Matt Smith

Brent crude prices have more than doubled since the lows of late April, and while part of that is a reflection of the demand-driven recovery we’ve seen on a global basis, it is also the result of global oil producers throttling back on exports. While this recent discipline is to be commended, let us not […]

Vessels laden with crude waiting offshore China for more than seven days – which we classify as floating storage – has climbed above 50 million barrels for the first time. As the chart below illustrates, this volume is far beyond what is typical – the average over the first four months of this year was […]

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 on oil imports were more ‘bark than bite’ – and it does indeed seem that […]

This morning’s appearance on CNBC Squawk Box covered the three c’s of oil – cartels, coronavirus and companies. Hark, click on the below mugshot to launch to the clip:

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 a good deal of ground, some of which is here, so…hark, click on the below […]

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 level: Orange RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: […]

Welcome to The Geopolitical Energy and Risk Monitoring Report 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. Risk level: Orange RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated […]

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: Yellow RED: Severe (+/- 4%) ORANGE: High (+/- […]