Vandana Hari

In this discussion, Vandana Hari, an energy markets expert, sheds light on India's rapid shift to becoming a leading buyer of Russian oil since the Ukraine conflict. She explains how Indian refiners are cashing in on discounts, but at what cost? The conversation unveils the delicate dance between economic benefits and mounting diplomatic pressures from the U.S. Hari also explores the potential risks to India's trade ambitions and the ethical dilemmas of profiting from Russian crude, all against the backdrop of tightening global sanctions.

Vandana Hari, Founder of Vanda Insights and an expert in oil market analysis, shares her insights on the current state of oil prices amidst OPEC's production increase. She addresses concerns about a potential global oil glut due to higher supply amid trade tensions. The discussion touches upon the impact on US and Chinese trade relations and internal compliance challenges within OPEC+. Hari also reflects on how these dynamics affect both the oil market and the broader economic landscape.

Vandana Hari, founder of Vanda Insights and energy market analyst, explains physical oil disruptions and reserve-release math. David Finnerty, Bloomberg FX and rates strategist, breaks down dollar strength, currency moves and market volatility. They discuss IEA reserve-release reports, confusion over a Hormuz tanker escort, and risks of triple-digit physical oil prices and headline-driven market swings.

Vandana Hari, Asian oil markets specialist; Robin Mills, Middle East energy strategist; Jamal Qureshi, crude flows and routing analyst; Giacomo Prandelli, LNG and freight commentator. They discuss China halting refined fuel exports, shipping risks and insurance hurdles in the Gulf, alternative routing limits around Hormuz, surging freight costs, and broader LNG and refined product fallout.

Paul Dobson, Executive Editor for Asia Markets at Bloomberg, shares insights on Asian equities and market reactions, particularly following Samsung's preliminary earnings. He discusses the implications of rising defense spending in Asia and the impacts of China’s rare-earth export controls. Meanwhile, Vandana Hari, Founder of Vanda Insights, delves into the US government's control of Venezuelan crude, outlining the potential shifts in global oil flows and the associated geopolitical risks, including the effects on Canadian crude prices.