Tag: Libya crude exports

The GERM Report

Here is the latest GERM Report. Last week, we looked at the political landscape of the 1970s that spawned U.S. political leaders like the last John McCain. With parallels to Watergate in the headlines, we again try to take a lessons-learned approach to geopolitical strategy by revisiting the remarks of former Secretary of State Henry Kissinger. With U.S. planners sharpening their focus on domestic issues, the secondary supports for world markets – emerging economies – are starting to fail. With the OECD seeing signs of a slowdown, we take a look this week at some of the underlying causes.

Read More »

ClipperClip: Mopping Up

Today’s appearance on the set of CNBC’s Squawk Box did a whirlwind tour of what is on our minds in the global crude complex, including Saudi and Libyan exports.

Read More »