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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Dec 15 2014 @ 7:30am by Matt Smith in Crude Oil, Global Energy
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
Dec 15 2014 @ 7:11am by Matt Smith in Crude Oil, Economy, Global Energy
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:
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:
Dec 4 2014 @ 9:33am by Matt Smith in Crude Oil
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: