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ClipperBlog

17 August

Mixed Fortunes for Flows to China

Our friends over at Ursa published a blog post yesterday discussing crude inventories at Kyaukphyu in Myanmar, highlighting the seeming political nature of recent crude flows to the storage hub. 

Crude is delivered to CNPC's Kabala terminal in Myanmar and is stored at Kyaukphyu before being transported by pipeline to the Yunnan refinery in China. 

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Tagged China oil imports, Iran oil exports, US oil exports Leave a comment
16 August

ClipperClips: Chi-Town & China

I was in Chicago yesterday giving a keynote speech at a conference, so I grabbed the opportunity to swing by the TD Ameritrade Network and meet Ben Lichtenstein in person. 

We did a segment covering all manner of things (as per usual) - including China, the US dollar, inventories, OPEC and gasoline. 

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Tagged China oil imports, US LNG exports, Iran oil exports, US gasoline exports, OPEC crude exports 1 Comment
03 August

OPEC takes a new tack with higher exports

After OPEC crude exports hit a record in June, ongoing strength in July seems to affirm a new trend, as opposed to a flash in the pan. 

June's pre-OPEC meeting export ramp-up was pretty spectacular, propelling June's exports over 1.5 million barrels per day higher than May.

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Tagged Iran oil exports, Iraq oil exports, OPEC crude exports 2 Comments
01 August

US oil exports rise to India, drop to China

The VLCC Tianjin left the Corpus Christi lightering zone in the Gulf of Mexico on June 19 with nearly 2.1 million barrels of US WTI / Midland WTI crude on board. It has just discharged its cargo at Reliance's Jamnagar refinery in India, sneaking in before the end of the July to mark a record month of deliveries of US barrels to India. 

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Tagged India crude imports, china crude imports, us crude exports 1 Comment
27 July

ClipperClip: Covering all bases

I really look forward to talking to Ben Lichtenstein or Kevin Hincks on the TD Ameritrade Network; they come at things from a trading perspective, and always have their finger on the pulse. We covered all bases in this latest interview - from trade wars to Iranian tensions to Saudi's tactics to Brent's contango and gasoline.

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Tagged Saudi oil exports, Iran sanctions, Strait of Hormuz, contango, rbob Leave a comment
24 July

ClipperClip: Hormuz closure unlikely

Last night's appearance on CNBC Asia addressed certain presidential tweets relating to the oil market. While the U.S. threatens to reduce Iran's oil exports to zero, Iran threatens to close the Strait of Hormuz -  neither scenario seems likely. Hark, click on the below mugshot to launch to part of the interview.  

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Tagged Iran sanctions, Strait of Hormuz Leave a comment
02 July

Water Problems Stoke Unrest in Iran

Today's blog is a guest post by Noam Raydan, Geopolitical Analyst at ClipperData, who assesses current escalating tension in Iran amid water concerns in the oil-rich southern region of the country. 

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Tagged Iran oil production, Iran sanctions 1 Comment
28 June

Chinese Customs Data to Remain Errant

As the U.S. Administration requests its allies to stop purchasing Iranian crude, China may inadvertently be helping out Iran as it has halted the publication of its detailed customs data

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Tagged Iran crude exports, China customs data Leave a comment
26 June

US Gulf Coast crude export capacity

Today's blog is a guest post by Yuwen Li. He is a Data Analyst at ClipperData, specializing in domestic crude flows and U.S. crude exports. Yuwen holds a B.S. in Civil Engineering from Qingdao Technological University in China, and a M.S. in Financial Engineering from NYU. 

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Tagged us crude exports, US Gulf Coast crude export capacity 1 Comment
26 June

ClipperClip: World Cup Analogies

In this morning's appearance on the set of CNBC's Squawk Box, I used the analogy of OPEC being a soccer team - some member's exports are on the defensive (Iran, Angola, Nigeria, et al), while others are on the attack (core OPEC). 

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Tagged US oil exports, OPEC crude exports, saudi arabia crude exports Leave a 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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