Matt Smith

I was out on CNBC Asia last night discussing the latest developments relating to Iran, crude flows into China, and the likely ongoing over-compliance of Saudi Arabia in terms of OPEC production cuts. The chart below highlights what I was discussing in the interview – how US flows are heading elsewhere in Asia as US […]

Back in the saddle after the recent bout of semi-annual ClipperView presentations in the US and Europe, I did my bi-weekly segment on NPR’s Texas Standard yesterday morning, before appearing on CNBC Asia last night. Both hits (not surprisingly) were to discuss Iran, which is front and center at the moment. Hark, click here for […]

Today’s appearance on the set of CNBC Squawk Box had us debating the recent rise in oil prices, what that means for gasoline prices, and what the difference is between light sweet and heavy crude – via samples.

I was out on CNBC Asia last night, discussing the latest events in the oil market, from rising US production to OPEC – as well as short and long-term impacts on the market.

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 is ramping up product exports.

Today’s appearance on CNBC Squawk Box discussed the key takeaways from the latest OPEC and IEA monthly reports, as well as what we’re seeing in our ClipperData in terms of our US imports of Saudi crude. We also discussed where prices could go for the rest of this year.

With soybeans a hot topic in the midst of the current US-China Trade War, and with USDA data being errant amid the recent government shutdown, Ken Smithmier has quickly become a go-to source to provide insights into this particularly opaque market.

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.