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Posts Tagged ‘China oil demand’

0 Feb 15 2013 @ 10:58am by Matt Smith in Capital Markets, Crude Oil, Economy, Global Energy, Random, risk management

Twists and Turns For The Year Of The Snake

So the Lunar New Year this week in China has given a welcome pause for thought after a rather frenetic period of seemingly stronger data coming through from leading emerging market. So in an effort to assess whether the recent turnaround is a seasonal swing, a false dawn, or a true trend, here’s a random collection of tidbits I have gathered together to slowly digest.

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1 Mar 22 2012 @ 10:50am by Matt Smith in Capital Markets, Crude Oil, Economy, Global Energy, Natural Gas, risk management

A Little Trouble In Big China: The Sequel

Nearly two years (and 200 posts ago) we took a look at A Little Trouble in Big China, as China’s economy was showing signs of slowing. Six hundred and seventy-six days later, signs of slowing are emerging once again, leaving global financial markets to be twitchy and pundits to question whether the engine room of the global economy is heading for a soft or hard landing (soft = landing on both feet; hard = a humpty dumpty-style ending). So here are some key reference points to consider when assessing China, from both an economic and energy perspective.
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0 Feb 10 2012 @ 10:58am by Matt Smith in Crude Oil, Economy, Global Energy, Natural Gas, Random

Burrito bites

Friday = happy, happy! ( joy, joy!). Another week passes us by like a pooh stick in time, leaving natural gas to be supported by production cut threats (n.b. boy / wolf / crying ), while Brent crude has ripped to a six-month high on optimism of a happy ending to the Greek tragedy (err, hello?) before retracing with reality. Meanwhile, US-based WTI crude prices cannot swing back above the monkey bar of triple digits given woeful US demand. But it’s no time to brood, let’s hit up the food:  » 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