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ClipperBlog

22 April

The Geopolitical Energy and Risk Monitoring Report



Dan Graeber

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.

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Tagged Libya, Libya oil exports, Libya crude exports, geopolitics, geopolitical tension, Iran sanctions Leave a comment
01 February

Light Barrels Doing Some Heavy Lifting



Noam Raydan

Libya’s overall oil and condensate exports through January have hit the brakes due to the ongoing force majeure at El Sharara, as well as the inclement weather that disrupted loadings at eastern ports earlier in the month.

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Tagged Nigeria crude exports, Libya oil exports, us crude exports, France crude imports, CPC Blend, Mesla 1 Comment
14 December

Trading Places



Matt Smith

Trading Places is the most popular trading (and presumably, Christmas) movie among energy traders (as proven by Anthony Crudele via his podcast interviews). So while we get into the holiday spirit, it seemed appropriate to highlight how energy flows have their own version of the movie plot playing out. 

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Tagged OPEC, OPEC oil exports, Libya oil exports, US LPG exports, US oil exports Leave a comment
02 February

(Another) 100 million barrels



Matt Smith

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

Saudi Swinging



Matt Smith

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

Don't call it a comeback?



Matt Smith

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



Matt Smith

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

ClipperClip: Narrowing spreads



Matt Smith

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

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



Matt Smith

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

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



Matt Smith

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

Rising imports boost oil inventories



Matt Smith

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

Soaring dollar drags oil lower



Matt Smith

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

OPEC exports keep breaking records



Matt Smith

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 Nigeria oil exports, OPEC, Libya oil exports Leave a comment
01 November

Gasoline pipeline outage déjà vu



Matt Smith

 As gasoline charges higher due to another outage on the Colonial pipeline, crude prices are getting caught up in its slipstream, being dragged higher after yesterday's drubbing. Tomorrow brings another weekly inventory report, but for now, hark, here are five things to consider in oil markets today:

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Tagged Nigeria oil exports, Algeria oil exports, Libya oil exports, Colonial pipeline Leave a comment
25 October

Libyan crude loadings on the rise



Matt Smith

Oil is looking fairly subdued today amid a stronger dollar, and ahead of a likely build to inventories from tomorrow's weekly EIA report. Hark, before that, here are five things to consider in oil and energy markets today:

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Tagged Mexico oil exports, Libya oil exports, solar power, wind power, offshore oil production Leave a comment
22 September

Weak dollar, strong draws boost oil



Matt Smith

After being surprised by the voracity of the weekly oil inventory draw yesterday, oil prices have been rallying ever since. Today a move higher is being further encouraged by a weakening dollar in the aftermath of the Fed meeting (and amid some soft economic data). Hark, here are seven things to consider in oil markets today.  

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Tagged gasoline inventories, Saudi Arabia oil inventories, Libya oil exports Leave a comment
19 August

Oil tiring into the weekend



Matt Smith

As we truck on into the weekend, oil has turned lower after six consecutive days of rallying. (Only another 5.5 weeks until potential freeze talks in Algeria...). Later we get the latest CFTC data to see how emphatic short-covering has been, but for now - hark, here are five things to consider in oil markets today:  

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Tagged Nigeria oil exports, North Sea oil production, North Sea loadings, Libya oil exports Leave a comment
05 July

Oil with post-holiday hangover



Matt Smith

As the oil market returns to full strength after the Independence Day break, crude prices are charging lower, egged on by a strengthening dollar (well, weakness elsewhere - pound, I'm looking at you). As economic concerns rise again, crude is looking downbeat. Hark, here are five things to consider in energy markets today.

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Tagged ClipperBlog, Venezuela, 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.

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

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