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ClipperBlog

16 January

ClipperClip: Talking AMLO, EIA



Matt Smith

I was on TD Ameritrade this morning, chatting with Ben Lichtenstein about Mexican gasoline imports and the current gasoline shortage there (something we discussed in my latest showing on NPR's Texas Standard on Monday - listen here).

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Tagged Mexico gasoline imports, US gasoline exports, us oil production, us crude exports, AMLO 1 Comment
01 November

Crack whacked as surplus back



Matt Smith

With the U.S. gasoline market in a state of plentiful supply, the front month Rbob gasoline crack spread (the gauge for the profitability of refining gasoline) has dropped below $10/bbl (vs WTI) for the first time since early 2017. 

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Tagged US gasoline exports, us refinery runs, rbob crack spread Leave a comment
16 August

ClipperClips: Chi-Town & China



Matt Smith

I was in Chicago yesterday giving a keynote speech at a conference, so I grabbed the opportunity to swing by the TD Ameritrade Network and meet Ben Lichtenstein in person. 

We did a segment covering all manner of things (as per usual) - including China, the US dollar, inventories, OPEC and gasoline. 

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Tagged China oil imports, US LNG exports, Iran oil exports, US gasoline exports, OPEC crude exports 1 Comment
09 November

Booming US product exports



Matt Smith

The U.S. export boom continues apace. And not only from crude exports, which clambered above 2 million barrels per day in recent weeks, but from the product piece of the pie too. Joining rising gasoline and distillate exports from the U.S. has been LPG. And not just propane or butane, but ethane as well - as our ClipperData illustrate below. 

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Tagged US gasoline exports, US middle distillate exports, US propane exports, US ethane exports Leave a comment
30 October

On the road



Matt Smith

I've been on the road - on walkabout as the Australians would say - for the last four weeks, doing a number of speaking engagements and trips across America. As we all know, all paths lead back to energy,  hence, on my travels I have seen a bunch of energy infrastructure that I normally just study on a screen. Hark, here are some of those places, and some corresponding insights via our...

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Tagged US crude imports, US gasoline exports, ExxonMobil Baton Rouge refinery, Texas refineries, PES Philadelphia refinery, Phillips 66 Bayway refinery, US middle distillate exports 7 Comments
28 September

Elasticated Exports



Matt Smith

It is now a little over a month after Hurricane Harvey made landfall on the US Gulf Coast. While some refineries are still in the process of ramping up activities, refining utilization is clambering back higher towards historical norms. This improvement is being reflected through in higher crude and product flows, with product export activity looking particularly elasticated, snapping back...

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Tagged US crude imports, US gasoline exports, us diesel exports, US gulf coast refinery runs 1 Comment
14 September

Returning to normalcy on the US Gulf Coast



Matt Smith

Nearly twenty days (or over 450 hours) after Hurricane Harvey made landfall betwixt between Port Aransas and Port O'Connor in Texas, there are a number of signs emerging in our ClipperData that the refinery hub of the U.S. is returning to some semblance of normalcy. Hark, here are but three such examples: 

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Tagged US gasoline exports, us diesel exports, US Gulf Coast crude imports Leave a comment
09 February

U.S. crude exports impact regional pricing



Matt Smith

Oil prices are moving back toward the top of their recent trading range, looking to muster a test of resistance once more. As positivity abounds amid new intraday record highs for U.S. equity markets, hark, here are five things to consider in oil markets today:

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Tagged US gasoline exports, EIA STEO, US oil exports 1 Comment
22 December

Mexico and its gasoline dilemma



Matt Smith

Amid a better-than-expected U.S. GDP print and a slightly softer dollar, oil prices are on the rise today. Gasoline, however, is on the move lower - and something we hone in on for today's blog. Hark, here are five things to consider in oil (and gasoline!) markets today:

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Tagged gasoline imports, retail gasoline prices, EIA, US gasoline exports Leave a comment
16 November

OPEC hope trumps EIA builds



Matt Smith

Oil is rallying for a second consecutive day, despite a bearish-tilted EIA report. As more weight is placed on behind-the-scenes OPEC meetings, financial positioning is shifting bullish once more. Hark, here are six things to consider in oil markets today. 

 

 

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Tagged gasoline inventories, EIA inventory report, IEA, wolfcamp, US gasoline exports 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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