ClipperClip: Tension and Tariffs

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This morning’s appearance on CNBC’s Worldwide Exchange hit the typical high notes re US output and and geopolitical tension, but we also discussed tariffs – and how a potential trade war could impact energy flows to China. Hark, click on the below mugshot to launch to the clip – while also check out the charts below of propane and crude flows referenced:

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Hark, the U.S. is the largest supplier of propane to China, delivering an average of 130,000 bpd last year. 

US propane exports to China ClipperData

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Hark, US oil export loadings bound for East Asia, predominantly heading to China: 

US oil exports for East Asia ClipperData 2018