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ClipperBlog

01 October

The GERM Report

Risk level: Orange - High

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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

Risk level: Orange - High

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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

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

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

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 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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