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ClipperBlog

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
12 June

Leaving the light on



Matt Smith

As domestic production continues to roar back, the U.S. is importing light crude at an increasingly stronger pace. After light crude imports dipped to around 1 million barrels per day in early 2015 - as U.S. production peaked at 9.6mn bpd - imports have rebounded steadily since, while production waned through the latter half of 2015 and the first half of 2016.

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Tagged Nigeria oil exports, US crude imports, North African oil exports, west african oil exports 2 Comments
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
02 June

Oil roiled



Matt Smith

As oil ventures into forty dollardom once more, today's blog takes a peek at a number of supply side influences, from Basrah buoyed to Brazil nuttiness, all via a 'call on shale'. Hark, here are a number of things to consider in oil markets today:   

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Tagged Nigeria oil exports, Brazil crude oil exports, Iraq oil exports, US oil exports Leave a comment
08 March

Record US inventories weigh on oil



Matt Smith

As U.S. crude inventories jump to a further record high, prices are chugging lower once again. A backdrop of strong economic data is also helping to sweep crude lower, via the broom of a stronger dollar. As focus shifts back onto weaker U.S. fundamentals, hark, here are five things to consider in oil markets today.  

 

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Tagged Nigeria oil exports, EIA inventory report, US oil imports, North Sea oil exports Leave a comment
03 March

OPEC and donuts



Matt Smith

Crude prices are getting up off the canvas after being knocked down yesterday, helped up by a falling dollar ahead of lots of Fedspeak. Nonetheless, prices are holding in their tight range, as OPEC compliance seems to have more holes than a donut factory, while dollar strength should return soon as a U.S. March rate hike looks increasingly baked into the donut cake. Hark, here are five things...

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Tagged Nigeria oil exports, OPEC, OPEC oil exports, Angola oil exports 1 Comment
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
05 January

Hell for leather



Matt Smith

The phrase 'hell for leather' first appeared in the Rudyard Kipling story, 'The Valley of the Shadow', relating to riding on horseback, and defined as 'breakneck speed, or with reckless determination'. This is a more than adequate way to describe the crude exports of Saudi Arabia, UAE and Kuwait in the past month.

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Tagged Nigeria oil exports, OPEC oil exports, OPEC production cuts 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
18 November

Venezuela still scrambling for cash



Matt Smith

As the U.S. dollar climbs higher and higher (and higher), the crude complex is getting blown over by the gale-force headwinds it is providing. We edge closer and closer to the main event of the month (--->>> the OPEC meeting), but for now, hark, here are five things to consider in oil markets today:

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Tagged Nigeria oil exports, Venezuela oil exports, Forcados, natural gas storage, Norway oil production Leave a comment
17 November

OPEC exports still elevated



Matt Smith

Crude is pushing higher, fanned by OPEC production cut hopes, but kept somewhat in check by rampant US dollar strength on the back of positive U.S. economic data. Hark, here are five things to consider in oil markets today:

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Tagged Nigeria oil exports, Qua Iboe, Bonny Light, Iran oil exports Leave a comment
15 November

Mo' Gopec than Nopec



Matt Smith

After a strong sell-off in recent days, option expiry combines with OPEC cut expectations to emphatically rally prices on this third Tuesday in November. Hark, here are five things to consider in oil markets today:

 

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Tagged Nigeria oil exports, OPEC, drilling activity, libya oil production 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
20 October

Drop in oil imports likely a blip



Matt Smith

As yesterday's exceedingly mixed weekly EIA report is digested, oil prices are unwinding a good deal of yesterday's knee-jerk rally. As dollar strength further encourages crude lower, hark, here are five things to consider in oil markets today:

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Tagged China oil production, Nigeria oil exports, Russia oil production, US oil imports, PADD5 Leave a comment
02 September

Oil rallies into holiday weekend



Matt Smith

Happy Nonfarm Friday! After selling off strongly so far this week, oil prices are mustering a bounce into the holiday weekend, encouraged higher by an underwhelming employment report and an (initial) strong sell-off in the dollar. Even though the dollar has reversed course, oil is holding onto gains. Hark, here are four things to consider in oil markets today:

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Tagged Nigeria oil exports, Saudi Arabia oil exports, Japan oil imports Leave a comment
31 August

Lower imports indicate slowing teapot demand



Matt Smith

Crude prices are softening for a third consecutive day thus far, as a decent ADP employment report out in the U.S. has boosted expectations from Friday's official employment report, as well as for an interest rate hike. The dollar is looking higher again, while oil prepares itself for a build to crude stocks from the weekly EIA report. Hark, here are five things to consider in oil markets...

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Tagged Nigeria oil exports, Qua Iboe, China SPR, China product exports Leave a comment
22 August

Oil prices finally retrace



Matt Smith

The recent oil rally is finally hitting the brakes, with prices retracing today on supply developments relating to Iraq and Nigeria, while vehement short-covering has brought financial positioning back from the ledge of bearish extremities. Hark, here are five things to consider in oil markets today:

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Tagged Nigeria oil exports, OPEC, Iraq, Malaysia 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
08 July

Oil pushed and prodded into the weekend



Matt Smith

Crude is lacking conviction to finish the week - being pushed and prodded around: caught in the undertow of rising equity markets, but being held in check by a firming dollar. Hark, here are five things to consider in the oil market today.

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Tagged ClipperBlog, Nigeria oil exports Leave a comment
27 June

Crude unable to steady the ship



Matt Smith

As the U.S. dollar flexes its muscles once again and broader markets adopt a decidedly risk-off stance, oil prices are charging lower amid unknowns surrounding last week's Brexit decision. Hark, here are five things to consider in oil and energy today.

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Tagged ClipperBlog, China air pollution, Nigeria oil exports Leave a comment
26 May

Crude has a shot at fifty dollardom



Matt Smith

One-hundred and nine years after the birth of John Wayne, and oil is shootin' from the hip today, with both Brent and WTI taking a shot at fifty dollardom. As the dollar softens, and as another act of sabotage in Nigeria looks to further stymie production, crude is close to price territory not traversed since last year. Hark, here are five things to consider in oil markets today. 

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Tagged ClipperBlog, Nigeria oil exports, WAF flow, West African Flows Leave a comment
20 May

Oil acting decisively indecisive into the weekend



Matt Smith

One hundred and forty-three years after Levi Strauss began marketing blue jeans with copper rivets, and the oil market is trying to make strides higher once again. But keeps changing its mind. Here are five things to consider on this final trading day of the week:

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Tagged ClipperBlog, Nigeria oil exports, Qua Iboe, Escravos, Forcados 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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