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ClipperBlog

24 September

The GERM Report

Risk level: Orange - High

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Tagged Strait of Hormuz, Iran crude exports, geopolitical tension, geopolitics, OPEC crude exports, OPEC oil production, oil inventories, Arab Gulf crude exports, oil, US shale, Iran oil production Leave a comment
09 March

ClipperClip: Boiling Kettles

Yesterday evening I appeared on CNBC Asia to discuss the swift and sharp sell-off in oil prices with the mighty Dan Murphy. We also discussed ClipperData's latest white paper about unusual flows, in which we highlight Singapore floating storage as key gauge of market oversupply. Dan subsequently wrote this piece on the topic. 

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Tagged Singapore floating storage, oil inventories 3 Comments
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

About the Author

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

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