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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 RED: Severe (+/- 4%) ORANGE: High (+/- […]
Tags: Barry, crude, EIA, IEA, Iran, Jeremey Hunt, nuclear deal, OPEC, Persian Gulf, 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: Yellow RED: Severe (+/- 4%) ORANGE: High (+/- […]
Tags: Brent, geopolitics, OPEC, putin, Russia oil production, shale, Trump, WTI -
LNG Daily: Market Analysis
A big drain on US crude oil inventories and building anticipation ahead of the July conference for OPEC+ partners pushed crude oil prices sharply higher on Wednesday. Oil prices closed at $66.28/bbl for Brent and $59.25/bbl for WTI.
Tags: crude, LNG, oil, OPEC -
ClipperClip: All Eyes on Iran
Back in the saddle after the recent bout of semi-annual ClipperView presentations in the US and Europe, I did my bi-weekly segment on NPR’s Texas Standard yesterday morning, before appearing on CNBC Asia last night. Both hits (not surprisingly) were to discuss Iran, which is front and center at the moment. Hark, click here for […]
Tags: CNBC, Iran, OPEC -
US Crude Balance Report: Continuing to Lighten Up
Following an extension of the OPEC output cuts and sanctions against Iran and Venezuela, it was widely speculated that these events would cause tremendous problems for US refiners and would finally lead to the large decline in US crude stocks that OPEC nations and oil bulls had been hoping for.
Tags: crude, OPEC, refining, US -
LNG Daily: Market Analysis
Concerns about the health of the global economy and indecision among OPEC members helped pushed crude oil prices lower on Monday. Oil prices closed at $61.03/bbl for Brent and $51.94/bbl for WTI.
Tags: Economy, LNG, OPEC -
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 (+/- 2%) YELLOW: Elevated […]
Tags: Economy, geopoliticOIL, geopolitics, OPEC, Russia, Trump -
ClipperClip: Heavy Heavy
This morning’s appearance on CNBC Squawk Box discussed the abundance of light crude amid a lack of heavy barrels ahead of IMO 2020. We also discussed signs of weaker oil demand from China and Germany, while Russia is ramping up product exports.
Tags: China product exports, IMO 2020, Iran sanctions, light sweet crude, OPEC, US heavy crude imports, US shale, Venezuela sanctions -
Largest oilfield reflects instability in Libya
El Sharara, Libya’s largest oilfield, has been under force majeure since December 2018. The uncertainty surrounding oil flows from the field is indicative of the instability and chaos that engulfs the entire country.
Tags: Libya, Libya crude exports, libya oil production, OPEC -
ClipperClip: Looking ahead and Reversing
Today’s appearance on BNN Bloomberg addressed the key themes of 2019, including OPEC production cuts, US Shale, weakness in the Chinese economy, as well as the sound that electric vehicles make when they reverse.
Tags: electric vehicles, OPEC, US shale