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ClipperBlog

17 August

Mixed Fortunes for Flows to China

Our friends over at Ursa published a blog post yesterday discussing crude inventories at Kyaukphyu in Myanmar, highlighting the seeming political nature of recent crude flows to the storage hub. 

Crude is delivered to CNPC's Kabala terminal in Myanmar and is stored at Kyaukphyu before being transported by pipeline to the Yunnan refinery in China. 

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Tagged China oil imports, Iran oil exports, US oil exports 1 Comment
26 June

ClipperClip: World Cup Analogies

In this morning's appearance on the set of CNBC's Squawk Box, I used the analogy of OPEC being a soccer team - some member's exports are on the defensive (Iran, Angola, Nigeria, et al), while others are on the attack (core OPEC). 

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Tagged US oil exports, OPEC crude exports, saudi arabia crude exports Leave a comment
19 June

Chinese Tariffs and US Energy Flows

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.

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Tagged US LNG exports, US LPG exports, US oil exports, china crude imports Leave a comment
21 December

ClipperClip: 100 million barrels

I got to chat with my buddy, the mighty Dan Murphy, on CNBC Asia last night, and we covered a fair bit of ground: US crude inventories and the role of exports in reducing them, the Forties pipeline outage and who will plug the gap, and how Saudi must be feeling about the oil market (spoiler alert: absolutely delighted). Hark, click on the below mugshot to launch to the clip:

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Tagged Saudi oil exports, US oil exports, us product exports, Forties pipeline outage 1 Comment
17 August

ClipperClip: The Kicker

Last night's appearance on CNBC Asia addressed strong crude inventory draws in the US  - due to higher exports, lower imports and record refinery runs - and a potential looming product glut. Hark, click on the below mugshot to launch to the clip: Continue Reading
Tagged US oil imports, US oil exports, record refinery runs Leave a comment
08 June

ClipperClip: Narrowing spreads

In this morning's appearance on CNBC Squawk Box, we discussed the potential for the Brent-WTI spread to move closer to parity given increasing production and exports from Nigeria and Libya, and how this could close the door on US exports. Hark, click on the below mugshot to launch to the clip:

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Tagged Nigeria oil exports, OPEC, Libya oil exports, US oil exports 5 Comments
02 June

Oil roiled

As oil ventures into forty dollardom once more, today's blog takes a peek at a number of supply side influences, from Basrah buoyed to Brazil nuttiness, all via a 'call on shale'. Hark, here are a number of things to consider in oil markets today:   

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Tagged Nigeria oil exports, Brazil crude oil exports, Iraq oil exports, US oil exports Leave a comment
09 February

U.S. crude exports impact regional pricing

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

About the Author

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

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