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ClipperBlog

16 January

ClipperClip: Talking AMLO, EIA

I was on TD Ameritrade this morning, chatting with Ben Lichtenstein about Mexican gasoline imports and the current gasoline shortage there (something we discussed in my latest showing on NPR's Texas Standard on Monday - listen here).

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Tagged Mexico gasoline imports, AMLO, US gasoline exports, us oil production, us crude exports 1 Comment
01 December

Make Pemex Great Again!

Popular Mexican President-elect Andres Manuel Lopez Obrador (AMLO) takes power today facing major energy and economic challenges. The incoming president wants to break the energy sector’s dependence on the United States, while at the same time addressing fuel theft and Pemex's poor track record for getting things done.

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Tagged Mexico gasoline imports, mexico crude exports, AMLO 4 Comments
08 December

Push-me-pull-you Mexico flows

Mexican energy flows are reminiscent of Dr. Dolittle's mythical animal, the push-me-pull-you, as they are beckoned and ushered in contrasting directions. 

U.S. imports of Mexican crude last month climbed above 800,000 bpd for the first time since November 2014. This is the result of a number of factors, but in large part due to hurricane disruptions in recent months.

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Tagged Mexico gasoline imports, mexico, Mexico oil exports Leave a comment
02 February

It's Groundhog Day (again for oil)

Yes, it's Groundhog Day (again), and that dastardly Punxsutawney Phil has seen his shadow, predicting six more weeks of winter. Fortunately, he's no good at forecasting (unlike the woolly worm), hence little attention should be paid.

The crude complex is also seemingly stuck in Groundhog Day, weighing up OPEC production cuts versus the renaissance of U.S. shale production. After yesterday's...

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Tagged Mexico oil exports, Mexico gasoline imports, oil inventories, gasoline inventories Leave a comment
02 December

Ramp up n' cut

As oil pauses for breath, so can we. After a hectic week, prices are ticking slightly higher into the weekend after a positive U.S. employment report. Although more shenanigans await next week, hark, here are five things to consider in oil markets today.

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Tagged Mexico oil exports, Mexico gasoline imports, Russia oil production Leave a comment
09 August

Oil eyes inventory data, OPEC shenanigans

As the latest inventory report comes back into focus, and as OPEC murmurs and rumors persist, oil prices are rallying once more - further aided by a pinch of dollar weakness. Hark, here are five things to consider in oil markets today.

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Tagged ClipperBlog, India crude oil imports, Mexico gasoline imports 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

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