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
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.