Tag: Trade

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American Port Deliveries Move North
08/29/2019 | Author: James Caldwell

West Coast Canadian ports are winning market share of US cargo to and from Asia – driven by congestion and longer dwell times in southern Californian ports, as well as the competitive costs of Canadian terminals and their intermodal operators. Growth at Vancouver and Prince Rupert ports within US imports and exports from Asia is […]
Tags: Asia, cargo, North America, port, railroads, teu, Trade
The Geopolitical Energy and Risk Monitoring Report
08/26/2019 | Author: Dan Graeber

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 […]
Tags: china, Trade, trade war, Trump
The Geopolitical Energy and Risk Monitoring Report
08/12/2019 | Author: Dan Graeber

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 (+/- […]
Tags: Brent, China economy, Trade, trade war, Trump
The Geopolitical Energy and Risk Monitoring Report
08/05/2019 | Author: Dan Graeber

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 (+/- […]
Tags: Brent, china, Russia, Trade, treaty, trumjp
US-China Trade War Leads to Rise in Illegal Trade
07/25/2019 | Author: James Caldwell

The surge in Vietnamese exports to the United States as shippers seek to escape the effects of the US-China trade war appears to include illegal rerouting of goods by some Chinese exporters. This cottage industry came to light in June when Vietnam accused Chinese firms of deploying illegal ‘Made in Vietnam’ labels to sidestep US […]
Tags: china, Container, taiwan, Trade, trade war, Trump
The Geopolitical Energy and Risk Monitoring Report
06/24/2019 | Author: Dan Graeber

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 (+/- […]
Tags: Belt and Road, china, Trade, Trump
China and US tariffs lead to South East Asia trade surge
| Author: James Caldwell

The impact of US and China tariffs has led to a shift in manufacturing from China to Southeast Asia – and as the trade war rages on, this movement is likely to become more pronounced. According to the US Census Bureau, US tariffs have been imposed on US$250 billion of Chinese goods by the end […]
Tags: china, Container, container shipping, containers, exports, imports, tariffs, Trade, U.S., US
LNG Daily: Market Analysis
06/18/2019 | Author: Kaleem Asghar

Enthusiasm over the possibility of a rate cut from the US Federal Reserve and trade optimism helped drive a major rally in crude oil prices. Oil prices closed at $62.30/bbl for Brent and $54.19/bbl for WTI.
Tags: Brent, LNG, Markets, Trade
Container forecasting
06/28/2018 | Author: James Caldwell

Container flows are strongly linked to economic development. The more money people have, the more goods they are able to buy. Trade is at the core of the modern global economy and the is the fuel for globalisation. Predicting future container volumes over various time frames brings benefits to stakeholders across the industry. Stakeholders we […]
Tags: container shipping, containers, forecast, Trade

ClipperData Analysts

Matt Smith

Matt Smith deciphers and distills what is most relevant across the energy complex into cohesive and pithy knowledge you can use. The belly laugh is a bonus.

Kaleem Asghar

Kaleem Asghar Kaleem is ClipperData’s Director of LNG analytics, and our main man when it comes to all things natural gas related..

Amir Richani

Amir Richani is a geopolitical analyst at ClipperData, with a voracious appetite for studying political, economic and social developments in Latin America.

Noam Raydan

Noam Raydan is an analyst at ClipperData, focusing on political and security developments that could disrupt oil flows in the MENA region. She is also a tanker sleuth, scouring the high seas for unusual activities.

Dan Graeber

Dan Graeber is Chief Editor at ClipperData. He specializes in exploring the intersection between geopolitical events and the price of oil.

Josh Lowell

Josh Lowell is an senior energy analyst at ClipperData. He specializes in marine fuels, and is known for talking about IMO2020 in his sleep.

Ken Smithmier

Ken Smithmier is our Director of Research for Agricultural Markets. Follow along as Ken gets granular about grains.

James Caldwell

James is our Container Shipping aficionado, and will enthuse about ports, logistics and supply chain dynamics any chance he is given.

Andrew Couper

Andrew, our resident Scotsman, joins our team providing color to reports ranging from global gasoline to the IMO sulfur cap.

Ron Coifman

Ron Coifman Ron is a petrochemicals markets editor at ClipperData. He has over four decades of experience in the petrochemical industry, with a particularly encyclopedic knowledge of Latin America markets.

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