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Vandana Hari

Vandana Hari

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Founder, Vanda Insights; Asia oil markets and energy geopolitics

US Eyes Iran Talks, War Likely Persists Weeks
Social•Mar 22, 2026

US Eyes Iran Talks, War Likely Persists Weeks

This could be the beginning of the end. But feels tentative. 👉Axios reports the Trump administration is "game-planning" for potential negotiations with Iran. ❗️BUT expect the conflict to continue for at least another 2-3 weeks. Important -- It's an exploratory stage planning for if/when the war reached a pause point. Meanwhile, there are Iran's 3 key demands spelt out by Mojtaba Khamenei in his Nowruz message on March 20: 1) Immediate ceasefire and end to hostilities (no negotiations under fire) 2) Binding guarantees against future US/Israeli attacks 3) Compensation for damage inflicted during the war

By Vandana Hari
US Lifts Iran Oil Sanctions, but Supply Stays Scarce
Social•Mar 21, 2026

US Lifts Iran Oil Sanctions, but Supply Stays Scarce

US suspends Iran oil sanctions for a month, allowing sale of all barrels on water as of March 20. Another band-aid. There are no more than 30 million barrels of Iranian oil in floating storage waiting for buyers, as per ship-tracking...

By Vandana Hari
Brent Slides to $105 as Hormuz Remains Shut
Social•Mar 20, 2026

Brent Slides to $105 as Hormuz Remains Shut

Brent cools down to $105 early Friday. The war has entered its 21st day, with the Strait of Hormuz still effectively closed. Have some in the market drunk the kool-aid again?

By Vandana Hari
Joe Kent Claims Israel Relies on U.S. Lobby Power
Social•Mar 19, 2026

Joe Kent Claims Israel Relies on U.S. Lobby Power

Joe Kent tells Tucker Carlson: Israel alone cannot execute "regime change" operations on its own, so it needs the US ... which is why the Israeli lobby is so "potent, powerful and aggressive".

By Vandana Hari
Trump Claims US Ignorance, Threatens to Bomb South Pars Gas Field
Social•Mar 19, 2026

Trump Claims US Ignorance, Threatens to Bomb South Pars Gas Field

Trump on Truth Social: - Says US "knew nothing about" Israel's plan to attack Iran's South Pars - Asserts Israel will make "no more attacks" on South Pars unless Iran decides to attack Qatari assets - Threatens US will "blow up" all of...

By Vandana Hari
U.S. Mulls Deploying Thousands to Guard Hormuz Strait
Social•Mar 19, 2026

U.S. Mulls Deploying Thousands to Guard Hormuz Strait

This is big. Reuters, citing US military sources, reporting: THE US IS CONSIDERING DEPLOYING THOUSANDS MORE TROOPS TO THE MIDDLE EAST. The plan may include posting ground troops along Iran’s shoreline to protect the #StraitsOfHormuz.

By Vandana Hari
War Shifts to Energy Infrastructure, Threatening Years‑Long Fallout
Social•Mar 19, 2026

War Shifts to Energy Infrastructure, Threatening Years‑Long Fallout

We have entered a new phase of the war. It is now energy infrastructure damage and destruction, not just precautionary shutdowns. The aftershocks are going to be felt for months, possibly years.

By Vandana Hari
Australia’s Jan-Feb 2026 Clean Imports Sources Revealed
Social•Mar 18, 2026

Australia’s Jan-Feb 2026 Clean Imports Sources Revealed

Australia's clean product imports and their sources, Jan-Feb 2026, as per Vortexa. @AvidCommentator hope this helps. https://t.co/CT2PMrsEGj

By Vandana Hari
ADNOC Holds 18 Million Barrels at Korea’s Yeosu Facility
Social•Mar 18, 2026

ADNOC Holds 18 Million Barrels at Korea’s Yeosu Facility

The UAE's ADNOC stores crude at KNOC's Yeosu site. The report, if correct, suggests 18 million barrels is what it has in storage there.

By Vandana Hari
Iran Hints at Post‑War Strait of Hormuz Deal
Social•Mar 18, 2026

Iran Hints at Post‑War Strait of Hormuz Deal

Iranian FM Araghchi is talking of a new "post-war arrangement" for the Strait of Hormuz. Would be interesting to see what other details emerge. Right now, the markets are more focused on what kind of "war arrangement" might fall into place, if...

By Vandana Hari
Brent Drops Sharply; Hormuz Ship Theory Seems Dubious
Social•Mar 17, 2026

Brent Drops Sharply; Hormuz Ship Theory Seems Dubious

I am normally not a big fan of conspiracy theories to explain market phenomena. But #Brent futures slid from an intraday high of just over $106 to settle at $100.21 on Monday. The only “explanation” I can find is “because some...

By Vandana Hari
US Mitigation Efforts Fail to Ease Hormuz Crisis
Social•Mar 16, 2026

US Mitigation Efforts Fail to Ease Hormuz Crisis

As the #Strait_of_Hormuz closure enters week three and continues to drive oil prices higher, here's a list of at least six mitigating attempts by Washington, and their impact : 1⃣ Tried to downplay the closure, saying war will be over "very...

By Vandana Hari
India Seizes Iranian Tankers, Echoing US Sanctions Drive
Social•Mar 14, 2026

India Seizes Iranian Tankers, Echoing US Sanctions Drive

Via the FT. India had seized the Iranian tankers in alignment with the US’ campaign to crack down on flows of sanctioned Iranian oil. https://t.co/SDTJmAkK6R

By Vandana Hari
Khamenei Demands US Base Closures, Threatens Iranian Retaliation
Social•Mar 14, 2026

Khamenei Demands US Base Closures, Threatens Iranian Retaliation

Mojtaba Khamenei’s message to neighbouring countries contained in a long missive posted today — Close down the US bases or face continuing attacks from Iran. Full post here: https://t.co/1a5kYUwIts https://t.co/ubVQ0YNSHV

By Vandana Hari
Trump Claims Kharg Island Military Targets Destroyed, Oil Untouched
Social•Mar 14, 2026

Trump Claims Kharg Island Military Targets Destroyed, Oil Untouched

Trump says military targets on Kharg island obliterated. Oil infrastructure not touched - for now. https://t.co/96z56gVY1g

By Vandana Hari

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