ClipperClip: Iranian Woes and Chinese Flows

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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 exports rise and flows to China dry up:

And, hark, click on the below mugshot to launch to the clip: