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ClipperBlog

21 February

Challenges remain for Alunorte alimuna refinery



Ron Coifman

The Alunorte refinery in Barcarena, Pará state, in northern Brazil, is not likely to return to full alumina production in the near future. The company cut production from full rates after heavy rains in early 2018 raised concerns about leakage from retention ponds and potential contamination to surrounding areas.

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Tagged brazil, mining, alumina Leave a comment
20 February

ClipperClip: Heavy Heavy



Matt Smith

This morning's appearance on CNBC Squawk Box discussed the abundance of light crude amid a lack of heavy barrels ahead of IMO 2020. We also discussed signs of weaker oil demand from China and Germany, while Russia product exports ramp up. 

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Tagged IMO 2020, light sweet crude, US shale, OPEC, China product exports, US heavy crude imports, Venezuela sanctions, Iran sanctions 4 Comments
18 February

More Iraqi Crude to the US?



Noam Raydan

Asia receives the lion's share of Iraqi crude exports, accounting for nearly 60 percent of exports last year. Europe has been the second leading destination, accounting for nearly 20 percent of barrels, while flows to North America dropped last year to 14 percent.

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Tagged Iraq oil exports, geopolitics Leave a comment
18 February

The GERM Report



Dan Graeber

Welcome to The GERM Report by Dan Graeber, a commentary on the intersection between geopolitical events and the price of oil. GERM stands for Geopolitical Energy and Risk Monitoring. Our indicator is based on the expected price volatility by the end of the current trading week.

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Tagged geopolitical tension, geopolitics, Iran crude exports, Saudi Arabia Leave a comment
15 February

Sanciones contra Venezuela comienzan a tener efecto



Amir Richani

Las sanciones impuestas por los Estados Unidos a Venezuela y PdVSA comienzan a surtir efecto. Las importaciones de productos refinados del país sudamericano se detuvieron por 11 días, mientras que las importaciones de crudo venezolano a los Estados Unidos se han reducido considerablemente.

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Tagged Maduro, Guaido, venezuela crude exports, US imports of Venezuelan crude Leave a comment
14 February

The LSFO Terror



Josh Lowell

The IMO’s coming sulfur cap will shake up the global mix of marine fuels, pushing shipowners away from high sulfur fuel oil (HSFO) and towards IMO-compliant marine fuels like marine gasoil (MGO) and low sulfur fuel oil (LSFO).

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Tagged LSFO, fuel oil, IMO2020, bunker Leave a comment
14 February

A Bit of Optimism for US Soybean Exports



Ken Smithmier

Recent forecasts for the Brazilian soybean crop have been falling, with the USDA currently projecting production at 117 million tonnes and CONAB at 115.3 million tonnes. Both of these estimates are down from last year’s record production of 120.80 million tonnes.

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Tagged Soybeans, Global Grain, Asia demand, US Exports Leave a comment
13 February

Insights into Global LNG Trade Flows



Kaleem Asghar

Global LNG exports were approximately 34 million tons in January 2019, loaded onto 500 vessels, while 35 million tons arrived at import terminals on 521 vessels.

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Tagged LNG, LNG exports 1 Comment
13 February

ClipperClip: Hope Springs Eternal



Matt Smith

I was on CNBC Squawk Box this morning discussing the current dynamics in the oil market and what the key takeaways are from the latest OPEC / IEA monthly oil reports (in combo with our flows data), as well as what could happen to prices over the rest of the year. 

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Tagged US imports of Saudi crude, OPEC production cuts Leave a comment
11 February

Sanctions on Venezuela Starting to Bite



Amir Richani

US sanctions on PdVSA and Venezuela are already having a significant impact. Imports of clean products into Venezuela were halted for 11 days from the end of January, while Venezuelan crude exports to the US have dropped considerably.  

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Tagged venezuela crude exports, naphtha exports to Venezuela, Venezuela sanctions, US imports of Venezuelan crude, Venezuela oil exports, Venezuela diluent Leave a comment

About the Authors

MATT SMITH


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

DAN GRAEBER


Dan Graeber is Chief Editor at ClipperData. He specializes in exploring the intersection between geopolitical events and the price of oil.

Dan Graeber

AMIR RICHANI


Amir Richani is a geopolitical analyst at ClipperData, with a voracious appetite for studying political, economic and social developments in Latin America.

Amir Richani

NOAM RAYDAN


Noam Raydan is an analyst at ClipperData, focusing on political and security developments that could disrupt oil flows in the MENA region. She is also a tanker sleuth, scouring the high seas for unusual activities.

Noam Raydan

KEN SMITHMIER


Ken Smithmier is our Director of Research for Agricultural Markets. Follow along as Ken gets granular about grains.

Ken Smithmier


JOSH LOWELL


Josh Lowell is an energy analyst at ClipperData. He specializes in marine fuels, and is known for talking about IMO2020 in his sleep.

Josh Lowell


RON COIFMAN


Ron Coifman Ron is a petrochemicals markets editor at ClipperData. He has over four decades of experience in the petrochemical industry, with a particularly encyclopedic knowledge of Latin America markets.

Ron Coifman


KALEEM ASGHAR


Kaleem Asghar Kaleem is ClipperData's Director of LNG analytics, and our main man when it comes to all things natural gas related..

Kaleem Asghar

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