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ClipperBlog

02 February

(Another) 100 million barrels

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...

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Tagged OPEC compliance, Saudi Arabia oil exports, market rebalancing, Libya oil exports, impact alerts Leave a comment
19 May

The complexity of OPEC compliance

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...

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Tagged OPEC compliance, OPEC oil exports, UAE oil exports Leave a comment

About the Authors

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 has spent more than a decade teaching international relations theory and has a deep academic background in general semantics. Prior to joining ClipperData as its chief editor, he was the lead energy correspondent at United Press International.

Dan Graeber

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