ClipperBlog

03 February

Asia looking further afield

Happy Nonfarm Friday! Better-than-expected job creation last month is supporting sentiment on this first Friday of February, and crude is being swept along with this, being boosted as well by the announcement of sanctions on Iran. Hark, here are five things to consider in oil markets today:  

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Tagged OPEC, Venezuela diluent Leave a comment
23 January

Second-guessing OPEC's next moves

Crude is starting the week by charging lower, as supportive rhetoric from OPEC over the weekend has done little to allay fears of ongoing strong supply this year - especially if OPEC does indeed end production cuts mid-year, and should U.S. production continue to show signs of life. Hark, here are five things to consider in oil markets today.

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Tagged OPEC, Saudi Arabia, oil rig count, Arab Gulf crude exports, Equatorial Guinea 2 Comments
06 January

OPEC cuts to the core?

Happy Nonfarm Friday! It is the first Friday of the year, hence we get our first monthly dose of official US employment data. Job creation last month was below expectations, but was offset by upward revisions to prior months, while wage growth also improved to the fastest pace in seven years, adding a positive hue to the report.

Dollar strength off this report is helping to keep crude in...

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Tagged OPEC, OPEC oil exports, Iran oil exports, China renewables Leave a comment
04 January

ClipperClip: Pedal to the metal

My first outing on CNBC Squawk Box this year was fun as always; it was a quick tour of key issues in the crude complex, including some immediate OPEC trends we are seeing in our ClipperData at the turn of the year. Hark, click on the below mugshot to launch to the clip:

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Tagged China oil demand, OPEC, Saudi oil exports 1 Comment
27 December

ClipperClip: Goldilocks & the 3 bears

I used the analogy of Goldilocks and the three bears this morning on CNBC Squawk Box to highlight the most positive and negative influences for prices in the next year. Hark, click on the mugshot below to launch to the clip:

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19 December

Market share battles persist

As we shuffle into two weeks of lower trading volume over the holiday period, and as we await next month's production cuts to start showing up in our export data (woot woot!), oil is looking decidedly undecided today. Hark, here are five things to consider in oil markets today.

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Tagged China oil imports, OPEC, Saudi oil exports Leave a comment
13 December

IEA report encourages oil rally

Prices are drifting higher again today, encouraged on by a supportive report from the IEA. A monthly OPEC report awaits tomorrow, as does the weekly inventory report, but for now - hark, here are five things to consider in energy markets today:

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Tagged OPEC, IEA OMR report, UAE oil exports Leave a comment
13 December

ClipperClip: Shock and Awe

This morning's appearance on the set of CNBC's Squawk Box covered a whole host of topics, including why demand is not likely to be as strong as people think (think: lesser Chinese bargain-hunting), as well as my taste in vests. Hark, click on the below mugshot to launch to part of the segment:

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01 December

OPEC party continues on

An OPEC-inspired rally continues for a second day, as the prospect of a production cut means a likely swifter market rebalancing...if it were implemented. (And that is a big IF). Nonetheless, the constructive development is spurring on positive sentiment and buying interest. A non-OPEC meeting in Doha now looms next week, but for now, hark, here are five things to consider in oil markets today.

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Tagged OPEC, Saudi oil exports, refinery runs, Permian Basin, US shale Leave a comment
01 December

ClipperClip: Good Times

Yesterday was too much fun; it was like all our Christmases came at once. OPEC's decision to cut production means we'll be able to monitor the cartel via our real-time ClipperData to see whether they are adhering to their commitment or not. I appeared on NPR yesterday morning to react to the OPEC decision, you can listen to the interview here.  

I also appeared on CNBC Asia last night; hark,...

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Tagged OPEC, oil exports, CNBC 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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