Posts Tagged ‘oil’

0 Jan 27 2015 @ 5:39am by Matt Smith in Crude Oil, Global Energy

File Under: Rig Counts, Capex and Company Consolidation

It was a late night for me as I appeared on CNBC Asia to respond to OPEC Secretary-General El-Badri’s comments that oil prices are bottoming out. His concerns about a lack of investment in the oil and gas sector seem a more legitimate argument, something we discuss via companies cutting their capital expenditures and a falling rig count. Hark, click on the below mugshot to launch to the clip:

0 Jan 13 2015 @ 12:46pm by Matt Smith in Crude Oil

File Under: Giving Directions

A phone call on my way to work this morning signaled a last-minute appearance on CNBC’s Squawk Box, answering the tough questions about where oil is heading and why. Hark, click on the below mugshot to launch to the clip:

 

2 Dec 15 2014 @ 7:30am by Matt Smith in Crude Oil, Global Energy

Actions Speak Louder Than Words

With soooooooo much talk swirling about the current oil price drop, I feel compelled to focus less on the rhetoric and more on the data. So the vibe of this post lands somewhere inbetwixt Elvis Presley’s ‘a little less conversation, a little more action‘ and one of my boss’s favorite phrases: ‘In God we trust, all others must bring data‘. » read more

0 Dec 15 2014 @ 7:11am by Matt Smith in Crude Oil, Economy, Global Energy

File Under: Winging It

Aside from winging it with a quick bit of airline analysis at the end, Thursday’s appearance on Fox Business was a one-and-done affair in terms of questions, as a fast-paced segment covered a lot of ground in a short period. Hark, click on the mugshot below to launch to the clip:

0 Dec 4 2014 @ 9:33am by Matt Smith in Crude Oil

File Under: Pin the Tail on the Donkey

I had a decent run on CNBC’s Squawk Box this morning with a segment all to myself (hark, just before sunrise). We discussed the usual suspects – OPEC, Saudi Arabia, global price pain-points, and yep – US shale break-evens. I compared pinpointing a single number for US shale break-evens to playing ‘pin the tail on the donkey’. Alas, they always cut my funny bits from the clips. Hark click on the below mugshot to launch to part of it: