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ClipperBlog

06 May

The Geopolitical Energy and Risk Monitoring 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.

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Tagged Venezuela sanctions, geopolitics, geopolitical tension, Iran sanctions Leave a comment
03 May

Venezuela: between political crisis and oil flows



Amir Richani

Venezuela’s political and economic crises continue to deteriorate, all while PdVSA tries to maintain steady oil flows.

On Tuesday, opposition leader Juan Guaido, accompanied by several members of the Venezuelan armed forces, called for military support to oust Nicolas Maduro.

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Tagged Venezuela, Venezuela sanctions 1 Comment
29 April

The Geopolitical Energy and Risk Monitoring 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.

Continue Reading
Tagged Venezuela sanctions, geopolitics, geopolitical tension, Iran sanctions Leave a comment
08 April

The Geopolitical Energy and Risk Monitoring 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.

Continue Reading
Tagged Venezuela sanctions, geopolitics, geopolitical tension, Iran sanctions 1 Comment
01 April

The Geopolitical Energy and Risk Monitoring 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.

Continue Reading
Tagged Venezuela sanctions, geopolitics, venezuela crude exports, geopolitical tension 2 Comments
25 March

The Geopolitical Energy and Risk Monitoring Report



Dan Graeber

Welcome to The Geopolitical Energy and Risk Monitoring Report (GERM) by Dan Graeber, a commentary on the intersection between geopolitical events and the price of oil. Our indicator is based on the expected price volatility by the end of the current trading week.

Continue Reading
Tagged Venezuela sanctions, geopolitics, venezuela crude exports, geopolitical tension, Iran crude exports, Iran sanctions 1 Comment
28 February

Changing Trends in Venezuelan Flows



Amir Richani

As the US closes its doors to Venezuelan crude, we see more cargoes heading to Asia, with India as the primary destination amid talk of PdVSA seeking to barter for its oil

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Tagged Venezuela, Venezuela oil exports, pdvsa, Venezuela sanctions Leave a comment
25 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: Orange

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Tagged Venezuela oil production, Venezuela sanctions, geopolitics, geopolitical tension Leave a comment
20 February

ClipperClip: Heavy Heavy



Matt Smith

This morning's appearance on CNBC Squawk Box discussed the abundance of light crude amid a lack of heavy barrels ahead of IMO 2020. We also discussed signs of weaker oil demand from China and Germany, while Russia product exports ramp up. 

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Tagged OPEC, China product exports, US shale, US heavy crude imports, Venezuela sanctions, Iran sanctions, IMO 2020, light sweet crude 4 Comments
11 February

Sanctions on Venezuela Starting to Bite



Amir Richani

US sanctions on PdVSA and Venezuela are already having a significant impact. Imports of clean products into Venezuela were halted for 11 days from the end of January, while Venezuelan crude exports to the US have dropped considerably.  

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Tagged Venezuela diluent, Venezuela oil exports, Venezuela sanctions, venezuela crude exports, naphtha exports to Venezuela, US imports of Venezuelan crude 1 Comment
24 January

Oil makes for a sticky situation in Venezuela



Amir Richani

Recognition of opposition leader Juan Guaido as the interim president of Venezuela by the United States, Canada and several right-leaning Latin American powers shows the tenure of Nicolas Maduro and the durability of Chavismo is under threat.

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Tagged Venezuela diluent, Venezuela sanctions, venezuela crude exports, naphtha exports to Venezuela, US imports of Venezuelan crude, Maduro 1 Comment
24 January

ClipperClip: Venezuela & the Energy Flows Involved



Matt Smith

I was out on CNBC Asia last evening discussing the current situation in Venezuela, and its path back to energy. We discussed the crude flows leaving the country, where they are going, and how dependent Venezuela is on the flow of diluent into the country from the US.

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Tagged Venezuela diluent, Venezuela sanctions, venezuela crude exports, naphtha exports to Venezuela, US imports of Venezuelan crude, Maduro, Guaido 2 Comments
28 July

Saudi walkin' the walk



Matt Smith

Back in late May, Saudi Oil Minister Khalid Al-Falih said that 'exports to the U.S. will drop measurably', as the OPEC Kingpin adjusted its focus to reducing exports to the world's most transparent energy hub.

Exports from Saudi to the U.S. take approximately seven weeks to arrive - hence, as we swiftly approach the end of July, we can see from Saudi deliveries this month that they are not...

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Tagged Saudi crude exports, Venezuela sanctions 4 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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