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ClipperBlog

26 November

The GERM Report



Dan Graeber

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: RED

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Tagged opec meeting, Iran sanctions, oil prices, Saudi Arabia oil production, OPEC oil production Leave a comment
26 November

ClipperClip: Follow the flows



Matt Smith

How 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.

 

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Tagged saudi arabia crude exports, Saudi Arabia oil production, opec meeting, OPEC, oil in transit, global floating storage Leave a comment
19 November

The GERM Report



Dan Graeber

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: Yellow-Elevated

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Tagged geopolitical tension, geopolitics, US imports of Saudi crude, Saudi Arabia oil production, Iran oil exports, Iran crude exports Leave a comment
14 November

ClipperClips: A Royal Rout



Matt Smith

In the aftermath of oil prices dropping for 12 consecutive days I appeared on CNBC Asia overnight and then CNBC Squawk Box this morning, addressing the various reasons why oil has fallen so far from its multi-year perch in the last six weeks. Hark, click on the below mugshots to launch to the clips.

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Tagged OPEC crude exports, OPEC oil demand growth, Saudi Arabia oil production Leave a comment
14 March

Twists and turns



Matt Smith

The double whammy of yesterday's EIA drilling productivity report - showing rampantly rising shale production next month - combined with a bearish OPEC monthly oil market report, has sent oil prices scampering lower, testing key support levels on both Brent and WTI. With more twists and turns in the coming days than the Monaco Grand Prix, hark, here are five things to consider in oil markets...

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Tagged Saudi Arabia oil production, us oil producing states, China oil demand, basrah light, Basrah heavy Leave a comment

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.

Amir Richani

NOAM RAYDAN


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.

Noam Raydan

KEN SMITHMIER


Ken Smithmier is our Director of Research for Agricultural Markets. Follow along as Ken gets granular about grains.

Ken Smithmier


JOSH LOWELL


Josh Lowell is an energy analyst at ClipperData. He specializes in marine fuels, and is known for talking about IMO2020 in his sleep.

Josh Lowell


RON COIFMAN


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.

Ron Coifman


KALEEM ASGHAR


Kaleem Asghar Kaleem is ClipperData's Director of LNG analytics, and our main man when it comes to all things natural gas related..

Kaleem Asghar

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