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ClipperBlog

02 February

(Another) 100 million barrels

Back in December we discussed how US oil inventories had been drawn down by a hundred million barrels from their peak last March, channeling Dr Evil from Austin Powers.

In recent weeks we have been on tour, presenting our six-month proprietary outlook, and have been highlighting the case of another 100 million barrels - this time via the cumulative drop in Saudi crude exports over the last...

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Tagged OPEC compliance, Saudi Arabia oil exports, market rebalancing, Libya oil exports, impact alerts Leave a comment
08 August

Saudi Swinging

Rumors and murmurs suggest that Saudi is not only cutting exports again in September, but is choosing to swing these flows away from the east, and towards the west once more. Nonetheless, crude prices are still ticking lower on this eighth day of the eighth month. Hark, here are some OPEC observations to consider:

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Tagged Libya oil exports, Angola oil exports, Venezuela oil exports, OPEC exports to the US, OPEC exports 4 Comments
01 August

Don't call it a comeback?

Crude has run into a wall of resistance today and fallen over, after sprinting full pelt at fifty-dollardom for the last week and a half. While we see some supportive elements appearing in our ClipperData, some startling signs of salubrious supply have sent the bulls running for the hills today.  

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Tagged Libya oil exports, us oil production, naphtha Leave a comment
13 July

ClipperClip: Mo exports, mo problems

In last night's appearance on CNBC Asia, we discussed how exports need to drop for this market to really start to tighten (you may have heard us mention this before...). Hark, click on the below mugshot to launch to the clip:

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Tagged OPEC oil production, Libya oil exports, Nigeria oil exports Leave a comment
08 June

ClipperClip: Narrowing spreads

In this morning's appearance on CNBC Squawk Box, we discussed the potential for the Brent-WTI spread to move closer to parity given increasing production and exports from Nigeria and Libya, and how this could close the door on US exports. Hark, click on the below mugshot to launch to the clip:

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Tagged Nigeria oil exports, Libya oil exports, OPEC, US oil exports 5 Comments
14 February

U.S. Producers feel the love on Valentine's Day

In honor of Valentine's Day, oil prices are following the arc of Cupid's arrow, and heading higher.  Although another likely bearish weekly inventory report lies in store tomorrow, production cut expectations carry more influence - at least today - to encourage a rally. Hark, here are five things to consider in oil markets today. 

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Tagged OPEC, India oil demand, Permian Basin, Libya oil exports, Nigeria oil exports 1 Comment
26 January

OPEC puts its best foot forward. (On the brakes).

 As production cut hopes are stoked once again, crude is pushing higher on this fourth day of the fourth week of January. While prices ultimately just pinging around in a range-bound fashion, hark, here are five things to consider in oil markets today:

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Tagged North African oil exports, india strategic reserves, Algeria oil exports, Libya oil exports Leave a comment
21 December

Rising imports boost oil inventories

Oil prices are little changed, as a build to crude inventories in today's weekly inventory report has been offset by solid draws to the products. As traders start to shift focus from OPEC to Santa, hark (the herald angels sing), here are five things to consider in oil markets today:

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Tagged EIA inventory report, Saudi Arabia, refinery runs, Libya oil exports Leave a comment
15 December

Soaring dollar drags oil lower

Yesterday's decision by the Federal Reserve to raise interest rates has inadvertently put concrete boots on the crude complex, sending it lower amid a soaring U.S. dollar. Hark, here are five things to consider in oil markets today.

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Tagged Libya oil exports, US shale production, Angola oil exports Leave a comment
21 November

OPEC exports keep breaking records

As OPEC optimism continues to grow, and as the dollar eases lower, crude is moving higher today in this holiday-shortened week (woot woot!). Hark, here are five things to consider in oil markets today:

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Tagged OPEC, Nigeria oil exports, Libya 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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