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: actions speak louder than words on oil prices

FuelFix.com Voices blogger Matt Smith takes a look a prices. His starting premise: “With soooooooo much talk swirling about the current oil price drop, I feel compelled to focus less on the rhetoric and more on the data. So the vibe of this post lands somewhere inbetwixt Elvis Presley’s ‘a little less conversation, a little more action’ and one of my bosses favorite phrases: ‘In God we trust, all others must bring data’.”  More »

Festive Freebies!

‘Tis the season to be jolly, and here on the burrito there are a number of festive freebies being given away to celebrate…. First up, Energy Burrito has just turned five years old (my baby is all grown up…). To celebrate there are five ‘I love burritos’ t-shirts to be won, along with five $10 […]  More »

Commentary: The shakeout in US shale

My favorite quote by H.L. Mencken is ‘a cynic is a man who, when he smells flowers, looks around for a coffin‘. A bit morose, I know, but this appeals to the contrarian in me. My second favorite is überly-applicable to US shale oil break-evens: ‘For every complex problem there is an answer that is […]  More »

Energy Trends in Africa

While I have written posts on Nigeria and regularly referenced Libya in the last half decade on the burrito, I know very little about most of Africa when it comes to energy. So it was interesting to sift through this comprehensive report from the IEA to get a better understanding of some of the broader energy trends underway. Henceforth are my […]  More »

How Currency Weakness Plays into Commodities

One of my favorite songs of this year is ‘I Forget Where We Were‘ by Ben Howard. The song’s title has been resonating with me recently as I get a wee bit reflective as we approach the twilight of an eventful year. So much has happened across currency markets, it is easy to forget where […]  More »

Commentary: Solar to be leading source of electricity by 2050?

Schneider Electric’s CMO, Chris Hummel, pondered whether the IEA’s claim that solar energy could be the leading source of electricity by 2050 was achievable. Matt Smith’s initial reaction was hum-dee-dum…not a chance! Then he thought about it and grabbed his research shovel and started digging.  More »

The More Things Change, The More They Stay The Same

The above phrase is from the translation of  ’plus ça change, plus c’est la même chose‘ by the French novelist Jean-Baptiste Alphonse Karr. Regardless, not only is it great, but also highly applicable to a veritable selection of shenanigans going on across energyland™.  First up – or actually first and second up, are two examples […]  More »

Cartographic Capers

              This visual voyage through some cartographic capers plots a course across US energy consumption, global emissions, and the second largest continent on earth. So grab your coat, and let’s start charting… First up we are mapping US energy consumption, and specifically, what is wasted. An awesome burrito reader pondered […]  More »

It’s Good to be Bad

Not meaning to be villainous – like my British counterparts in the Jaguar commercial - but it would seem that sometimes ‘it’s good to be bad‘. And here are some immediate examples across commodityland™. The first topic we are going to look at in dastardly detail is retail gasoline prices. Prices generally peak in the first half […]  More »

Commentary: Mixing energy and pop: If Katy Perry and I were to do a duet…

…I would have no squabble in doing one of her hits,  but we would have to work in some commodity themes into the lyrics. So here are some ideas I am working on pitching her. Roar - We could definitely belt this one out. Not only does roaring louder, louder than a lion sound like fun, […]  More »

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 »
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