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ClipperBlog

13 February

ClipperClip: Hope Springs Eternal



Matt Smith

I was on CNBC Squawk Box this morning discussing the current dynamics in the oil market and what the key takeaways are from the latest OPEC / IEA monthly oil reports (in combo with our flows data), as well as what could happen to prices over the rest of the year. 

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Tagged OPEC production cuts, US imports of Saudi crude Leave a comment
11 February

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

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Tagged US imports of Saudi crude, geopolitics, venezuela crude exports, geopolitical tension 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 Iran oil exports, Saudi Arabia oil production, US imports of Saudi crude, geopolitics, geopolitical tension, Iran crude exports Leave a comment
15 October

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: Orange - High

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

The GERM Report



Dan Graeber

Welcome to the new home of 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. Dan has a long history in oil markets and an academic background in international relations theory. Apart from energy, he's contributed to the discussion on the foreign policy strategy of...

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Tagged crude oil exports, US imports of Saudi crude, Libya crude exports, oil prices, OPEC crude exports, geopolitics, us dollar Leave a comment
16 February

Saudi exports muddy the waters



Matt Smith

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, US imports of Saudi crude, Saudi Aramco IPO 3 Comments
26 June

Saudi export cuts kicking in



Matt Smith

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.

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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