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ClipperBlog

21 June

Saudi's pre-OPEC meeting ramp up

As discussed on CNBC Asia last night, Core OPEC has been ramping up exports this month ahead of tomorrow's OPEC meeting in Vienna. Historically, production typically rises ahead of an OPEC quota hike, and this time looks no different. 

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Tagged Saudi crude exports, OPEC oil exports Leave a comment
21 June

ClipperClip: OPEC cuts already being unwound

Last night's appearance on CNBC Asia highlighted that OPEC is definitely going to unwind the production cut deal. In fact, it appears they already have.

Historically, production rises ahead of an OPEC quota increase, and Saudi Arabia, Kuwait and UAE - the key proponents of the OPEC production cut deal - are all showing significantly higher crude exports so far this month, as spigots are opened...

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Tagged Saudi oil exports, Kuwait oil exports, UAE oil exports, OPEC production cuts, OPEC oil production 1 Comment
19 June

Chinese Tariffs and US Energy Flows

Tensions were already running high betwixt the U.S. and China before trade threats were ratcheted up once more this week. As we know all too well, all paths lead back to energy: hence commodity flows will likely feel the brunt of the current collywobbles.

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Tagged US LNG exports, US LPG exports, US oil exports, china crude imports Leave a comment
19 June

ClipperClips: OPEC & M'OPEC

This morning's appearance on CNBC Squawk Box once again addressed the notion of 'don't fight the Falih', and the likelihood of Saudi and Russia dialing back on production cuts at Friday's semi-annual meeting.  

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Tagged OPEC production cuts, Iraq crude exports, OPEC crude exports, saudi arabia crude exports 1 Comment
08 June

A Sneak Peek at ClipperView

The mighty Abudi Zein and myself are back on the road next week for our semi-annual tour, providing a six-month proprietary outlook on oil and product markets. To give you a flavor of some of the topics we will be covering, hark, check out a couple of the charts below.

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Tagged OPEC crude exports, us crude exports, ClipperView, Canadian crude exports 5 Comments
25 May

ClipperClip: Levels of Significance

This morning's appearance on CNBC Squawk Box covered levels of significance, as Brent tests $80/bbl and retail gasoline $3/gal. Hark, click on the below mugshot to launch to the clip, before Joe Kernen went off on a tangent...!

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Tagged OPEC oil exports, Iran, CNBC, venezuela crude exports Leave a comment
24 May

About those Iranian and Venezuelan Flows

The threat of falling oil supply from both Iran and Venezuela looms large amid geopolitical tension, economic fears and sanctions. All the while, both are scrambling to maintain flows to key destinations. Below we take a peek at some such routes, and how flows could change.

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Tagged US imports of Venezuelan crude, Iran crude exports Leave a comment
22 May

ClipperClips: Pumping Prices

Nutty times in the oil market (again). Yesterday morning I was out on NPR's Texas Standard discussing retail gasoline prices as they approach the $3/gallon handle, you can listen to the segment here. I also appeared on CNBC Asia last night, discussing the slow-motion car crash that is Venezuela, among other things. 

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Tagged Iran oil exports, venezuela crude exports, naphtha exports to Venezuela Leave a comment
15 May

Guest blog: Election Throws Iraq into Uncertainty

This is a guest blog by Noam Raydan, Geopolitical Analyst at ClipperData. She focuses on political and security developments that could disrupt petroleum flows around the globe. She previously worked as a reporter for the Wall Street Journal and the Financial Times at their Beirut bureaus, covering Lebanon, Syria, and Iraq. She has also been a research analyst and consultant, focusing on...

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Tagged Iraq elections, Iraq oil industry Leave a comment
30 April

Electric Avenue

A Bloomberg article about electric buses in China is getting a good amount of mileage (sorry), and rightly so, given its detrimental impact on product demand (hark, ~70kbd this year). While China increases its focus on electric vehicles and takes aim at fuel emissions, it is also becoming a bigger player in the global fuels market, as exports increase amid higher domestic refining activity.  

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Tagged China product exports, China refinery runs, Ursa 1 Comment

About the Author

Matt Smith deciphers and distills what is most relevant across the energy complex into cohesive and pithy knowledge you can use. The belly laugh is a bonus.

Matt Smith

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