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.

Delta Air Lines Is Bakken Business

For this latest meandering down the path of energy we are going to take a look at a couple of interesting tales intertwined, with the first anecdote beginning with the incongruous line ‘an airline walks into a refinery’. This is because airlines and railroads are contributing to the domestic energy boom in a fascinating fashion, […]  More »

The Tipping Point…For Gas, Housing, and Emissions

Malcolm Gladwell is a total dude. He is the author of the fine book ‘Blink’ (about how choices aren’t as simple as they seem) and the splendid ‘Outliers’ (about the quirks which have made certain people successful). He also reminds me of Krusty the Clown. He too is the author of ‘The Tipping Point’, which is about how […]  More »

Back To The Future: QE And Oil

So folks, we are not only at another critical juncture in the economy, but at a point we have been at before. For yesterday the Federal Reserve signaled we will be going back to the future…through another round of economic stimulus (QE3). So let us place ourselves in the shoes of Marty McFly and consider: […]  More »

Terms and Conditions

Some weeks I have a certain topic to bang the drum about, while other weeks I am juggling a random bunch of things. Yep, this is one of those weeks. In recent days I have been pecked at by certain terms, be it terminology, terms of constraint, or terms of office. At the same time, […]  More »

Immediate Weakness Belies The Long-Term Strength Of China

As you may know, the name Summit Energy will officially be no more in the coming months as we move under the banner of Schneider Electric. One of the more immediate opportunities this relationship has presented us with is the chance to participate in the company-wide employee broadcasts. So it was with interest that I listened […]  More »

Iranian Shortcomings, From Music Scenes To Sanctions

The reason I am writing about two seemingly unrelated topics is because both starkly highlight the current shortcomings and challenges faced in the country that is Iran. I randomly picked up a book called  Heavy Metal Islam a few months ago by Mark LeVine, which (as the subtitle succinctly explained) is about rock, resistance, and […]  More »

Column: China and its North American energy ambitions

There has been an almost surgical focus by China on foreign acquisitions in the energy space, taken one giant step further by the acquisition of NEXEN by CNOOC (nope, that’s not code, I promise).  More »

Some Scorching Summer Energy Stats

As we fast approach the peak of summertime, there are a number of energy-related stories that are more glaring than the noonday sun. Here are ten such tales highlighting some of the scorching stats currently causing sparks in Energyland™. 1) A number of power outages in India in the last week have left 670 million people […]  More »

10 Potential Perpetrators For Weak Gasoline Demand

So I know I ranted about the conundrum of strong gasoline prices versus weak demand earlier in the year (in From Target to Twitter to Tanks and 2 Bugbears, 5 Reasons, 1 Reality), but I felt it worth revisiting this proposition because although gas prices have fallen, demand still remains weak. So here are ten reasons to […]  More »

Key Points From The Economist’s Special Feature On Natural Gas

Last week’s print edition of The Economist had a special feature which ran the gamut across the world of natural gas. Seven articles covered wide-ranging topics, from LNG to fracking to the various regional natural gas markets. While I highly recommend taking a look at these articles, I appreciate it takes a while to get through them […]  More »

Bakke(n) To Basics – 10 Statistics About The Largest US Oil Shale Play

We are well aware of the natural gas shale revolution, as domestic production remains strong while prices have remained mired in the land of 2-buckdom. However, the next revolution is underway, set to blow the doors off production expectations in a similar fashion. This be…the US oil shale revolution. So through the poster-boy of  this […]  More »

To Be Or Not To Be: Global Energy And Cellulosic Ethanol (And Unicorns)

Well, no it isn’t (the question, that is). It is more of a statement or affirmation, as this post takes a look at two charts from two recent releases, BP’s Statistical Review of World Energy and the EIA’s Annual Energy Outlook , to show two contrasting themes. One chart illustrates key consumption levels, and the other illustrates […]  More »