky inflation.

Kopi Time 121 - IMF meetings takeaways with PwC's Dr. Alexis Crow

Henny Sender, after several decades of writing on international finance for the Finance Times and Wall Street Journal, presently runs Apsara Advisory, a New York-based consultancy. She joins Kopi Time to talk about her sense of the challenges facing the Chinese economy, especially the weakness in consumer sentiment. While recognising the wisdom behind self-reliance and trade openness, Henny flags several areas of concern, including property and stock market woes, as well as regulatory overhang. On Hong Kong, where she has lived for many years, Henny is blunt in her assessment. She sees substantial room available for the public sector to address affordable housing, an issue that is at the heart of the city’s competitiveness. On India, Henny sees a welcome rise in aspiration and optimism. She would however like to see more efforts to scale up manufacturing, address climate risks, and reduce protectionism for local industries.

Henny Sender, after several decades of writing on international finance for the Finance Times and Wall Street Journal, presently runs Apsara Advisory, a New York-based consultancy. She joins Kopi Time to talk about her sense of the challenges facing the Chinese economy, especially the weakness in consumer sentiment. While recognising the wisdom behind self-reliance and trade openness, Henny flags several areas of concern, including property and stock market woes, as well as regulatory overhang. On Hong Kong, where she has lived for many years, Henny is blunt in her assessment. She sees substantial room available for the public sector to address affordable housing, an issue that is at the heart of the city’s competitiveness. On India, Henny sees a welcome rise in aspiration and optimism. She would however like to see more efforts to scale up manufacturing, address climate risks, and reduce protectionism for local industries.

Kopi Time E120 - Henny Sender on China, Hong Kong, and India

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/340f2eca-5f23-47f9-abbf-b14b0081eb55/transcript

Kopi Time E115 - Vandana Hari on Energy Market Outlook and Risks

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