ClipperBlog

30 March

ClipperClip: Lumpy

Naming and shaming was the theme of last night's appearance on CNBC Asia, as we discussed which members of OPEC seem to be in compliance...and which do not. In conclusion: OPEC compliance is lumpy. Hark, click on the below mugshot to launch to the clip. (Quotes from other parts of the interview are also in this CNBC article).

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16 March

Oil wobbles amid OPEC scrutiny

Oil has got the wobbles after yesterday's rally, giving up gains as the dollar bounces from its lows. As OPEC compliance comes under scrutiny once more, hark, here are five things to consider in oil markets today. 

 

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Tagged OPEC, OPEC exports, US oil imports, Kashagan 2 Comments
03 March

OPEC and donuts

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

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
03 February

Asia looking further afield

Happy Nonfarm Friday! Better-than-expected job creation last month is supporting sentiment on this first Friday of February, and crude is being swept along with this, being boosted as well by the announcement of sanctions on Iran. Hark, here are five things to consider in oil markets today:  

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Tagged OPEC, Venezuela diluent Leave a comment
23 January

Second-guessing OPEC's next moves

Crude is starting the week by charging lower, as supportive rhetoric from OPEC over the weekend has done little to allay fears of ongoing strong supply this year - especially if OPEC does indeed end production cuts mid-year, and should U.S. production continue to show signs of life. Hark, here are five things to consider in oil markets today.

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Tagged OPEC, Saudi Arabia, oil rig count, Arab Gulf crude exports, Equatorial Guinea 2 Comments
06 January

OPEC cuts to the core?

Happy Nonfarm Friday! It is the first Friday of the year, hence we get our first monthly dose of official US employment data. Job creation last month was below expectations, but was offset by upward revisions to prior months, while wage growth also improved to the fastest pace in seven years, adding a positive hue to the report.

Dollar strength off this report is helping to keep crude in...

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Tagged OPEC, OPEC oil exports, Iran oil exports, China renewables Leave a comment
04 January

ClipperClip: Pedal to the metal

My first outing on CNBC Squawk Box this year was fun as always; it was a quick tour of key issues in the crude complex, including some immediate OPEC trends we are seeing in our ClipperData at the turn of the year. Hark, click on the below mugshot to launch to the clip:

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Tagged China oil demand, OPEC, Saudi oil exports 1 Comment
27 December

ClipperClip: Goldilocks & the 3 bears

I used the analogy of Goldilocks and the three bears this morning on CNBC Squawk Box to highlight the most positive and negative influences for prices in the next year. Hark, click on the mugshot below to launch to the clip:

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19 December

Market share battles persist

As we shuffle into two weeks of lower trading volume over the holiday period, and as we await next month's production cuts to start showing up in our export data (woot woot!), oil is looking decidedly undecided today. Hark, here are five things to consider in oil markets today.

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Tagged China oil imports, OPEC, Saudi oil exports 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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