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.

Interview With Nick Grealy, The Shale Gas Guru

Nick Grealy is one of the leading advocates of shale gas in Europe. As well as being the publisher of the site No Hot Air, Nick consults on the impact of shale gas, and has appeared in front of UK Parliamentary Committees and on such shows as BBC’s Newsnight to discuss the topic. Nick is very passionate, [...]  More »

Commentary: Joining the dots between record low mortgage rates and the recent sell-off in oil

Commodities — specifically oil, which has taken part in the risk-on trade for much of the recovery of the last few years — is diverging from the equity market.  More »

Key Takeaways From This Week’s Reports From The IEA, IMF, and EIA

There has been an acronymtastic set of reports this week from the IEA, IMF, and EIA. So from these nine letters come six charts out of three reports. Alphabetti spaghetti indeed.  First up is the IMF’s World Economic Outlook, which highlights a couple of key trends through some simple graphics. This first one is economic growth [...]  More »

Ten Deteriorating Data Points

This is usually the time of year where I am preoccupied by fears of relegation for my beloved soccer team, West Ham. However, with seven games to go, they appear to be almost certainly safe from ‘the drop’. Which is refreshing. It is therefore ironic that I see nothing but relegation and demotion in the [...]  More »

Alfred Hitchcock Presents………Energy

Some would say that energyland™ is incomparable to the genius that is film director and producer Alfred Hitchcock, but I say poppycock! For energyland™ contains as many twists and turns on a daily basis as a Hitchcock thriller. So without any more suspense, let us join the dots betwixt the two. Psycho – UK natural [...]  More »

Rise of the Guardians…From the Easter Bunny to Energy

So I wanted to write an Easter-related post and my mind immediately jumped hopped straight to ‘Rise of the Guardians‘  - my most recent encounter of the Easter Bunny (via my kiddos). So from Santa to Sandman and beyond, here is the rise of the guardians…. in energyland™.  First up, it is difficult to consider a more [...]  More »

Energy Stories Derived From Songs By Cake

Listening to my iPod on shuffle this weekend, I rediscovered my appetite for the band, Cake. Upon further delving into their back catalogue I discovered a theme. So through their playlist here is how it is possible to get energy…from Cake.      The Distance Sooo, there is a whole bunch of Cake songs which [...]  More »

Highlighting Global Trends In Carbon Emissions

It is rather easy to get swept up in the ‘holier than thou’ mindset when it comes to lower carbon emissions in the US. Granted, the US is making progress on this front: 2012 levels were about 13% below those seen in 2005. But it would be remiss to ignore the impact of the crippling recession [...]  More »

Ernest And Gina Go To Washington

In a world of acronyms, President Obama announced this week (FYI, ICYMI) his nominees to head up the DOE and EPA. Pending confirmation by the Senate, Ernest and Gina will be going to Washington*. Ernest Moniz is nominated to lead the Department of Energy (DOE), and Gina McCarthy to lead the Environmental Protection Agency (EPA). I was drawn to [...]  More »

Could The Biggest Success For NGVs Be At Sea?

As natural gas becomes ever more prevalent as a global fuel, there are increasingly more inventive ways of both consuming and transporting it (see above). While here in the US there is ever greater focus on CNG and LNG-powered vehicles, there is potentially another form of transport that could steal the crown as the King of NGVs…shipping. [...]  More »

Market Manipulation For Natural Gas, Record Prices For Gasoline

Regardless of whether a market is moving up or down, there is always someone making money somewhere. There are various examples every day – be it a billionaire selling a stock short (i.e., Herbalife) or a company selling a meal short on ingredients (i.e., horsemeat economics). Some methods are legitimate, and some are not. But one thing [...]  More »

China Set For Twists And Turns In The Year Of The Snake

So the Lunar New Year this week in China has given a welcome pause for thought after a rather frenetic period of seemingly stronger data coming through from leading emerging market. So in an effort to assess whether the recent turnaround is a seasonal swing, a false dawn, or a true trend, here’s a random [...]  More »
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