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ClipperBlog

09 April

ClipperClip: The Sweet and the Sour



Matt Smith

Joe Kernen and myself have been bantering in recent interviews about what makes crude sweet or sour, so this morning I brought Venezuelan heavy sour crude and US light sweet crude to show him. It was deemed more sensible that we not taste test on air.

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Tagged OPEC crude exports, Venezuela heavy sour crude, US light sweet crude Leave a comment
11 March

ClipperClip: Looking Toppy



Matt Smith

I was out on CNBC Asia last night, discussing the latest events in the oil market, from rising US production to OPEC - and what signs we see for the market from our ClipperData. 

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Tagged us oil production, OPEC crude exports, peak oil Leave a comment
07 January

The GERM Report



Dan Graeber

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: Orange

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Tagged OPEC compliance, OPEC crude exports, geopolitics, saudi arabia crude exports, geopolitical tension 1 Comment
15 November

Misdirection of Houdini-sized proportions



Matt Smith

Whether intentional or not, the US administration has played their hand masterfully. Since the early October highs, oil prices have dropped over 25 percent, paving the way for a 25 cent drop in retail gasoline prices (with a cascade to come). 

While a number of supply and demand-side considerations have caused such a stark reversal in both market sentiment and prices, the role of the U.S....

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Tagged Saudi oil production, Russia oil production, Iran oil exports, OPEC crude exports Leave a comment
14 November

ClipperClips: A Royal Rout



Matt Smith

In the aftermath of oil prices dropping for 12 consecutive days I appeared on CNBC Asia overnight and then CNBC Squawk Box this morning, addressing the various reasons why oil has fallen so far from its multi-year perch in the last six weeks. Hark, click on the below mugshots to launch to the clips.

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Tagged Saudi Arabia oil production, OPEC oil demand growth, OPEC crude exports Leave a comment
15 October

The GERM Report



Dan Graeber

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: Orange - High

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

The GERM Report



Dan Graeber

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: Orange - High

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

The GERM Report



Dan Graeber

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: Orange - High

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Tagged Iran oil production, oil inventories, US shale, oil, Arab Gulf crude exports, OPEC oil production, OPEC crude exports, geopolitics, geopolitical tension, Iran crude exports, Strait of Hormuz Leave a comment
17 September

The GERM Report



Dan Graeber

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: Yellow - Elevated

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

The GERM Report



Dan Graeber

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

ClipperClips: Chi-Town & China



Matt Smith

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

OPEC takes a new tack with higher exports



Matt Smith

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

ClipperClip: World Cup Analogies



Matt Smith

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

ClipperClips: OPEC & M'OPEC



Matt Smith

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, Iraq crude exports, OPEC crude exports, saudi arabia crude exports 1 Comment
08 June

A Sneak Peek at ClipperView



Matt Smith

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
25 April

Don't Fight the Falih



Matt Smith

As oil prices hover close to multi-year highs, Saudi's Oil Minister has hit the wires saying that OPEC 'shouldn't be complacent and listen to some of the noise such as mission accomplished' . Just as we learned earlier in this economic cycle via 'don't fight the Fed', we too should take heed: 'Don't fight the Falih'.

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Tagged Saudi crude exports, US crude imports, OPEC crude exports Leave a comment
06 March

ClipperClip: The Bigger Picture 



Matt Smith

I was on the set of CNBC's Squawk Box this morning, doing a trading block segment with currency guru Nick Bennenbroek. We avoided the 800-pound gorilla in the room - the impact of tariffs on the energy industry - with anchor Joe Kernen instead focusing on global demand and supply. Hark, click on the below mugshot to launch to the clip.   

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Tagged US shale production, OPEC crude exports 1 Comment
02 February

ClipperClip: A little bit of everything



Matt Smith

I've started doing segments on TD Ameritrade's network; they are really good fun. The interviews are typically ten minutes long, so we get to cover a variety of different topics. In this latest one, we dig into the US, OPEC, and all manner of things relating to oil markets, after an initial knee-jerk reaction to the latest economic data releases. Hark, click on the below mugshot to launch to...

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Tagged refinery maintenance season, us oil production, OPEC crude exports, us dollar Leave a comment
19 January

ClipperClip: Running out of Steam



Matt Smith

I had a good ole run at it on CNBC Asia last night with Bernie Lo, chatting about OPEC, US producer hedging, geopolitical tension, and how the crude rally looks like it is running out of steam here.

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Tagged OPEC crude exports, saudi arabia crude exports Leave a comment
12 October

Saudi crude exports drop to key regions



Matt Smith

Saudi Arabia continues to lead the charge in terms of the OPEC production cut deal - not only by keeping exports in check, but also by clearly communicating its next steps. By following through on its rhetoric, it has brought some much-needed credibility to the production cut deal - despite a lack of commitment from some other members.   

 

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Tagged Saudi Arabia, Iraq crude exports, OPEC crude exports 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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