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The Geopolitical Energy and Risk Monitoring Report
Welcome to Dan Graeber’s weekly commentary on the intersection between geopolitical events and the price of oil. The indicator is based on the expected price volatility by the end of the current trading week. Risk level: Yellow RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER […]
Tags: Brent, Iran, Iraq, Middle East, risk, Saudi, shale, Trump -
Argentina and IMO 2020 – Reviving the Dead Cow
The former chief of cabinet during the Kirchner era, Argentine President Alberto Fernandez, rose to power on a wave of public frustration over a chronically weak economy. Sworn in on Tuesday, the new president may be pegging his future to the performance of the nation’s energy sector. The introduction of stricter limits to sulfur in […]
Tags: Argentina, exports, IMO2020, LSFO, oil, shale, sulfur -
UAE Changes Up Its Light Sweet Suppliers
Following on from last week’s blog on Algerian crude exports and US shale, we follow the dots to look at the changing flows from these two sources into the United Arab Emirates. The ongoing political and economic boycott of Qatar from the likes of Saudi Arabia and US sanctions on Iran’s oil industry encouraged the […]
Tags: Algeria, condensate, Iran, Qatar condensate exports, shale, UAE oil imports, US -
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