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ClipperBlog

19 November

The GERM Report

Welcome to The GERM Report by Dan Graeber, a commentary on the intersection between geopolitical events and the price of oil. GERM stands for Geopolitical Energy and Risk Monitoring. Our indicator is based on the expected price volatility by the end of the current trading week.

Risk level: Yellow-Elevated

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Tagged geopolitical tension, geopolitics, US imports of Saudi crude, Saudi Arabia oil production, Iran oil exports, Iran crude exports Leave a comment
15 November

Misdirection of Houdini-sized proportions

Whether intentional or not, the US administration has played their hand masterfully. Since the early October highs, oil prices have dropped over 25 percent, paving the way for a 25 cent drop in retail gasoline prices (with a cascade to come). 

While a number of supply and demand-side considerations have caused such a stark reversal in both market sentiment and prices, the role of the U.S....

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Tagged Saudi oil production, Russia oil production, OPEC crude exports, Iran oil exports Leave a comment
25 October

Dude, Where's my Sour?

Scary times lay ahead, as Halloween looms and Iranian sanctions beckon.  Despite a lesser drop-off in Iranian exports than expected, they still appear set for a roller coaster ride lower as we hurtle through November. With this white-knuckle ride in mind, shifts in crude flows have been underway as end-users make arrangements so they aren't left wondering: Dude, where's my sour?*

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Tagged Iran oil exports, Urals, CPC Blend crude exports, Asia oil demand, Indian oil imports 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
25 September

ClipperClips: Oil's OPEC Overreaction

As Brent crude pushed to multi-year highs yesterday, it was the topic of conversation on my every-other-Monday-morning segment on NPR's Texas Standard, as well as on CNBC Asia last night.

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Tagged Iran oil exports, OPEC, saudi arabia crude exports, spare capacity 1 Comment
24 August

I Drink Your Milkshake!

The splendidly-directed movie 'There Will Be Blood' by P.T. Anderson is about the early days of the oil boom.

There is an epic scene between actors Daniel Day Lewis and Paul Dano, in which Daniel Day Lewis says: 'I DRINK YOUR MILKSHAKE!'. 

This is a century-old hat-tip to directional oil drilling, as Daniel Day Lewis' character has used slant drilling to drain an oil reservoir under an...

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Tagged Iran oil exports, OPEC oil exports, Iraq oil exports Leave a comment
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
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
22 May

ClipperClips: Pumping Prices

Nutty times in the oil market (again). Yesterday morning I was out on NPR's Texas Standard discussing retail gasoline prices as they approach the $3/gallon handle, you can listen to the segment here. I also appeared on CNBC Asia last night, discussing the slow-motion car crash that is Venezuela, among other things. 

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Tagged venezuela crude exports, naphtha exports to Venezuela, Iran 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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