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ClipperBlog

26 November

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: RED

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Tagged opec meeting, Iran sanctions, oil prices, Saudi Arabia oil production, OPEC oil production 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

Continue Reading
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



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

Continue Reading
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
21 June

ClipperClip: OPEC cuts already being unwound



Matt Smith

Last night's appearance on CNBC Asia highlighted that OPEC is definitely going to unwind the production cut deal. In fact, it appears they already have.

Historically, production rises ahead of an OPEC quota increase, and Saudi Arabia, Kuwait and UAE - the key proponents of the OPEC production cut deal - are all showing significantly higher crude exports so far this month, as spigots are opened...

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Tagged OPEC production cuts, OPEC oil production, Saudi oil exports, UAE oil exports, Kuwait oil exports 1 Comment
13 July

ClipperClip: Mo exports, mo problems



Matt Smith

In last night's appearance on CNBC Asia, we discussed how exports need to drop for this market to really start to tighten (you may have heard us mention this before...). Hark, click on the below mugshot to launch to the clip:

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Tagged OPEC oil production, Libya oil exports, Nigeria oil exports Leave a comment
15 March

ClipperClip: Snow Excuses



Matt Smith

I ventured through New York's snowpiled streets early this morning to appear on the set of CNBC's Squawk Box. It was well worth it, though, to get to chat with Becky Quick about how OPEC has snow no excuses for why production cuts are not showing up in our export data. Hark, click on the below mugshot to launch to the clip. 

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Tagged OPEC oil production, iea oil market report, OPEC monthly oil market report 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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