Tag: saudi arabia crude exports

ClipperClip: Follow the flows

Today’s appearance on CNBC Squawk Box addressed the current quandary faced by Saudi Arabia, as well as how the bearish sentiment in the market is reflected in weak fundamentals via rising oil in transit and higher floating storage.

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ClipperClips: Oil’s OPEC Overreaction

Yesterday’s appearances on NPR’s Texas Standard and CNBC Asia addressed the multi-year highs being made by Brent crude in the aftermath of the OPEC meeting. On CNBC Asia we discussed the geopolitical impact, whereas on NPR we honed in the impact on the US, and Texas.

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ClipperClip: World Cup Analogies

Today’s appearance on the set of CNBC Squawk Box highlighted how OPEC is like a soccer team, with some members on the defensive, while others are on the attack. We also discussed how the US is set to continue breaking records – via higher exports, higher production and higher refinery runs.

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ClipperClips: OPEC & M’OPEC

This morning’s appearance on CNBC Squawk Box addressed OPEC’s impending meeting on Friday, and the likelihood of Saudi Arabia and Russia dialing back on OPEC / NOPEC production cuts. This was also the topic of my latest feature on Texas Standard recorded yesterday morning.

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