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ClipperBlog

15 October

The GERM Report

Risk level: Orange - High

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Tagged Iran sanctions, geopolitical tension, saudi arabia crude exports, geopolitics, OPEC crude exports, US imports of Saudi crude, crude oil exports Leave a comment
01 October

The GERM Report

Risk level: Orange - High

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Tagged Iran sanctions, Iran crude exports, US Gulf Coast crude export capacity, geopolitical tension, steel tariffs, geopolitics, us crude exports, OPEC crude exports, us oil production, crude oil exports, OPEC oil production Leave a comment
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
17 September

The GERM Report

Risk level: Yellow - Elevated

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Tagged Iran sanctions, Iran crude exports, geopolitical tension, us natural gas exports, Russia crude exports, geopolitics, OPEC crude exports 1 Comment
10 September

The GERM Report

Welcome to the new home of 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. Dan has a long history in oil markets and an academic background in international relations theory. Apart from energy, he's contributed to the discussion on the foreign policy strategy of...

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Tagged us dollar, geopolitics, OPEC crude exports, oil prices, Libya crude exports, US imports of Saudi crude, crude oil exports Leave a comment
16 August

ClipperClips: Chi-Town & China

I was in Chicago yesterday giving a keynote speech at a conference, so I grabbed the opportunity to swing by the TD Ameritrade Network and meet Ben Lichtenstein in person. 

We did a segment covering all manner of things (as per usual) - including China, the US dollar, inventories, OPEC and gasoline. 

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Tagged OPEC crude exports, China oil imports, Iran oil exports, US gasoline exports, US LNG exports 1 Comment
03 August

OPEC takes a new tack with higher exports

After OPEC crude exports hit a record in June, ongoing strength in July seems to affirm a new trend, as opposed to a flash in the pan. 

June's pre-OPEC meeting export ramp-up was pretty spectacular, propelling June's exports over 1.5 million barrels per day higher than May.

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Tagged OPEC crude exports, Iran oil exports, Iraq oil exports 2 Comments
26 June

ClipperClip: World Cup Analogies

In this morning's appearance on the set of CNBC's Squawk Box, I used the analogy of OPEC being a soccer team - some member's exports are on the defensive (Iran, Angola, Nigeria, et al), while others are on the attack (core OPEC). 

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Tagged OPEC crude exports, US oil exports, saudi arabia crude exports Leave a comment
19 June

ClipperClips: OPEC & M'OPEC

This morning's appearance on CNBC Squawk Box once again addressed the notion of 'don't fight the Falih', and the likelihood of Saudi and Russia dialing back on production cuts at Friday's semi-annual meeting.  

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Tagged OPEC production cuts, OPEC crude exports, saudi arabia crude exports, Iraq crude exports 1 Comment
08 June

A Sneak Peek at ClipperView

The mighty Abudi Zein and myself are back on the road next week for our semi-annual tour, providing a six-month proprietary outlook on oil and product markets. To give you a flavor of some of the topics we will be covering, hark, check out a couple of the charts below.

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Tagged OPEC crude exports, us crude exports, ClipperView, Canadian crude exports 5 Comments

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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