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ClipperBlog

20 November

New Chinese Dawn in Bolsonaro's Brazil

Even though the election of president-elect Jair Bolsonaro has generated anti-Chinese rhetoric in Brazil, strong economic ties between the two countries means divorce is unlikely.

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Tagged Brazil crude oil exports, Brazil oil exports, china crude imports, China economy, China oil imports, China crude oil imports, China oil demand Leave a comment
16 October

Increasing Tensions, Increasing Flows

I was on CNBC Asia on Sunday evening as oil prices jumped higher, discussing how the disappearance of Jamal Khashoggi was unlikely to impact energy flows between the U.S. and Saudi Arabia. 

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Tagged Saudi oil exports, Iran oil exports, Iraq oil exports, China oil imports, India oil imports, Japan oil imports 3 Comments
17 August

Mixed Fortunes for Flows to China

Our friends over at Ursa published a blog post yesterday discussing crude inventories at Kyaukphyu in Myanmar, highlighting the seeming political nature of recent crude flows to the storage hub. 

Crude is delivered to CNPC's Kabala terminal in Myanmar and is stored at Kyaukphyu before being transported by pipeline to the Yunnan refinery in China. 

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Tagged Iran oil exports, US oil exports, China oil imports 1 Comment
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
09 January

New twists in OPEC flows

Last week, we discussed changing trends in Iraqi crude flows into AsiaTotal deliveries of OPEC crude to China rose last year by 300,000 bpd, as cartel members looked to keep one of its key growth markets well supplied.

Even though Iraqi deliveries into China reached the highest on our records in November at a million barrels per day, arrivals in 2017 were actually down versus the prior year,...

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Tagged Saudi crude exports, China oil imports, OPEC exports, OPEC exports to the US Leave a comment
19 December

Market share battles persist

As we shuffle into two weeks of lower trading volume over the holiday period, and as we await next month's production cuts to start showing up in our export data (woot woot!), oil is looking decidedly undecided today. Hark, here are five things to consider in oil markets today.

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Tagged OPEC, Saudi oil exports, China oil imports Leave a comment
19 October

Oil rallies on inventory draw

Oil is closing in on the highs for the year in response to a surprise draw to crude inventories (all paths lead back to energy, all inventory surprises lead back to imports), while OPEC rhetoric once again loiters in the background, acting as an omnipresent influence these days. Hark, here are five things to consider in oil markets today. 

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Tagged EIA inventory report, China oil imports, India oil imports, economic data 2 Comments
07 September

Sweet and sour taste of teapots

Crude is flip-flopping ahead of an exceedingly likely inventory draw to crude stocks from tomorrow's Labor Day-delayed inventory report. With a choppy U.S. dollar, crude is getting whipsawed around; hark, here are five things to consider in energy markets today:  

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Tagged China oil imports, teapot refiners Leave a comment
23 August

Oil heads lower for second day

Oh good. It's only the second day of selling after the recent rampant rally, and yet we are already hearing renewed rhetoric from key producers. Iran is the subject of the latest rumors, said to have agreed to attend next month's producer meeting in Algeria. Nonetheless, prices are ignoring this influence for now, and are easing lower ahead of a potentially bearish inventory report tomorrow....

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Tagged China oil demand, China oil imports, Malaysia Leave a comment
01 August

Oil clinging on in forty dollardom

A new week, a new month, a new sell-off. Crude prices are charging lower to start the week as a plethora of bearish indicators emerge to encourage crude lower. Hark, here are five things to consider in the oil market today.

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Tagged ClipperBlog, China oil imports, Venezuela oil production 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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