Archive for the ‘Global Energy’ Category

0 Nov 19 2014 @ 11:31am by Matt Smith in Crude Oil, energy consulting, Global Energy

H.L.Mencken & US Shale Break-evens

My favorite quote by H.L. Mencken is ‘a cynic is a man who, when he smells flowers, looks around for a coffin‘. A bit morose, I know, but this appeals to the contrarian in me. My second favorite is überly-applicable to US shale oil break-evens: ‘For every complex problem there is an answer that is clear, simple, and wrong‘. For there is no lack of estimates flying around as to the price level at which US shale oil production could be curtailed. The problem is, they all appear to be different. » read more

6 Nov 11 2014 @ 12:50pm by Matt Smith in Economy, Global Energy

Energy Trends in Africa

While I have written posts on Nigeria and regularly referenced Libya in the last half decade on the burrito, I know very little about most of Africa when it comes to energy. So it was interesting to sift through this comprehensive report from the IEA to get a better understanding of some of the broader energy trends underway. Henceforth are my ten top takeaways: » read more

0 Nov 2 2014 @ 9:49pm by Matt Smith in Crude Oil, Economy, Global Energy

I Forget Where We Were

One of my favorite songs of this year is ‘I Forget Where We Were‘ by Ben Howard (complete with quirky guitar playing – hark, left). The song’s title has been resonating with me recently as I get a wee bit reflective as we approach the twilight of an eventful year. So much has happened across currency markets, it is easy to forget where we were. So here is a simple summation of some of the more wild and wacky rides for certain currencies, and how – naturally – all paths lead back to energy.    » read more

2 Oct 21 2014 @ 9:48pm by Matt Smith in energy consulting, Global Energy

Solar to be the Leading Source of Electricity by 2050?

Schneider Electric’s CMO, Chris Hummel, pondered recently on Twitter whether the IEA’s claim that solar energy could be the leading source of electricity by 2050 was achievable.

My initial reaction was hum-dee-dum…not a chance! Then I thought about it, then some more, grabbed my research shovel and started digging… » read more

0 Oct 15 2014 @ 5:40am by Matt Smith in Crude Oil, Global Energy

File Under: Late Night TV

After crude prices tumbled yesterday, I jumped at the opportunity to appear on CNBC Asia to talk about how downward revisions to global oil demand growth by the IEA and OPEC discord have walloped prices. One of the anchors also gave a shout out to Energy Burrito (but not in the clip)…making my late-night adventure all the more worth it! Hark, click on the below moonlit mugshot to launch to the clip: