Tensions were already running high betwixt the U.S. and China before trade threats were ratcheted up once more this week. As we know all too well, all paths lead back to energy: hence commodity flows will likely feel the brunt of the current collywobbles.Continue Reading
CNBC published an article late last week based on our ClipperData, highlighting how deliveries of U.S. crude grades into China climbed to a record in November.
As U.S. crude and product export markets evolve, new patterns in loadings, destinations, grades and purchasing present themselves in our granular data.Continue Reading
Oil is getting tonked on this final Monday of the month, as broader market volatility is bringing out the bears. Signs of OPEC compliance continue to counter signs of life from US shale production, with shale winning the price war today. Hark, here are five things to consider in oil markets today:Continue Reading
And crude continues to be more choppy than Chuck Norris fighting Hong Kong Phooey fighting Bruce Lee, selling off today after yesterday's rally (after selling off on Wednesday after rallying on Tuesday...). Hark, here are five things to consider in energy markets today:Continue Reading
Things come in threes, so after the unexpected Brexit result earlier in the year, and Donald Trump's surprise election victory overnight, it would appear we are destined for an unlikely OPEC production cut at the end of the month. Hark, here are six things to consider in oil markets today:Continue Reading
Happy Nonfarm Friday Eve! Prices are pushing on for yet one more day, under the gravitational pull of another informal producer meeting - this time in Istanbul next week for certain OPEC members and Russia. As prices are lifted by the wings of hope once more, hark, here are five things to consider in oil / energy markets today:Continue Reading