Jul 20 2015 @ 2:17pm by Daniel Holder in Crude Oil, energy consulting, Global Energy
For the next three posts, we’re going to take a deep look into the future on three commodities important to us here in GR&A: Oil, Natural Gas and Electric Power. The recipe for each section will be one part current events, one part analysis and a pinch of the ever important speculation (it’s kinda like salt, but for forecasters. Add it to taste).
In the crude section, we will discuss OPEC’s market-share capture strategy. In the gas section, we will touch on how the link between oil and gas will strengthen. In the power section, we will highlight a specific regulatory development in California that will shed some light on the future of the industry.
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Jan 2 2015 @ 7:30am by Matt Smith in Crude Oil, Global Energy
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.
Dec 11 2014 @ 7:52am by Matt Smith in Crude Oil, Global Energy
I appeared last night on CNBC Squawk Box in Asia to talk about oil and as it turns out, um, the color of my shirt. While they started out heckling me for it being so bright, the interview finished with me having to buy one and send it to anchor Bernie Lo (and he has to wear it on the show). Hark, click on the below mugshot to launch to part of the segment:
Nov 19 2014 @ 11:31am by Matt Smith in Crude Oil, energy consulting, Global Energy
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
Oct 15 2014 @ 5:40am by Matt Smith in Crude Oil, Global Energy
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: