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ClipperBlog

07 March

ClipperClips: All Shook Up 

After yesterday morning's appearance on CNBC's Squawk Box talking supply and demand, I book-ended the day with an evening appearance on CNBC Asia. Steel tariffs remained front and center, particularly as Gary Cohn's resignation hit the wires about 7 seconds before the interview started...

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Tagged steel tariffs, texas standard, us natural gas exports Leave a comment
06 March

ClipperClip: The Bigger Picture 

I was on the set of CNBC's Squawk Box this morning, doing a trading block segment with currency guru Nick Bennenbroek. We avoided the 800-pound gorilla in the room - the impact of tariffs on the energy industry - with anchor Joe Kernen instead focusing on global demand and supply. Hark, click on the below mugshot to launch to the clip.   

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Tagged OPEC crude exports, US shale production 1 Comment
02 March

The Och Aye Nessie Formation

I've had some great interactions with readers lately, be it via blog comments or on Twitter. These discussions inevitably spur on a topic or two to dig into. Hence a recent blog comment has prompted this reply. Hark Och aye, read on! 

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Tagged Saldanha Bay, crude oil storage 1 Comment
22 February

OPEC, NOPEC, Rock'n Roll!

I was jesting the other day about who would be on guitar in OPEC's supergroup, but it got me thinking about the various global oil producers, and how their traits could be reflective of their musicianship. This is where it led me...

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Tagged angola crude exports, Libya crude exports, Russia crude exports 4 Comments
20 February

ClipperClip: Hotspots and Supergroups

Every other week I kick off Mondays with a segment on NPR's Texas Standard. This morning we discussed OPEC's forming of a 'supergroup', and who would be on guitar (part of that statement is true).

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Tagged OPEC, nopec Leave a comment
16 February

Saudi exports muddy the waters

Saudi Arabia continues to keep the market informed about its stance on the OPEC production cut deal, with Khalid al-Falih's latest guidance that Saudi would prefer to overtighten the market than exit early from cuts (channeling Neil Young's 'it's better to burn out than fade away'). 

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Tagged Saudi Arabia oil exports, Saudi Aramco IPO, US imports of Saudi crude 3 Comments
14 February

A Passage from India

Indian oil demand rose over 10 percent in January, up for a fourth consecutive month. Although much of the magnitude of the year-on-year improvement is due to last year's low base, with consumption in January 2017 hamstrung by the hangover of demonetization, the upward trend signals ongoing strength in the Indian economy.

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Tagged India oil exports, India middle distillate exports, India gasoline exports Leave a comment
12 February

Go East! 

We recently discussed Iraqi flows to the U.S., and how they continue to exhibit strength. Iraqi flows to the U.S. last year averaged just under 600,000 bpd, up a third from 2016's volume. While January deliveries were robust, clambering above 700,000 bpd, they were even more impressive to Asia, rising to a record. 

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Tagged Iraq oil exports, china crude imports, India crude imports, basrah light, Basrah heavy Leave a comment
12 February

ClipperClip: Short Sharp Shock

It's always nice to kick off the week with an appearance on CNBC Squawk Box (even if Joe makes fun of my vests). In this morning's segment we discussed the recent sell-off in crude prices amid broader market turmoil. Hark, click on the below mugshot to launch to a short clip. 

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Tagged us dollar, oil prices Leave a comment
05 February

OPEC crude exports to US remain choppy

Back at the start of December, we discussed how Venezuelan crude deliveries to the U.S. were sliding, and particularly to Citgo refineries.  December ended up being the lowest level of Venezuelan grades to the U.S. on our records, as total Venezuelan crude exports dropped under 1.1 million barrels per day.

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Tagged OPEC, US oil imports, Saudi Arabia oil exports Leave a 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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