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.
» read more
Jun 1 2011 @ 10:54pm by Matt Smith in Crude Oil, Economy, Global Energy
Yep, I finally squeezed out a smile on CNBC. Hark, click on the below link to launch to my appearance on the Squawk Box set in NYC:
Feb 4 2011 @ 10:58am by Matt Smith in Capital Markets, Crude Oil, Economy, Natural Gas
Good day! It’s been a week of extreme emotions; happy times as Punxsutawney Phil declared an early spring and China celebrated a New Year, while on the downside the news has been dominated by the unrest seen in Cairo, Egypt. Despite this first week of the month being heavy on the economic data front, concerns about the unrest spreading to the oil-rich countries of the Middle East has dictated the movement in the crude complex. Worrying? I should cocoa. As for natural gas, it was Groundhog Day again on Wednesday Thursday; just like the prior week a bullish storage print provoked a bearish response. Next week brings more energy-specific newsflow with the EIA monthly report, but for now let’s rebuff the bad news and hit the buffet: » read more
Feb 3 2011 @ 10:50am by Matt Smith in Crude Oil, Economy, Global Energy, Natural Gas
Hum dee dum. I have some more creative / humorous posts in the works (I promise), but despite feeling like I am gipping you this week, I wanted to share some of the more intriguing points from some recent reports from two members of ‘big oil‘, BP and Exxon Mobil. The two chunky outlooks take a look at the energy sector out to 2030, and from my tortilla-like perspective, here’s the top ten tidbits: » read more
Dec 14 2010 @ 10:13am by Matt Smith in energy consulting, Global Energy, risk management, Risk Strategy
For my latest chat over chips and salsa, I was fortunate enough to have Walt Taylor in my rollerdex. He is the Director of Energy & Building Materials at the SSG Co-op, which serves Wendy’s and Arby’s. A part of life’s rich tapestry, I figured Walt would have some interesting perspectives on some tough and trivial questions. And of course, he did: » read more