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ClipperBlog

14 January

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

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Tagged geopolitical tension, geopolitics, OPEC production cuts, opec monthly report, OPEC oil exports Leave a comment
14 December

Trading Places

Trading Places is the most popular trading (and presumably, Christmas) movie among energy traders (as proven by Anthony Crudele via his podcast interviews). So while we get into the holiday spirit, it seemed appropriate to highlight how energy flows have their own version of the movie plot playing out. 

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Tagged OPEC, OPEC oil exports, Libya oil exports, US LPG exports, US oil exports Leave a comment
24 August

I Drink Your Milkshake!

The splendidly-directed movie 'There Will Be Blood' by P.T. Anderson is about the early days of the oil boom.

There is an epic scene between actors Daniel Day Lewis and Paul Dano, in which Daniel Day Lewis says: 'I DRINK YOUR MILKSHAKE!'. 

This is a century-old hat-tip to directional oil drilling, as Daniel Day Lewis' character has used slant drilling to drain an oil reservoir under an...

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Tagged Iran oil exports, OPEC oil exports, Iraq oil exports Leave a comment
21 June

Saudi's pre-OPEC meeting ramp up

As discussed on CNBC Asia last night, Core OPEC has been ramping up exports this month ahead of tomorrow's OPEC meeting in Vienna. Historically, production typically rises ahead of an OPEC quota hike, and this time looks no different. 

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Tagged Saudi crude exports, OPEC oil exports Leave a comment
25 May

ClipperClip: Levels of Significance

This morning's appearance on CNBC Squawk Box covered levels of significance, as Brent tests $80/bbl and retail gasoline $3/gal. Hark, click on the below mugshot to launch to the clip, before Joe Kernen went off on a tangent...!

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Tagged CNBC, OPEC oil exports, Iran, venezuela crude exports Leave a comment
26 October

Back to the Future

Wowee, 1985 showed a rich vein of form for movies. It was the year that spawned The Goonies, The Breakfast Club,  Spies Like Us, Fletch and Back to the Future. It is Michael J Fox's breakthrough movie as Marty McFly which is particularly appropriate this month, given an event that is unfolding in the oil market which has not occurred in the last 32 years. 

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Tagged OPEC oil exports, Saudi crude exports, US oil imports, Iraq oil exports Leave a comment
23 August

OPEC giving up US market share

Oil prices are rallying post-EIA report as today's crude draw was joined by a drop in gasoline inventories. Although waterborne imports were strong last week, OPEC flows to the U.S. continue to ebb. Hark, here are some things to consider in oil markets today:

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Tagged US oil imports, OPEC oil exports Leave a comment
18 August

Trundling crude

WTI is trundling lower into the weekend, still looking listless after hitting its head on resistance around the $50 mark. As the weekend beckons, hark, here are some things to consider in oil markets today:

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Tagged OPEC oil exports, us diesel exports, us gasoline export, mexico diesel imports, brazil diesel imports Leave a comment
07 July

Reality bites

Six months after the implementation of the OPEC production cut deal to reduce output by 1.2 million barrels per day, and we should be well on our way towards rebalancing - yet prices have just reached a new low for the year.

OPEC actually exported more crude in June than it did in October (the production cut deal reference level), while total global crude exports are over 10 percent higher...

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Tagged OPEC oil exports, Saudi oil exports, US oil imports Leave a comment
25 May

Extension reflects OPEC's shortcomings

As OPEC's latest meeting concludes in Vienna, just a glimpse at the charts below helps explain why the cartel's production cut deal has been extended for another nine months: it hasn't worked so far.

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Tagged US oil imports, OPEC oil exports 2 Comments

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

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