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
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.Continue Reading
I had a great time on BNN Bloomberg today with Andrew Bell, he's a funny dude. We started off chatting about the key themes of this year, including the OPEC production cut and weakness in the Chinese economy, before shifting gears to electric vehicles, and the noise they make when they reverse.Continue Reading
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 - HighContinue Reading
An OPEC-inspired rally continues for a second day, as the prospect of a production cut means a likely swifter market rebalancing...if it were implemented. (And that is a big IF). Nonetheless, the constructive development is spurring on positive sentiment and buying interest. A non-OPEC meeting in Doha now looms next week, but for now, hark, here are five things to consider in oil markets today.Continue Reading