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.

China’s Unquenchable Thirst For Water

As regular burrito readers will know, China is a hugely huge producer and consumer of commodities. Not only is it the largest global producer of key crops and meat, it has the largest appetite for goods that cover the gamut from rice to rubber, from cotton to copper. But one of its largest addictions has […]  More »

Some Recent Records In Energyland™

This latest post is an accumulation of recent observations which have a collective theme; that of breaking records. I have been stockpiling these info-bites like Halloween candy all week, ready for your consumption – enjoy!   US COAL EXPORTS This first point is yet to be achieved, but is mucho, mucho likely. For the EIA pointed […]  More »

Some Thoughts On The University of Texas Energy Poll

This latest collection of random observations has been sponsored by the University of Texas, and their energy poll which was released last week. The results of 2,100 respondents have been weighted to reflect the demographics of the US. Now I’m not even going to touch the political Q&As with a barge pole, (although you can see them all here), […]  More »

Highlights From The Inside Commodities Conference

I have more reasons than usual to be cheerful this week.  Not only is Energy Burrito celebrating the milestone of reaching 300 posts, but I have also had the glorious experience of attending and speaking at the Inside Commodities conference in Chicago. To complete the treble, I have got to meet one of my heroes, Dennis Gartman. […]  More »

From Oompa Loompas To Oil

I have to confess, I am plagued by an affliction. The more I try and focus on the high-brow stuff, the more I am preoccupied by thoughts of the inane. Hence as I try and get my head around supply and demand in the oil market, my mind drifts off to ‘Willy Wonka and the […]  More »

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 »