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ClipperBlog

15 October

The GERM Report

Risk level: Orange - High

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Tagged Iran sanctions, geopolitical tension, saudi arabia crude exports, geopolitics, OPEC crude exports, US imports of Saudi crude, crude oil exports Leave a comment
25 September

ClipperClips: Oil's OPEC Overreaction

As Brent crude pushed to multi-year highs yesterday, it was the topic of conversation on my every-other-Monday-morning segment on NPR's Texas Standard, as well as on CNBC Asia last night.

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Tagged Iran oil exports, OPEC, saudi arabia crude exports, spare capacity 1 Comment
26 June

ClipperClip: World Cup Analogies

In this morning's appearance on the set of CNBC's Squawk Box, I used the analogy of OPEC being a soccer team - some member's exports are on the defensive (Iran, Angola, Nigeria, et al), while others are on the attack (core OPEC). 

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Tagged OPEC crude exports, US oil exports, saudi arabia crude exports Leave a comment
19 June

ClipperClips: OPEC & M'OPEC

This morning's appearance on CNBC Squawk Box once again addressed the notion of 'don't fight the Falih', and the likelihood of Saudi and Russia dialing back on production cuts at Friday's semi-annual meeting.  

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Tagged OPEC production cuts, OPEC crude exports, saudi arabia crude exports, Iraq crude exports 1 Comment
19 January

ClipperClip: Running out of Steam

I had a good ole run at it on CNBC Asia last night with Bernie Lo, chatting about OPEC, US producer hedging, geopolitical tension, and how the crude rally looks like it is running out of steam here.

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Tagged OPEC crude exports, saudi arabia crude 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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