ClipperBlog

08 August

Saudi Swinging

Rumors and murmurs suggest that Saudi is not only cutting exports again in September, but is choosing to swing these flows away from the east, and towards the west once more. Nonetheless, crude prices are still ticking lower on this eighth day of the eighth month. Hark, here are some OPEC observations to consider:

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Tagged OPEC exports, Venezuela oil exports, Angola oil exports, Libya oil exports, OPEC exports to the US 4 Comments
06 June

ClipperClip: Limited Impacts

I dashed to the Rockefeller Center yesterday evening to do a segment on CNBC Asia, not realizing CNBC's studio was located next to the dressing rooms for 'The Tonight Show'. Hence, not only did I get a wee bit lost, but I also managed to do some celeb-spotting in the process. As for the segment, we mostly discussed Qatar and its energy flows; hark, click on the below mugshot to launch to the...

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Tagged OPEC exports, Qatar, global crude flows 4 Comments
26 May

The Hangover

No sooner had the dust settled after the conclusion of the latest OPEC meeting (with oil traders selling the market like hot cakes), we got Saudi oil minister Khalid Al-Falih saying that exports to the US were dropping measurably

While this has caused a good degree of excitement in the market, we here at the good ship ClipperData had already highlighted at the beginning of this month that...

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Tagged OPEC exports, Saudi oil exports Leave a comment
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
19 December

ClipperClip: Baked in the Cake

I had a good run at it on CNBC Asia last night covering U.S. shale, emerging market demand and the temporary nature of the OPEC / NOPEC production cut. Hark, click on the below image to launch to the first couple of minutes of the interview, covering how a good degree of OPEC compliance is baked in the cake:

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Tagged OPEC exports, oil Leave a comment
06 December

OPEC OUTPUT UP! UP! UP!

The crude complex is finally taking a breather after the recent OPEC-sponsored rally. We're now faced with the juxtapositioning of rising OPEC output versus promised cuts; something which could well become a recurring theme over the coming months. Weekly inventories beckon tomorrow, but hark, here are five things to consider in oil markets today:

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Tagged OPEC exports, Saudi oil exports, OPEC production 1 Comment
05 December

Oil showing ninja skills

It is International Ninja Day, and oil is stealthily climbing higher to another daily gain. As OPEC optimism abounds, prices push higher for a fourth consecutive day to start the new week. Hark, here are five things to consider in oil markets today.

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Tagged OPEC exports, India oil imports, India oil demand, Iraqi oil exports, Kirkuk oil Leave a comment
22 November

OPEC Groundhog Day

And it is Groundhog Day again, as the OPEC rumor-mill gets cranked up once more. Fortunately we get the welcome distraction of an inventory report tomorrow, while some respite follows that in the form of Thanksgiving. But for now, hark, here are five things to consider in oil markets today: 

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Tagged OPEC, OPEC exports, LPG exports, gasoline demand Leave a comment
10 November

IEA sees 'Relentess Global Supply Growth'

It is national forget-me-not day, something it is impossible to do with OPEC amid an onslaught of monthly oil reports. Today's bearish-tilted monthly report from the IEA is combining with a stronger dollar to send crude lower, while an OPEC meeting looms in less than three weeks. Hark, here are six things to consider in oil markets today. 

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Tagged OPEC exports, IEA OMR report, EIA Leave a comment
27 October

OPEC weekly exports reach a record

Wax on, wax off; oil prices are rallying after selling off for the last three days, egged on by yesterday's supportive inventory report and and the ebb and flow of OPEC hope. Hark, here are five things to consider in oil markets today: 

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Tagged OPEC, OPEC exports, gasoline inventories, big oil 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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