Welcome to The Geopolitical Energy and Risk Monitoring Report (GERM) by Dan Graeber, a commentary on the intersection between geopolitical events and the price of oil. Our indicator is based on the expected price volatility by the end of the current trading week.Continue Reading
Welcome to The GERM Report by Dan Graeber, a commentary on the intersection between geopolitical events and the price of oil. GERM stands for Geopolitical Energy and Risk Monitoring. Our indicator is based on the expected price volatility by the end of the current trading week.
Risk level: OrangeContinue Reading
Back in December we discussed how US oil inventories had been drawn down by a hundred million barrels from their peak last March, channeling Dr Evil from Austin Powers.
In recent weeks we have been on tour, presenting our six-month proprietary outlook, and have been highlighting the case of another 100 million barrels - this time via the cumulative drop in Saudi crude exports over the last...Continue Reading
One of the biggest conundrums of the OPEC / NOPEC production cut from a ClipperData perspective is that no sooner does a producer appear to be showing compliance via lower exports, lo and behold, volumes rebound.
Some producers have been fairly consistent in their discipline, barring a few blips (bravo, Saudi), while others stand on the sidelines, looking in the other direction (here's...Continue Reading