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
Continue ReadingWelcome 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
Continue ReadingHow ace is Becky Quick?! We had a great back-and-forth this morning on CNBC Squawk Box re rising oil in transit, and why it is currently a bearish, not bullish signal. We also discussed the current quandary facing Saudi Arabia, as well as the challenges facing US producers.
Continue Reading
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 ReadingWelcome 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: Yellow-Elevated
Continue ReadingWelcome 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 ReadingAs 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.
Continue ReadingIn 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).
Continue ReadingThis 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.
Continue ReadingI 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.
Continue ReadingMatt 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.
Dan Graeber is Chief Editor at ClipperData. He specializes in exploring the intersection between geopolitical events and the price of oil.
Amir Richani is a geopolitical analyst at ClipperData, with a voracious appetite for studying political, economic and social developments in Latin America.
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.
Ken Smithmier is our Director of Research for Agricultural Markets. Follow along as Ken gets granular about grains.
Josh Lowell is an energy analyst at ClipperData. He specializes in marine fuels, and is known for talking about IMO2020 in his sleep.
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.
Kaleem Asghar Kaleem is ClipperData's Director of LNG analytics, and our main man when it comes to all things natural gas related..
