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.

Commentary: How natural gas is changing China’s energy landscape

China is in a pickle. It is a pickle it is well aware of – and trying to fix – but a pickle nonetheless, as it tries to wean itself off coal and ramp up its natural gas consumption. So here are some of the trials and tribulations faced by the world’s largest energy consumer […]  More »

Commentary: Hitting the gas…and the brakes

There is an interesting set of twists and turns at play between US unemployment data, vehicle sales, and gasoline demand.  More »

Ten Lumps of Coal Info

While I’ve been digging into a bunch of different commodities recently, there have been a number of interesting bits and bobs relating to coal that I’ve been squirreling away. Hence, here are ten tidbits that I wanted to share: 1) Coal is currently used to meet 30% of global primary energy needs, which is the highest level since […]  More »

Some Preposterous Data Points across the Energy Landscape

If this tortoise could talk, I’m pretty sure he would say ‘preposterous’ in response to what you are about to read. For the wild and wacky world of energy has revealed some preposterous notions in the last week or so. Here are but a few of them.  –First up we are talking trash, for only 1% […]  More »

Commentary: A talk with Russell Gold, author of ‘The Boom’

Russell Gold is absolutely marvelous. Not only has he spent over a decade as an intrepid energy reporter at the Wall Street Journal, but he has written a book, ‘The Boom‘, which is the quintessential history of the US fracking revolution. The book provides a fair and balanced view on how hydraulic fracturing has kick-started […]  More »

More Nuggets on the US Energy Boom

I didn’t intentionally seek out these nuggets on  the US energy boom – especially so quickly after my recent involvement with Miley and Mr Bieber - but they were just conveniently there. Fast food if you like. As crude oil production hits a new 28-year high and natural gas continues to achieve higher and higher record levels of […]  More »

Mixed Signals on Clean Energy Progress

The IEA tends to publish some great research pieces, drawing attention to current trends or highlighting the potential for emerging ones. Their recently published ‘Tracking Clean Energy Progress Report‘ is no exception. Here are ten info nuggets I have pilfered from it. These numbers are kinda nutty… 1) There are already more than 14 billion network-enabled devices […]  More »

Talkin’ ‘Bout Mo’ Generation

Just as I tweet my favorite articles so that I have a filing place for them (Twitter is awesome for so many reasons, don’t get me started…), I use my desktop to store all my favorite graphics. And it is way too cluttered. So in my quest to make it more minimal and zen, here […]  More »

Novel Ideas for Energy Sources

The quest to diversify from fossil fuels has perhaps been no more successfully implemented than in Germany, where on the 14th morning of last month, it achieved a record 74% of its power generation from renewables, and specifically solar and wind energy. Admittedly this took an exceptionally sunny and windy day, but the achievement still stands. The […]  More »

Miley, Bieber, and Changing Global Oil Dynamics

Let’s go a little controversial here. The US oil boom is such a headline-grabbing topic at the moment that I cannot help but draw comparisons betwixt it and its pop culture equivalent, Miley Cyrus. And while on that tangent, the oil cartel OPEC reminds me of…Justin Bieber: just as US oil production is surging in […]  More »

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 »
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