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. 

<p>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. </p>

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.

<p>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.</p>

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

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