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Khalifa Port – Behind Its Container Volumes Surge
Khalifa Port has seen its volumes jump on the back of concession agreements with COSCO Shipping Ports and Mediterranean Shipping Company. This growth will continue and undoubtedly grow stronger when COSCO’s and MSC’s terminals open properly for business at the port. Growth in China’s Belt and Road strategy, along with Khalifa owner Abu Dhabi Ports’ […]
Tags: china, containers, COSCO, Khalifa, MSC, Shipping, teu -
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, GDP, GERM, IEA, pompeo, Trade, Trump -
Asia, Europe Feel Benefit of Strong Libyan Crude Flows
Libya’s crude exports have remained strong over the past three months even though fighting between rival authorities makes for a fragile security situation in the OPEC producer. Total Libyan oil exports hit a three-month high in October, topping 1 million barrels per day as Asian buyers took advantage of relatively cheaper Brent-based pricing. The attacks […]
Tags: china, El Sharara, Es sider, Italy, Libya, Libya crude exports, Transalpine pipeline -
Exit From OPEC Boosts Qatari Oil Exports
Qatar’s oil and condensate exports are at a three-year high, having climbed consistently in 2019 after its December decision to leave OPEC. Doha’s decision to quit the oil cartel at the start of 2019 has meant that its oil production is no longer constrained by the OPEC+ production cut deal, and subsequently its crude and […]
Tags: china, East Asia, Iran, Iran oil exports, OPEC, Qatar, Qatar condensate exports, South Korea, taiwan -
Asia-to-ECSA Trade Booms as China Seeks Protection From US Trade War
The Asia to East Coast South America (ECSA) trade is surging – and a major factor is a greater focus by China on boosting its business with this continent. Drivers for this include moves by China to bolster its Belt and Road Initiative (BRI) in ECSA, an upsurge in its demand for Brazilian agricultural products […]
Tags: brazil, china, freight, Trade -
LNG Market Analysis for September
Global exports of liquefied natural gas in September totaled approximately 29.6 million tons on board 480 vessels, considerably higher than September 2018’s pace of 27.6 million tons. Approximately 28.6 million tons arrived on 473 vessels at import terminals in September, compared to 30.7 million tons in September 2018. China did not receive any US LNG […]
Tags: china, global lng market, LNG, russia lng exports, U.S. LNG exports -
The Geopolitical Energy and Risk Monitoring Report
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
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
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