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ClipperBlog

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 OPEC crude exports, China oil imports, Iran oil exports, US gasoline exports, US LNG 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 OPEC crude exports, Iran oil exports, Iraq oil 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 us crude exports, India crude imports, china crude imports 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 Strait of Hormuz, Saudi oil exports, Iran sanctions, 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 Gulf Coast crude export capacity, us crude exports 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 OPEC crude exports, US oil exports, saudi arabia crude exports Leave a comment
21 June

Saudi's pre-OPEC meeting ramp up

As discussed on CNBC Asia last night, Core OPEC has been ramping up exports this month ahead of tomorrow's OPEC meeting in Vienna. Historically, production typically rises ahead of an OPEC quota hike, and this time looks no different. 

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Tagged Saudi crude exports, OPEC oil 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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