Matt Smith

Matt Smith

Matt Smith spent his twenties working in investment management in London, before swapping his bowler hat for a banjo and moving to Louisville, KY, and Schneider Electric. When he is not reading, writing (or dreaming) about financial markets, he can be found enthusing about music, red wine, spicy food, or his family. And lamenting his soccer team, West Ham.

Peaks and Troughs Across the Energy Landscape

As we charge through April and head first into the joys of spring, we are filled with reminders of rebirth, rejuvenation, renewal, and regrowth. Well, we are supposed to be…but instead I just see examples of peaks and troughs. Hark, here are four such specimens. First up, peak gasoline prices. It is a seasonal thing for […]  More »

Energy Extremities This Winter

Even though flipping a coin has better forecasting skills than the dastardly groundhog, Punxsutawney Phil has unfortunately been on the money for this winter.  Despite April on deck next week there is still snow on the ground (in more places than there should be), while our dearly beloved energy commodities have seen rampant demand, receding inventories, […]  More »

A Turbulent Winter For Jet Fuel

2014 thus far has been more turbulent than usual for the US crude complex, as wickedly wintry weather has shaken up both supply and demand for the products like a snow globe (probably a bad turn of phrase). Just as gasoline demand has hit the brakes and heating oil demand has been simmering, the jet […]  More »

Methane Hydrate: The Energy Source of the Future. (Maybe).

Some areas of the world are getting desperate to find new sources of energy. In recent days I’ve read about such wacky ideas, from creating fuel from old plastic bags to converting beer waste into electricity. All the while, there are global energy sources going unharnessed, leading to cows literally blowing the doors off barns. There is one source, however, […]  More »

What The Energy Industry Can Learn From Lady Gaga

              I present this post in all seriousness (with my poker face, if you will) – for the energy industry has a lot in common with – and some lessons to learn from – Lady Gaga. Forthwith we look at how Lady Gaga uses certain traits to her advantage…and […]  More »

Some Key Takeaways from BP’s Latest Outlook to 2035

Here are the key observations and takeaways from BP’s recently released 20-year forecast on global energy.  More »

Ten Reasons Why Coal Is Here to Stay

Despite the anthracitical fuel being the red-headed stepchild of the energy complex, talk of coal’s demise would appear misplaced. Coal has historically been, and is currently, the leading fuel in the US power generation mix.  More »

10 Things to Consider About the Marcellus Shale

If the Marcellus Shale were a country, it would rank 8th in the world in terms of natural gas production, producing more than Saudi Arabia.  More »

Water, Water Everywhere, Nor Any Drop to Frack…

The line above is (mostly) taken from the poem by Samuel Taylor Coleridge, ‘The Rime of the Ancient Mariner‘. It seemed relevant when addressing the issue of water usage in hydraulic fracturing, as the poem provokes a similar range of emotions – from horror to incredulity to fascination. I haven’t set out to validate or vilify […]  More »

From RINs to Supply to Demand to Seasonality…Why Gasoline is Heading Lower

Let’s end at the beginning: retail gasoline prices are going to continue to head lower, and this post simply presents the case as to why, through some simple visuals.  But before we do that, here are some reasons as to why that downside could be more limited than it otherwise should be: –Stubbornly high input […]  More »

Commentary: From China to California, signs of a lower carbon future

Although it is easy to get caught up in the vastness of the volume of fossil fuels we continue to consume, we are increasingly being presented with positives as we move – albeit slowly – along a path toward a lower carbon-emitting future. So here are a few hat-tips towards said precedents of progress from […]  More »

Commentary: How the US is benefiting from the oil and gas revolution

I am a (nerd) huge fan of in-depth research reports, for I relish the challenge of sifting through them to find the simple takeaways that make sense to me (while gracefully admitting defeat to the more complex bits). And the recent release by IHS of ‘America’s New Energy Future: The Unconventional Oil and Gas Revolution […]  More »
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