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ClipperBlog

08 June

A Sneak Peek at ClipperView

The mighty Abudi Zein and myself are back on the road next week for our semi-annual tour, providing a six-month proprietary outlook on oil and product markets. To give you a flavor of some of the topics we will be covering, hark, check out a couple of the charts below.

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Tagged OPEC crude exports, us crude exports, ClipperView, Canadian crude exports 5 Comments
25 May

ClipperClip: Levels of Significance

This morning's appearance on CNBC Squawk Box covered levels of significance, as Brent tests $80/bbl and retail gasoline $3/gal. Hark, click on the below mugshot to launch to the clip, before Joe Kernen went off on a tangent...!

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Tagged OPEC oil exports, Iran, CNBC, venezuela crude exports Leave a comment
24 May

About those Iranian and Venezuelan Flows

The threat of falling oil supply from both Iran and Venezuela looms large amid geopolitical tension, economic fears and sanctions. All the while, both are scrambling to maintain flows to key destinations. Below we take a peek at some such routes, and how flows could change.

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Tagged US imports of Venezuelan crude, Iran crude exports Leave a comment
22 May

ClipperClips: Pumping Prices

Nutty times in the oil market (again). Yesterday morning I was out on NPR's Texas Standard discussing retail gasoline prices as they approach the $3/gallon handle, you can listen to the segment here. I also appeared on CNBC Asia last night, discussing the slow-motion car crash that is Venezuela, among other things. 

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Tagged Iran oil exports, venezuela crude exports, naphtha exports to Venezuela Leave a comment
15 May

Guest blog: Election Throws Iraq into Uncertainty

This is a guest blog by Noam Raydan, Geopolitical Analyst at ClipperData. She focuses on political and security developments that could disrupt petroleum flows around the globe. She previously worked as a reporter for the Wall Street Journal and the Financial Times at their Beirut bureaus, covering Lebanon, Syria, and Iraq. She has also been a research analyst and consultant, focusing on...

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Tagged Iraq elections, Iraq oil industry Leave a comment
30 April

Electric Avenue

A Bloomberg article about electric buses in China is getting a good amount of mileage (sorry), and rightly so, given its detrimental impact on product demand (hark, ~70kbd this year). While China increases its focus on electric vehicles and takes aim at fuel emissions, it is also becoming a bigger player in the global fuels market, as exports increase amid higher domestic refining activity.  

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Tagged China product exports, China refinery runs, Ursa 1 Comment
25 April

Don't Fight the Falih

As oil prices hover close to multi-year highs, Saudi's Oil Minister has hit the wires saying that OPEC 'shouldn't be complacent and listen to some of the noise such as mission accomplished' . Just as we learned earlier in this economic cycle via 'don't fight the Fed', we too should take heed: 'Don't fight the Falih'.

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Tagged Saudi crude exports, US crude imports, OPEC crude exports Leave a comment
20 April

ClipperClip: Tension and Tariffs

This morning's appearance on CNBC's Worldwide Exchange hit the typical high notes re US output and and geopolitical tension, but we also discussed tariffs - and how a potential trade war could impact energy flows to China. Hark, click on the below mugshot to launch to the clip - while also check out the charts below of propane and crude flows referenced:

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Tagged Saudi Aramco IPO, China tariffs, geopolitical tension 2 Comments
13 April

ClipperClips: Here and There

I was on the set of CNBC Squawk Box this morning talking about the oil forward curve and gasoline fuel economy, as well as being on CNBC Asia last night, discussing geopolitical tension.

Being Friday the 13th, there were ghoulish events going on: Hark, click on the ghost over my left shoulder to launch to the clip for Squawk Box (is the second half of the segment), while the CNBC Asia clip is...

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Tagged gasoline demand, geopolitics Leave a comment
29 March

ClipperVlog: Venezuela

Today's vlog takes a look at Venezuelan flows, not only of exports, but of diluent imports as the Latin American nation tries to keep its exports flowing amid falling production. Hark, click on the below graphic to launch to the clip (and here is a link to yesterday's 'This Week in Petroleum').

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Tagged venezuela crude exports, naphtha exports to Venezuela 2 Comments

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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