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ClipperBlog

20 February

ClipperClip: Heavy Heavy



Matt Smith

This morning's appearance on CNBC Squawk Box discussed the abundance of light crude amid a lack of heavy barrels ahead of IMO 2020. We also discussed signs of weaker oil demand from China and Germany, while Russia product exports ramp up. 

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Tagged OPEC, China product exports, US shale, US heavy crude imports, Venezuela sanctions, Iran sanctions, IMO 2020, light sweet crude 4 Comments
15 January

Largest oilfield reflects instability in Libya



Noam Raydan

El Sharara, Libya’s largest oilfield, has been under force majeure since December 2018. The uncertainty surrounding oil flows from the field is a reflection of the instability and chaos that engulfs the entire country.

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Tagged OPEC, Libya, libya oil production, Libya crude exports 2 Comments
03 January

ClipperClip: Looking ahead and Reversing



Matt Smith

I had a great time on BNN Bloomberg today with Andrew Bell, he's a funny dude. We started off chatting about the key themes of this year, including the OPEC production cut and weakness in the Chinese economy, before shifting gears to electric vehicles, and the noise they make when they reverse.

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Tagged OPEC, electric vehicles, US shale Leave a 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
12 December

ClipperClip: Running the Gamut



Matt Smith

We ran the gamut on the set of CNBC Squawk Box this morning, with Becky Quick again asking a bunch of really good questions as we covered everything from US inventories to OPEC, from US hedging to what could lie in store in 2019. 

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Tagged OPEC, nopec, us oil production, Iran sanctions, saudi arabia production Leave a comment
07 December

Bringing Home the Bagels



Matt Smith

In keeping with PETA's recent announcement to remove speciesism, OPEC has ironed out the details of a production cut (the sequel), with higher prices meaning they will ultimately be 'bringing home the bagels'.

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Tagged OPEC, Saudi oil exports, Iraq oil exports 1 Comment
07 December

ClipperClip: Highwire Act



Matt Smith

I was out on CNBC Asia last night discussing the current OPEC meeting, and how Saudi Arabia is having to do a highwire act - trying to balance a production cut deal while not riling President Trump. Regardless of the outcome, someone isnt going to be pleased. 

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Tagged OPEC, Saudi crude oil exports, opec meeting Leave a comment
26 November

ClipperClip: Follow the flows



Matt Smith

How ace is Becky Quick?! We had a great back-and-forth this morning on CNBC Squawk Box re rising oil in transit, and why it is currently a bearish, not bullish signal. We also discussed the current quandary facing Saudi Arabia, as well as the challenges facing US producers.

 

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Tagged OPEC, Saudi Arabia oil production, global floating storage, saudi arabia crude exports, opec meeting, oil in transit Leave a comment
25 September

ClipperClips: Oil's OPEC Overreaction



Matt Smith

As Brent crude pushed to multi-year highs yesterday, it was the topic of conversation on my every-other-Monday-morning segment on NPR's Texas Standard, as well as on CNBC Asia last night.

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Tagged OPEC, Iran oil exports, spare capacity, saudi arabia crude exports 1 Comment
20 February

ClipperClip: Hotspots and Supergroups



Matt Smith

Every other week I kick off Mondays with a segment on NPR's Texas Standard. This morning we discussed OPEC's forming of a 'supergroup', and who would be on guitar (part of that statement is true).

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Tagged OPEC, nopec 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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