Posts Tagged ‘Crude Oil’

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

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:  

0 Apr 1 2014 @ 5:18pm by Matt Smith in Crude Oil, Global Energy, Natural Gas

File Under: Double Feature!

This morning’s lengthy appearance (it’s all relative, folks) was made into a second feature by CNBC, in a piece called ’3 reasons not to worry about energy costs….for now’. Hark, click on the below mugshot to launch to it:

0 Apr 25 2013 @ 3:13pm by Matt Smith in Capital Markets, Crude Oil, Economy, Global Energy, risk management

Dot-to-Dot-to…Not?

My favorite moment of the working day is doing a dot-to-dot. And it happens every morning, after booting up my computer; I look across the various asset classes, and start connecting the dots.

After the first few screens, it becomes progressively easier to predict what is coming next: dollar down = risk on, equities up = bond prices down, risk off = metals down. But joining the dots has gone askew recently. So from the starting point of mortgage rates to a crude conclusion, here’s how joining the dots isn’t as simple as going from A to B. » read more

0 Apr 4 2013 @ 7:47am by Matt Smith in Crude Oil, Economy, energy consulting, Global Energy

File Under: Resurfacing Rumors of Oil Exports

Yesterday’s appearance on Fox Business was a last-minute affair, prompted by rumors resurfacing about the ramping up of oil US exports on a broad scale. Hark, click on the below mugshot to launch to the clip: