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
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
India’s crude imports so far in October are above 5 million barrels per day – their highest monthly pace so far this year and up over 30 percent versus last month. The increase is driven by oil flows from Arab
A particular grade of heavy-sweet crude oil produced by Brazil is in high demand thanks to the International Maritime Organization’s upcoming sulfur cap. The new regulation goes into effect on January 1 and will limit the permissible sulfur content of
Global container line Hapag-Lloyd will comply with the upcoming 0.5%S cap through a combination of compliant fuels, employing scrubbers and by using liquefied natural gas. The container line’s primary method of compliance with the International Maritime Organization’s sulfur cap will
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