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ClipperBlog

29 October

The GERM Report

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 sanctions, saudi arabia crude exports, OPEC oil demand growth, geopolitical tension, geopolitics 1 Comment
11 May

OPEC's conundrum continues

Oil is rallying for a second consecutive day, with continued positive momentum from yesterday's weekly inventory report, in combination with rising hopes of deeper and/or longer production cut commitments by OPEC. (OPEC cuts are starting to feel like QE at the turn of the decade: omnipresent). Hark, here are five things to consider in oil markets today.    

 

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Tagged OPEC oil demand growth, OPEC supply growth 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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