ClipperBlog

26 August

China energy challenges persist

As financial markets are distracted once more by Federal Reserve Chair Janet Yellen, crude is not immune to this influence, making moves in response to the U.S. dollar's gyrations (crude up, dollar down). We'll choose to ignore this hullabaloo, and hark, consider six things specifically relating to oil markets today: 

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Tagged China oil demand, OPEC, Doba, Permian Basin Leave a comment
25 August

Stalling Iranian production and exports

With broader markets distracted by an impending speech by Federal Reserve Chair Janet Yellen, crude is once again preoccupied by potential OPEC developments. As the dollar softens and crude edges higher, hark - here are five things to consider in oil markets today. 

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Tagged China oil production, OPEC, refinery runs, Iran Leave a comment
22 August

Oil prices finally retrace

The recent oil rally is finally hitting the brakes, with prices retracing today on supply developments relating to Iraq and Nigeria, while vehement short-covering has brought financial positioning back from the ledge of bearish extremities. Hark, here are five things to consider in oil markets today:

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Tagged Nigeria oil exports, OPEC, Iraq, Malaysia Leave a comment
18 August

And Oil Just Kept on Runnin'

Another day, another dollar (rally in oil prices). The tag-team of dollar weakness and production freeze hopes combine again to rally crude prices higher for yet another day. Hark, here are five things to consider in oil markets today:

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Tagged OPEC, Qatar Leave a comment
17 August

Oil inventories distract from jawboning

Today's weekly EIA inventory report has provided a very (very) welcome distraction from the production freeze jawboning. A solid draw to crude stocks, helped in large part by another large draw to the West Coast (h/t low imports) has been a supportive element, as has a solid draw to gasoline. Refinery runs hit their highest level for the year to boot...hence oil has pared losses. Hark, here...

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Tagged LNG exports, OPEC, OPEC oil exports Leave a comment
16 August

Oil exuberance hits the pause button

 After what feels like 23 days of rallying amid conflicting commentary from various key global producers about a potential production freeze, prices have hit the pause button today, shifting focus towards another round of impending inventory data. Hark, here are six things to consider in oil markets today: 

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Tagged LNG exports, OPEC, oil imports, Saudi Arabia, oil exports Leave a comment
09 August

ClipperClip: Dismissing OPEC freeze rumors

I had a fun chat with Bernie Lo on CNBC Asia last night about a whole host of things. Part of the interview is featured below, where we discussed the likelihood - or the lack thereof - of an OPEC production freeze. Hark, click on the below mugshot to launch to the clip:

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Tagged ClipperBlog, OPEC, Saudi oil exports, refinery maintenance season, Iraq oil exports Leave a comment
23 June

Oil swept up in risk-on euphoria

As the pound pushes on, equities rally, and bonds sell off, oil is being propelled higher by an expectation for a 'remain' vote coming through in today's Brexit vote. With that out of the way, let's dig into five interesting oil and gas-specific trends today:

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Tagged ClipperBlog, LNG exports, OPEC Leave a comment
15 June

Oil selling off on ongoing economic uncertainty

Forty-seven years after the birth of Ice Cube, and the bullish sentiment in the oil market is thawing once more. As economic conditions continue to look tepid, and supply outage fears melt, crude is moving lower for a fifth consecutive day. Hark, here are five things to consider in oil markets today.

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Tagged ClipperBlog, Nigeria, OPEC, Venezuela oil exports Leave a comment
02 June

Oil rallies on EIA draw, ignores OPEC inaction

Sixty-three years to the day after the coronation of Elizabeth as Queen of England at Westminster Abbey, OPEC once again tries to prove itself as kingpin of the oil market. With an acronymtastic day today, courtesy of the ECB, ADP - and OPEC too - here are five things to consider in oil markets:

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Tagged ClipperBlog, OPEC, Saudi, Gabon oil exports 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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