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ClipperBlog

25 September

ClipperClips: Oil's OPEC Overreaction

As Brent crude pushed to multi-year highs yesterday, it was the topic of conversation on my every-other-Monday-morning segment on NPR's Texas Standard, as well as on CNBC Asia last night.

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Tagged OPEC, Iran oil exports, spare capacity, saudi arabia crude exports 1 Comment
24 September

The GERM Report

Risk level: Orange - High

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Tagged Iran oil production, oil inventories, US shale, oil, Arab Gulf crude exports, OPEC oil production, OPEC crude exports, geopolitics, geopolitical tension, Iran crude exports, Strait of Hormuz Leave a comment
17 September

The GERM Report

Risk level: Yellow - Elevated

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Tagged OPEC crude exports, geopolitics, Russia crude exports, us natural gas exports, geopolitical tension, Iran crude exports, Iran sanctions 1 Comment
10 September

The GERM Report

Welcome to the new home of 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. Dan has a long history in oil markets and an academic background in international relations theory. Apart from energy, he's contributed to the discussion on the foreign policy strategy of...

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Tagged crude oil exports, US imports of Saudi crude, Libya crude exports, oil prices, OPEC crude exports, geopolitics, us dollar Leave a comment
09 September

Flogging a Dead Cow

Amir Richani is the author of today's blog post. Amir is a geopolitical analyst at ClipperData, with a voracious appetite for studying political, economic and social developments in Latin America. He holds a BA in Political Studies, his favorite thing to eat is seafood soup, and his most treasured place in the world is Angel Falls in Venezuela. 

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Tagged geopolitics, geopolitical tension, Vaca Muerta, Argentina oil exports, Argentina oil imports 1 Comment
24 August

I Drink Your Milkshake!

The splendidly-directed movie 'There Will Be Blood' by P.T. Anderson is about the early days of the oil boom.

There is an epic scene between actors Daniel Day Lewis and Paul Dano, in which Daniel Day Lewis says: 'I DRINK YOUR MILKSHAKE!'. 

This is a century-old hat-tip to directional oil drilling, as Daniel Day Lewis' character has used slant drilling to drain an oil reservoir under an...

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Tagged OPEC oil exports, Iran oil exports, Iraq oil exports Leave a comment
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 1 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

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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