<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=377569&amp;fmt=gif">

ClipperBlog

20 November

New Chinese Dawn in Bolsonaro's Brazil



Amir Richani

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.

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

Increasing Tensions, Increasing Flows



Matt Smith

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. 

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

Mixed Fortunes for Flows to China



Matt Smith

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. 

Continue Reading
Tagged China oil imports, Iran oil exports, US oil exports 1 Comment
16 August

ClipperClips: Chi-Town & China



Matt Smith

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. 

Continue Reading
Tagged China oil imports, US LNG exports, Iran oil exports, US gasoline exports, OPEC crude exports 1 Comment
09 January

New twists in OPEC flows



Matt Smith

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,...

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

Market share battles persist



Matt Smith

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.

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

Oil rallies on inventory draw



Matt Smith

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. 

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

Sweet and sour taste of teapots



Matt Smith

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:  

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

Oil heads lower for second day



Matt Smith

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....

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

Oil clinging on in forty dollardom



Matt Smith

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.

Continue Reading
Tagged ClipperBlog, China oil imports, Venezuela oil production Leave a comment
28 June

Oil rebounds as dollar weakens



Matt Smith

After the bloodletting across energy commodities, equities and various currencies in recent days, today is the day we have a relief rally, with markets are seeing an inevitable rebound. Hark, here are five things to consider in oil markets today.

Continue Reading
Tagged ClipperBlog, China oil demand, China oil imports, China oil stockpiling 2 Comments

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.

Amir Richani

NOAM RAYDAN


Noam Raydan is an analyst at ClipperData, focusing on political and security developments that could disrupt oil flows in the MENA region. She is also a tanker sleuth, scouring the high seas for unusual activities.

Noam Raydan

KEN SMITHMIER


Ken Smithmier is our Director of Research for Agricultural Markets. Follow along as Ken gets granular about grains.

Ken Smithmier


JOSH LOWELL


Josh Lowell is an energy analyst at ClipperData. He specializes in marine fuels, and is known for talking about IMO2020 in his sleep.

Josh Lowell


RON COIFMAN


Ron Coifman Ron is a petrochemicals markets editor at ClipperData. He has over four decades of experience in the petrochemical industry, with a particularly encyclopedic knowledge of Latin America markets.

Ron Coifman


KALEEM ASGHAR


Kaleem Asghar Kaleem is ClipperData's Director of LNG analytics, and our main man when it comes to all things natural gas related..

Kaleem Asghar

Posts by Tag

See all

Subscribe to Email Updates