0 Sep 12 2014 @ 7:42am by Matt Smith in Crude Oil, Global Energy

File Under: London Buses…

I broke out my London bus tie for this morning’s appearance on Squawk Box, as bearish influences in the crude market have been like them – you wait for ages for one, and then they all arrive at the same time. Hark, click on the below mugshot to launch to the clip:

0 Sep 12 2014 @ 6:00am by Matt Smith in Crude Oil, Global Energy

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™. » read more

0 Sep 5 2014 @ 12:07am by Matt Smith in Crude Oil, Economy, Global Energy, Natural Gas

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.

» read more

3 Aug 29 2014 @ 6:43am by Matt Smith in Economy, Global Energy, Natural Gas

China is in a Pickle

I was going to call this post ’10 points about China’s pursuit of natural gas’, but this title seemed much more appropriate. It is a pickle China 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 around natural gas: » read more

2 Aug 25 2014 @ 6:54am by Matt Smith in Crude Oil, Economy

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. If you were to look at the first two, you would say the economy had the pedal to the metal, hitting the gas. However, the third (gasoline demand) would lead you to believe the economy was hitting the brakes. Here are a bunch of charts to illustrate these differing directions: » read more