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US Base Oil Exports Shrug Off Falling European Car Sales
Exxon Mobil’s Group II base oils refinery opening in Rotterdam and declining car sales in Europe has had little impact on US flows of base oil volumes into Northwest Europe during the first half of this year. The first six months of 2019 saw 358,982 tons of base oils arrive into Northwest Europe from the […]
Tags: automobile, base oils, IMO 2020, vehicles -
The Geopolitical Energy and Risk Monitoring Report
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 RED: Severe (+/- 4%) ORANGE: High (+/- […]
Tags: Brent, China economy, Trade, trade war, Trump -
Hapag-Lloyd Hedging its Bets for IMO 2020
Global container line Hapag-Lloyd will comply with the upcoming 0.5%S cap through a combination of compliant fuels, employing scrubbers and by using liquefied natural gas. The container line’s primary method of compliance with the International Maritime Organization’s sulfur cap will be 0.5 percent low sulfur fuels, while scrubbers and LNG will be run on a […]
Tags: bunker fuel, fuel oil, IMO 2020, scrubbers, sulfur -
China Might Need The U.S. This Time
It was reported on Monday evening from the Chinese Ministry of Commerce that Chinese companies have stopped purchasing U.S. agricultural products in response to President Trump announcing that he intends to place a 10 percent tariff on an additional $300 billion of goods starting on September 1st. The Ministry of Commerce also said they would […]
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The Geopolitical Energy and Risk Monitoring Report
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 RED: Severe (+/- 4%) ORANGE: High (+/- […]
Tags: Brent, china, Russia, Trade, treaty, trumjp -
LNG Market Analysis for June
LNG Market Analysis Global export loadings of liquefied natural gas in June totaled approximately 30.9 million tons on board 487 vessels, considerably higher than June 2018’s pace of 25.2 million tons. Approximately 30.9 million tons arrived on 490 vessels at import terminals in June, compared to 25.6 million tons in June 2018. Northeast Asia took […]
Tags: global lng market, LNG, LNG exports, LNG imports, russia lng exports -
The Geopolitical Energy and Risk Monitoring Report
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 RED: Severe (+/- 4%) ORANGE: High (+/- […]
Tags: Brent, china, geopolitical tension, geopoliticOIL, geopolitics, Strait of Hormuz, Trump -
US-China Trade War Leads to Rise in Illegal Trade
The surge in Vietnamese exports to the United States as shippers seek to escape the effects of the US-China trade war appears to include illegal rerouting of goods by some Chinese exporters. This cottage industry came to light in June when Vietnam accused Chinese firms of deploying illegal ‘Made in Vietnam’ labels to sidestep US […]
Tags: china, Container, taiwan, Trade, trade war, Trump