Trading Places
Today’s blog looks at how crude and LPG flows into certain countries are trading places – with examples of Iranian, US and Libyan flows into countries such as China and South Korea.
Tag: OPEC oil exports
I Drink Your Milkshake!
Today’s blog digs into changing flows of OPEC crude as Iranian oil exports are dialed back. While oil flows are holding up to some regions, such as Southern Europe, exports are dropping precipitously to others, such as India and Asia in general.
Saudi’s pre-OPEC meeting ramp up
Today’s blog digs into Saudi energy flows ahead of the OPEC meeting, highlighting how it appears to be ramping up production. We also take a look at how flows have been cut to the U.S., and how middle distillate exports from the Middle East have helped boost revenues amid the OPEC oil output cut.
ClipperClip: Levels of Significance
This morning’s appearance briefly covered the petroleum complex reaching some levels of significance, as Brent tests $80/bbl and retail gasoline prices swing for $3/gallon. For us to move higher from here on the crude price, it seems that it is going to be due to the supply side of the equation.
Back to the Future
Today’s blog takes a look at how Saudi crude exports to the US have dropped precipitously, while Iraqi imports have been gradually rising.
OPEC giving up US market share
Today’s blog looks at falling OPEC exports to the US, rising flows from Colombia and Brazil, as well as Atlantic Coast gasoline imports from Northwest Europe.
Reality bites
Today’s blog looks at the progress – or lack thereof – of the OPEC production cut deal through its first six months, illustrating how crude remains plentiful.
The complexity of OPEC compliance
Today’s blog looks considers the mottled landscape of OPEC’s production cut compliance from an export perspective, and how their goal is still a ways away.
OPEC and donuts
Today’s blog post takes a look at OPEC oil exports into Asia, as well as Nigerian crude export grades, Exxon’s capex, LNG liquefaction and Texas wind power.
As good as it gets
Today’s blog post takes a look at OPEC’s monthly oil report, as well as exports of Russian Urals, Basrah light, Basrah heavy, and urea production.
ClipperData
ClipperData provides comprehensive data sets, analysis and commentary on global crude, petrochemicals, grains, specialty, dry bulk and refined product movements.
