Author: Matt Smith

Record Saudi Flows vs Tariff Woes

I was on CNBC Asia last night, discussing the potential for a synchronized production cut – or the prospects of US oil tariffs – amid rampant Saudi crude loadings in recent weeks. We discussed whether the threat of US tariffs

Read More »

LPG Weekly

We last addressed OPEC LPG shipments back in August (see Vol. 5, Issue 33), highlighting how they appeared to be diverging from the OPEC oil production cut deal and increasing instead.

Read More »

ClipperClip: The Saudi Swing

After being interviewed remotely so many times over the years, I finally got to meet Sri Jegaragah in person on the set of CNBC in Singapore this morning. (He still calls me Energy Burrito). We had a great chat covering

Read More »

The Geopolitical Energy and Risk Monitoring Report

The Geopolitical Energy and Risk Monitoring Report Welcome Dan Graeber’s weekly commentary on the intersection between geopolitical events and the price of oil. The color-coded indicator reflects the expected price volatility by the end of the current trading week. Risk

Read More »

Domestic East

East Africa’s LPG offtake could set up for a strong demand period in coming months. LPG offtake in the region soared to 48,000 bpd in July and has averaged 14,000 in the five months since. However, the beginning of the

Read More »