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.

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 »

10 Tidbits

Please find below ten tidbits I have squirreled away over the last week to illustrate how nuts Energyworld™ is. Enjoy! 1) US crude oil production in Q1 has just reached its highest level in 14 years, breaking above 6 million barrels a day. Why? Because of oil production ramping up at shale plays such as Bakken […]  More »

The Impact Of The Shale Gas Industry On Manufacturing And Employment

This post is cribbed from a presentation I gave last week at the Platts Shale Play Tubulars Conference in Pittsburgh, called ‘Smoke and Mirrors’. It focused on various aspects of the shale gas industry and how mottled, cloudy, and unclear the picture is (= smoke). In response to each smoke slide, I then attempted to […]  More »

Names, Refrains, And Hurricanes

Given I am completely immersed in economic nerdiness as I prep for next week’s Platts conference, the burrito side of my brain has staged a coup and steered me back toward the more lighthearted ( / stormy) side of Energyland™. So with the official start to Atlantic hurricane season beckoning tomorrow (June 1), let us take […]  More »

Commodity Capers Through The Caped Crusader

General financial markets, and (from a burrito state of mind) specifically Commodityland™, have been looking rather dark and scary this week, leading me to think of Gotham City. The gothic nature of markets has left me to consider, contrast, and compare the inhabitants of the home of the Caped Crusader with all things commodity-like. Batman […]  More »