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ClipperBlog

24 January

ClipperClip: Venezuela & the Energy Flows Involved



Matt Smith

I was out on CNBC Asia last evening discussing the current situation in Venezuela, and its path back to energy. We discussed the crude flows leaving the country, where they are going, and how dependent Venezuela is on the flow of diluent into the country from the US.

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Tagged venezuela crude exports, Venezuela sanctions, US imports of Venezuelan crude, Venezuela diluent, naphtha exports to Venezuela, Maduro, Guaido 2 Comments
22 January

ClipperClip: Mounting challenges in Venezuela



Amir Richani

Venezuela is coping with fuel shortages and declining exports during its struggle to prop up its ailing energy sector. Vessels initially bound for the United States have been seen diverting to Venezuela to help address the issue.

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21 January

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.

Risk level: Orange

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Tagged geopolitical tension, geopolitics, China economy, economic data Leave a comment
16 January

ClipperClip: Talking AMLO, EIA



Matt Smith

I was on TD Ameritrade this morning, chatting with Ben Lichtenstein about Mexican gasoline imports and the current gasoline shortage there (something we discussed in my latest showing on NPR's Texas Standard on Monday - listen here).

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Tagged Mexico gasoline imports, AMLO, US gasoline exports, us oil production, us crude exports 1 Comment
16 January

Global slowdown reaches agricultural markets



Ken Smithmier

Only two weeks into 2019, and ClipperData is already beginning to see wide disparities in Chinese soybean offtake versus historical patterns. Week 1 offtake for China totaled 656,000 tonnes in 2019, compared to 1.12 million tonnes in 2018 and 1.45 million tonnes in 2017.

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Tagged ClipperBlog, Grain, Soybeans, Global Grain, China economy 1 Comment
15 January

Largest oilfield reflects instability in Libya



Noam Raydan

El Sharara, Libya’s largest oilfield, has been under force majeure since December 2018. The uncertainty surrounding oil flows from the field is a reflection of the instability and chaos that engulfs the entire country.

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Tagged Libya crude exports, Libya, libya oil production, OPEC 2 Comments
14 January

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.

Risk level: Orange

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Tagged geopolitical tension, geopolitics, OPEC production cuts, opec monthly report, OPEC oil exports Leave a comment
07 January

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.

Risk level: Orange

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Tagged geopolitical tension, geopolitics, OPEC compliance, OPEC crude exports, saudi arabia crude exports 1 Comment
03 January

ClipperClip: Looking ahead and Reversing



Matt Smith

I had a great time on BNN Bloomberg today with Andrew Bell, he's a funny dude. We started off chatting about the key themes of this year, including the OPEC production cut and weakness in the Chinese economy, before shifting gears to electric vehicles, and the noise they make when they reverse.

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Tagged OPEC, US shale, electric vehicles Leave a comment
17 December

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.

Risk level: Orange

Continue Reading
Tagged geopolitical tension, geopolitics, Russia, opec meeting 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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