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ClipperClip: Tension and Tariffs

Apr 20, 2018 8:34:02 AM EST

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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Hark, the U.S. is the largest supplier of propane to China, delivering an average of 130,000 bpd last year. 

US propane exports to China ClipperData

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Hark, US oil export loadings bound for East Asia, predominantly heading to China: 

US oil exports for East Asia ClipperData 2018

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.

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