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ClipperBlog

18 October

ClipperClip: Saudi, Stocks and Shocks

I was on the set of CNBC's Squawk Box this morning, discussing the oil market and the myriad of current influences. We discussed everything from rising US inventories to the potential of sanctions on Saudi. Contrary to Joe's belief, my voice was louder than my vest.

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Tagged Saudi Arabia oil exports, US oil inventories Leave a comment
16 February

Saudi exports muddy the waters

Saudi Arabia continues to keep the market informed about its stance on the OPEC production cut deal, with Khalid al-Falih's latest guidance that Saudi would prefer to overtighten the market than exit early from cuts (channeling Neil Young's 'it's better to burn out than fade away'). 

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Tagged Saudi Arabia oil exports, Saudi Aramco IPO, US imports of Saudi crude 3 Comments
05 February

OPEC crude exports to US remain choppy

Back at the start of December, we discussed how Venezuelan crude deliveries to the U.S. were sliding, and particularly to Citgo refineries.  December ended up being the lowest level of Venezuelan grades to the U.S. on our records, as total Venezuelan crude exports dropped under 1.1 million barrels per day.

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Tagged OPEC, US oil imports, Saudi Arabia oil exports Leave a comment
02 February

(Another) 100 million barrels

Back in December we discussed how US oil inventories had been drawn down by a hundred million barrels from their peak last March, channeling Dr Evil from Austin Powers.

In recent weeks we have been on tour, presenting our six-month proprietary outlook, and have been highlighting the case of another 100 million barrels - this time via the cumulative drop in Saudi crude exports over the last...

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Tagged OPEC compliance, Saudi Arabia oil exports, market rebalancing, Libya oil exports, impact alerts Leave a comment
06 December

No holiday cheer for US from OPEC

After the dust has settled on last week's OPEC meeting, the cartel's impact on U.S. oil inventories is set to linger on. Stocks are at their lowest level since January 2016, and are down over 80 million barrels from their peak in March - in spite of a 30 million barrel injection from the SPR.

As we head into the holiday season, the U.S. should expect little in the way of holiday cheer from...

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Tagged Saudi Arabia oil exports, Iraq oil exports, OPEC, OPEC exports to the US Leave a comment
29 November

ClipperClip: All about Saudi

This morning's appearance on CNBC's Squawk Box addressed the impending OPEC meeting, and how Saudi continues to lead the charge in the production cut, and will dictate the shots going forward. Hark, click on the below mugshot to launch to part of the clip:

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Tagged Saudi Arabia oil exports, Iraq oil exports, Iran oil production, Venezuela oil exports Leave a comment
24 October

ClipperClip: To Aramco...and beyond!

This morning's appearance on the set of CNBC Squawk Box started off discussing Saudi Aramco's IPO next year, and ended up covering global demand growth, and the unusual places it is coming through from. Hark, click on the below mugshot to launch to the clip: 

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Tagged OPEC, Saudi Arabia oil exports, Saudi Aramco IPO 1 Comment
15 August

US inventories back in focus

After trying to grab ahold of the fifty dollar handle, WTI has lost its grip and is sliding lower in forty dollardom once more. Even though U.S. inventories look set to descend through August, global oversupply concerns are overshadowing this supportive influence. Hark, here are some things to consider in oil markets today.

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Tagged Venezuela oil exports, Saudi Arabia oil exports, India oil demand Leave a comment
14 July

A crude cornucopia

We've had more energy-related newsflow than we can shake a stick at this week, with the triumvirate of monthly reports from the EIA, IEA and OPEC. The crude complex looks to finish the week with a solid gain, as positivity relating to demand distracts us from ongoing strong supply - at least for now. As we head into the weekend, hark, here is a cornucopia of crude and energy-related tidbits to...

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Tagged Saudi Arabia oil exports, LNG exports Leave a comment
26 June

Saudi export cuts kicking in

We discussed back in early May how Saudi Arabian crude export loadings in April had dropped materially. Given the journey time to US shores (hark, seven-ish weeks), the expectation was that we would start to see lower volumes reflected in the June data. And sure enough, as we prepare to exit June stage right, arrivals are on the decline.

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Tagged Saudi Arabia oil exports, US imports of Saudi crude 2 Comments

About the Authors

MATT SMITH


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

DAN GRAEBER


Dan Graeber is Chief Editor at ClipperData. He specializes in exploring the intersection between geopolitical events and the price of oil.

Dan Graeber

AMIR RICHANI


Amir Richani is a geopolitical analyst at ClipperData, with a voracious appetite for studying political, economic and social developments in Latin America.

Matt Smith

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