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ClipperClip: Something for the Bulls and Bears
I had a great time on CNBC this morning with Brian Sullivan. We talked about all manner of aspects in the global petroleum market, including how the strong flow of crude to Asia is perhaps the most bullish element in the market, while strong US inventories continue to weigh on US prices amid lower refinery […]
Tags: geopolitical tension, IMO 2020, Iraq, US oil inventories -
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: Red RED: Severe (+/- 4%) ORANGE: High (+/- […]
Tags: aramco, geopolitical tension, geopolitics, GERM, houthi, 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, geopolitical tension, geopoliticOIL, geopolitics, Strait of Hormuz, Trump -
Too Loud to Think in the Strait of Hormuz
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, petchem, Strait of Hormuz -
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, geopolitical tension, Iran, oil, sanctions, tankers, 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: Beijing, energy, geopolitical tension, geopolitics, oil, oil prices, Persian Gulf, Recession, risk, war -
The Geopolitical Risk and Energy 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.
Tags: geopolitical tension, geopoliticOIL, geopolitics -
The Geopolitical Risk and Energy Monitoring Report
A true pilot is needed to guide any inherently volatile system.
Tags: geopolitical tension, geopolitics -
The Geopolitical Energy and Risk Monitoring Report
A perfect storm of talk of war and a tightening market drove crude oil prices higher last week.
Tags: geopolitical tension, geopolitics -
The Geopolitical Energy and Risk Monitoring report
Power maintains order and the use of force signals its breakdown.
Tags: Arab Gulf crude exports, geopolitical tension, geopolitics