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ClipperBlog

10 December

The GERM Report

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.

Risk level: Orange

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Tagged opec meeting, Saudi Arabia, Iran sanctions, China tariffs, geopolitical tension, geopolitics Leave a comment
07 December

Bringing Home the Bagels

In keeping with PETA's recent announcement to remove speciesism, OPEC has ironed out the details of a production cut (the sequel), with higher prices meaning they will ultimately be 'bringing home the bagels'.

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Tagged Saudi oil exports, OPEC, Iraq oil exports 1 Comment
07 December

ClipperClip: Highwire Act

I was out on CNBC Asia last night discussing the current OPEC meeting, and how Saudi Arabia is having to do a highwire act - trying to balance a production cut deal while not riling President Trump. Regardless of the outcome, someone isnt going to be pleased. 

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Tagged opec meeting, OPEC, Saudi crude oil exports Leave a comment
03 December

The GERM Report

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.

Risk level: RED

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Tagged opec meeting, geopolitical tension, geopolitics, saudi arabia crude exports, Russia crude exports, us oil production Leave a comment
01 December

Make Pemex Great Again!

Popular Mexican President-elect Andres Manuel Lopez Obrador (AMLO) takes power today facing major energy and economic challenges. The incoming president wants to break the energy sector’s dependence on the United States, while at the same time addressing fuel theft and Pemex's poor track record for getting things done.

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Tagged Mexico gasoline imports, mexico crude exports, AMLO 4 Comments
30 November

Up, Up and Away

Back in November 2016, we discussed how global loadings were at a record ahead of the OPEC / NOPEC production cut deal, as exporters put the pedal to the metal, exporting as much crude as they could before having to hit the brakes.

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Tagged Saudi oil exports, Saudi oil production, oil in transit, crude floating storage Leave a comment
26 November

The GERM Report

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.

Risk level: RED

Continue Reading
Tagged opec meeting, Iran sanctions, oil prices, Saudi Arabia oil production, OPEC oil production Leave a comment
26 November

ClipperClip: Follow the flows

How ace is Becky Quick?! We had a great back-and-forth this morning on CNBC Squawk Box re rising oil in transit, and why it is currently a bearish, not bullish signal. We also discussed the current quandary facing Saudi Arabia, as well as the challenges facing US producers.

 

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Tagged saudi arabia crude exports, Saudi Arabia oil production, opec meeting, OPEC, oil in transit, global floating storage Leave a comment
20 November

New Chinese Dawn in Bolsonaro's Brazil

Even though the election of president-elect Jair Bolsonaro has generated anti-Chinese rhetoric in Brazil, strong economic ties between the two countries means divorce is unlikely.

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Tagged Brazil crude oil exports, Brazil oil exports, china crude imports, China economy, China oil imports, China crude oil imports, China oil demand Leave a comment
19 November

The GERM Report

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.

Risk level: Yellow-Elevated

Continue Reading
Tagged geopolitical tension, geopolitics, US imports of Saudi crude, Saudi Arabia oil production, Iran oil exports, Iran crude exports 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.

Matt Smith

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