Archive for the ‘Global Energy’ Category

2 Jan 27 2015 @ 5:39am by Matt Smith in Crude Oil, Global Energy

File Under: Rig Counts, Capex and Company Consolidation

It was a late night for me as I appeared on CNBC Asia to respond to OPEC Secretary-General El-Badri’s comments that oil prices are bottoming out. His concerns about a lack of investment in the oil and gas sector seem a more legitimate argument, something we discuss via companies cutting their capital expenditures and a falling rig count. Hark, click on the below mugshot to launch to the clip:

3 Jan 20 2015 @ 11:16pm by Matt Smith in Crude Oil, Economy, Global Energy

What I Think About When I Think About Crude

Japanese novelist Haruki Murakami was so consumed by running he combined two of his loves to write a book called ‘What I Talk About When I Talk About Running‘. Although an odd concept, it’s actually quite a compelling read. ┬áNot only did I think this title was really great (although paraphrased from Raymond Carver), but it also reminded me of my own rather obsessive compulsions. So here are some of the things that I currently think about when I think about crude oil. » read more

3 Jan 2 2015 @ 7:30am by Matt Smith in Crude Oil, Global Energy

File Under: 378 Million Dollars a Day

Happy New Year!! I hit the ground running for 2015, appearing on CNBC’s Squawk Box first thing this morning to break down how much the US consumer is saving per day due to lower gasoline prices (drum roll…….$378 million). I also explain how the lifting of fuel subsidies is mitigating the impact of lower oil prices on a global basis. Hark, click on the below mugshot to launch to part of the interview.

2 Dec 15 2014 @ 7:30am by Matt Smith in Crude Oil, Global Energy

Actions Speak Louder Than Words

With soooooooo much talk swirling about the current oil price drop, I feel compelled to focus less on the rhetoric and more on the data. So the vibe of this post lands somewhere inbetwixt Elvis Presley’s ‘a little less conversation, a little more action‘ and one of my boss’s favorite phrases: ‘In God we trust, all others must bring data‘. » read more

0 Dec 15 2014 @ 7:11am by Matt Smith in Crude Oil, Economy, Global Energy

File Under: Winging It

Aside from winging it with a quick bit of airline analysis at the end, Thursday’s appearance on Fox Business was a one-and-done affair in terms of questions, as a fast-paced segment covered a lot of ground in a short period. Hark, click on the mugshot below to launch to the clip: