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.

A Brief Summation of the Key Themes in Energy for 2011

Wowee, what a year it has been. Here’s a quick tour of some of the key themes and drivers of Energyland™ in the past twelve months: 2011 has been an amazing year in EnergyBurritoland™. Thank you so much for reading, and I hope you have the most utterly brilliant holiday period. All the best for 2012!  More »

The Convergence of Retail Gasoline and Natural Gas Prices

This post is based on a simple observation relating to the current nuttiness of natural gas and retail gasoline prices.  The two prices have converged to parity recently, but not for the reasons we may have previously considered. It seemed more likely that the two would meet due to wintry weather boosting natty, and increasing demand boosting gasoline, but neither of these [...]  More »

Eight Pertinent Factors in the Crude Complex

I was fortunate enough to take Energy Burrito on the road earlier this week to the AMM Conference in Miami. Given a 30-minute blank canvas, I decided to spread the Christmas spirit by unleashing the ultimate commodity Christmas gift, the Crude Oil 8-ball, on the unsuspecting audience. The premise of my presentation was to highlight eight pertinent factors [...]  More »

The Ultimate Commodity Christmas Gift: The Crude Oil 8-Ball

This is a product we sold a couple of years ago on Energy Burrito, and due to resurgent demand it is available for purchase again this Yuletide. I’m sure you will agree, it is the ultimate commodity Christmas gift. If you are looking for a reason as to why crude prices are rallying, look no further than The Crude Oil 8-ball:  More »

Crude, Coal, Carbon, and Natural Gas Fundamentals which are Surpassing Expectations

There are a number of different aspects in Commodityworld™ which are far outpacing expectations, and changing market dynamics because of it. Here are ten of them: 1) North Dakota oil production. It is seemingly on an exponential charge higher due to the discovery of the Bakken oil shale play. Not only has North Dakota oil production quadrupled since 2005, but it is set to [...]  More »

Current Factors Affecting Longer-Term Pricing For Natural Gas and Crude Oil

Given the focus placed on prompt month commodity price movements, it’s easy to ignore the bigger picture and forget….this isn’t everything they are. So here are six pertinent factors which are impacting the bigger picture: the longer-term outlook for our dearly beloved commodities. 1) CRUDE OIL - The latest zinger of a market-mover for crude oil, and specifically [...]  More »

Horse Racing Canters Back to Energy

Tomorrow (11/11/11), the Summit Energy contingent in Louisville are heading to the hallowed turf of Churchill Downs to celebrate (…good times, come on!) and to witness the seventh race, which will be none other than…The Summit Energy Classic.    As we know, all roads lead back to energy. So as I delved into the schedule for this Friday’s race meet, some themes [...]  More »

Revertigo

In the TV show ‘How I Met Your Mother’, there is an episode which deals with the condition ‘Revertigo’. This occurs when you are reminded of something from the past, and it triggers you to act like you did at that time.  As humorous as it sounds, it is no laughing matter. And it exists as much in commodityland™ as it does in TV shows. So here [...]  More »

Six Degrees of Separation From My Cousin Paul to The Underwear Indicator

My cousin Paul told me a very funny story. He was walking along a street in East London when a car blaring out dance music pulled alongside him. Expecting some obnoxious teenager to open the car door, he was surprised when an 80 year-old man emerged. ‘Please can you help me, sonny?’ the man pleaded, music [...]  More »

The Top Ten Energy-related Halloween Costumes for 2011

Yep, it’s that time of the year when we plan what to wear on this most ghoulish of holidays. So here are some tips – straight from Base Camp Burrito - with the top ten energy-related Halloween costumes for 2011:  1) Energy Vampire. Become your favorite energy-sapping appliance. Fangtastic.   2) Pick a solar-related theme. Be it just a sunny day costume, [...]  More »

It’s Sky-way or the Highway! (The Aviation or Automobile Quiz)

In the last week I have been doing some digging into the topic of flight. But rather than just throw out some random facts, I figured I’d make you do the work. So here are ten questions from which you simply need to decide what form of transport it relates to: aviation or automobile. There is even a bonus [...]  More »

Energy! You Goonie!

Oh my gosh, I hope this picture brings you as much amusement as it does me. With the return of piracy into the mainstream media in the last week, I have been reminiscing about the most fantastic of movies - The Goonies – and how it is inevitably tied back to energy. So here’s some truffle-shuffle-tastic insights to take us from crude to natty to Mikey [...]  More »