Posts Tagged ‘Bakken shale’

2 Apr 11 2013 @ 10:58am by Matt Smith in Crude Oil, Economy, Global Energy, Natural Gas

10 Tales of Demotion

This is usually the time of year where I am preoccupied by fears of relegation for my beloved soccer team, West Ham. However, with seven games to go, they appear to be almost certainly safe from ‘the drop’. Which is refreshing. It is therefore ironic that I see nothing but relegation and demotion in the data and dynamics of energyland™ instead. Here are ten such examples from the past few days: » read more

2 Sep 27 2012 @ 10:52am by Matt Smith in Crude Oil, Economy, risk management, Risk Strategy

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, and this post takes a look why. » read more

2 Jul 12 2012 @ 10:55am by Matt Smith in Crude Oil, Economy, Global Energy

Bakke(n) to Basics

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 new revolution – the Bakken Shale in North Dakota – let’s look at some startling statistics which highlight its growing impact on both a regional and national scale. » read more

6 Dec 8 2011 @ 10:55am by Matt Smith in Crude Oil, Economy, energy consulting, Global Energy, Natural Gas

1385.7 Observations on Energy

From bottom left to top right

I was fortunate enough to take Energy Burrito on the road earlier this week to the AMM Conference in Miami. Given a 30-minute blank canvas, I decided to spread the Christmas spirit by unleashing the ultimate commodity Christmas gift, the Crude Oil 8-ball, on the unsuspecting audience.  

The premise of my presentation was to highlight eight pertinent factors which are shaking up the crude complex (of which the total statistics add up to 1385.7…hence the inspired (ahem) title of the presentation). So here’s a brief summary of the octuplet presented; they won’t be that surprising to regular readers of the burrito, although they hopefully serve as a useful reminder: » read more

1 Nov 23 2011 @ 10:22am by Matt Smith in Crude Oil, Economy, energy consulting, Global Energy

“You Were Only Supposed To Blow The Bloody Doors Off!”

‘The Italian Job’ is a 1969 film caper and one of the best-loved British films of all time. Its premise is a gold heist in Rome involving lots of Minis. In one of the most famous scenes, two of the heisters are testing explosives on a truck, leading Michael Caine to utter the immortal words ‘you were only supposed to blow the bloody doors off!’

» read more