Welcome to the new home of 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. Dan has a long history in oil markets and an academic background in international relations theory. Apart from energy, he's contributed to the discussion on the foreign policy strategy of...
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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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This morning's appearance on the set of CNBC's Squawk Box was a whirlwind tour of what is on our mind here at the good ship Clipper: falling Saudi exports to the US, rising Libyan exports, strong product demand, and crude being mopped up in Asia. Hark, click on the below mug shot to launch to the clip:
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