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This morning's appearance on CNBC Squawk Box discussed the abundance of light crude amid a lack of heavy barrels ahead of IMO 2020. We also discussed signs of weaker oil demand from China and Germany, while Russia product exports ramp up. 

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Clipper Blog by Noam Raydan - 2d ago

Asia receives the lion's share of Iraqi crude exports, accounting for nearly 60 percent of exports last year. Europe has been the second leading destination, accounting for nearly 20 percent of barrels, while flows to North America dropped last year to 14 percent.

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Clipper Blog by Dan Graeber - 2d ago

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.

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Las sanciones impuestas por los Estados Unidos a Venezuela y PdVSA comienzan a surtir efecto. Las importaciones de productos refinados del país sudamericano se detuvieron por 11 días, mientras que las importaciones de crudo venezolano a los Estados Unidos se han reducido considerablemente.

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Clipper Blog by Josh Lowell - 6d ago

The IMO’s coming sulfur cap will shake up the global mix of marine fuels, pushing shipowners away from high sulfur fuel oil (HSFO) and towards IMO-compliant marine fuels like marine gasoil (MGO) and low sulfur fuel oil (LSFO).

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Recent forecasts for the Brazilian soybean crop have been falling, with the USDA currently projecting production at 117 million tonnes and CONAB at 115.3 million tonnes. Both of these estimates are down from last year’s record production of 120.80 million tonnes.

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Global LNG exports were approximately 34 million tons in January 2019, loaded onto 500 vessels, while 35 million tons arrived at import terminals on 521 vessels.

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I was on CNBC Squawk Box this morning discussing the current dynamics in the oil market and what the key takeaways are from the latest OPEC / IEA monthly oil reports (in combo with our flows data), as well as what could happen to prices over the rest of the year. 

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US sanctions on PdVSA and Venezuela are already having a significant impact. Imports of clean products into Venezuela were halted for 11 days from the end of January, while Venezuelan crude exports to the US have dropped considerably.  

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Clipper Blog by Dan Graeber - 1w ago

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

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