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The Geopolitical Energy and Risk Monitoring Report
08/26/2019 | Author: Dan Graeber

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: Yellow […]
Tags: china, Trade, trade war, Trump
The Geopolitical Energy and Risk Monitoring Report
08/05/2019 | Author: Dan Graeber

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
The Geopolitical Energy and Risk Monitoring Report
07/29/2019 | Author: Dan Graeber

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
07/25/2019 | Author: James Caldwell

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
US Corn Export Outlook
07/24/2019 | Author: Ken Smithmier

With six weeks left in the 2018-19 marketing year, US corn exports are struggling to find their footing as South American loadouts take center stage. US loading marketing year-to-date have totaled 43.60 million tonnes with the USDA now forecasting 2018-19 export demand at 53.34mn tonnes. The US will need to ship 1.62mn tonnes per week […]
Tags: Argentina, brazil, china, corn
Too Loud to Think in the Strait of Hormuz
07/23/2019 | Author: Noam Raydan

While the United States and Iran continue to flex their muscles and thumb their noses at each other, it’s the United Kingdom that is getting pulled directly into the crisis. On July 4, ironically US independence day, the British Royal Marines detained VLCC Grace 1 in Gibraltar on suspicion it was carrying Iranian oil […]
Tags: china, geopolitical tension, geopolitics, India crude imports, Iran, Iran sanctions, Strait of Hormuz
The Geopolitical Energy and Risk Monitoring Report
06/24/2019 | Author: Dan Graeber

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: Belt and Road, china, Trade, Trump
China and US tariffs lead to South East Asia trade surge
| Author: James Caldwell

The impact of US and China tariffs has led to a shift in manufacturing from China to Southeast Asia – and as the trade war rages on, this movement is likely to become more pronounced. According to the US Census Bureau, US tariffs have been imposed on US$250 billion of Chinese goods by the end […]
Tags: china, Container, container shipping, containers, exports, imports, tariffs, Trade, U.S., US
China Crude Oil Week: Sour Strength
06/21/2019 | Author: Troy Vincent

A confluence of events has led to significant declines in sour crude supply globally so far this year. But lower supply is not the only factor that has propped up sour crude prices in recent months.
Tags: china, crude, sour
China Crude Oil Weekly: Saudi Strength
06/14/2019 | Author: Troy Vincent

Chinese crude oil imports in June so far are strong, typical for the start of a month. At a current pace of 10.3 million barrels per day, imports picked up by 2mn bpd from May’s average. We are expecting this import strength to slow in the second half of the month, just as we have […]
Tags: china, crude, imports, Saudi Arabia

ClipperData Analysts

Matt Smith

Matt Smith deciphers and distills what is most relevant across the energy complex into cohesive and pithy knowledge you can use. The belly laugh is a bonus.

Kaleem Asghar

Kaleem Asghar Kaleem is ClipperData’s Director of LNG analytics, and our main man when it comes to all things natural gas related..

Amir Richani

Amir Richani is a geopolitical analyst at ClipperData, with a voracious appetite for studying political, economic and social developments in Latin America.

Noam Raydan

Noam Raydan is an analyst at ClipperData, focusing on political and security developments that could disrupt oil flows in the MENA region. She is also a tanker sleuth, scouring the high seas for unusual activities.

Dan Graeber

Dan Graeber is Chief Editor at ClipperData. He specializes in exploring the intersection between geopolitical events and the price of oil.

Josh Lowell

Josh Lowell is an senior energy analyst at ClipperData. He specializes in marine fuels, and is known for talking about IMO2020 in his sleep.

Ken Smithmier

Ken Smithmier is our Director of Research for Agricultural Markets. Follow along as Ken gets granular about grains.

James Caldwell

James is our Container Shipping aficionado, and will enthuse about ports, logistics and supply chain dynamics any chance he is given.

Andrew Couper

Andrew, our resident Scotsman, joins our team providing color to reports ranging from global gasoline to the IMO sulfur cap.

Ron Coifman

Ron Coifman Ron is a petrochemicals markets editor at ClipperData. He has over four decades of experience in the petrochemical industry, with a particularly encyclopedic knowledge of Latin America markets.

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