EnergyBurritoMarket ingredients diced and wrapped in an energy-flavored tortillaBlogAboutContactSearch:Schneider Electric0Dec 11 2014 @ 7:52am by Matt Smith in Crude Oil, Global EnergyFile Under: Losing My ShirtI 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:Share|Tags: Crude Oil, Opec  Leave a comment0Dec 4 2014 @ 9:33am by Matt Smith in Crude OilFile Under: Pin the Tail on the DonkeyI 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: Share|Tags: brent, oil, Opec, shale break-evens, wti  Leave a comment20Dec 2 2014 @ 1:59pm by Matt Smith in energy consulting, Global Energy, RandomFestive Freebies!‘Tis the season to be jolly, and here on the burrito there are a number of festive freebies being given away to celebrate….» read moreShare|20 Comments2Nov 26 2014 @ 9:03am by Matt Smith in Crude OilFile Under: Pre-OPEC OpiningI did a late-night interview on CNBC Asia last night discussing pre-OPEC craziness ahead of the cartel’s convening tomorrow. Among other things we chew the cud about the meeting of Saudi Arabia, Venezuela, Russia and Mexico (the last two are not in OPEC) – highlighting the current global unease about oil prices. Hark, click on the below mugshot to launch to the clip:Share|Tags: CNBC, CNBC Asia, Opec  2 Comments0Nov 19 2014 @ 11:31am by Matt Smith in Crude Oil, energy consulting, Global EnergyH.L.Mencken & US Shale Break-evensMy 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 moreShare|Tags: Crude Oil, oil, shale breakevens  Leave a commentNext Posts »The AuthorMatt SmithCommodity AnalystMatt Smith spent his twenties working in investment management in London, before swapping his bowler hat for a banjo and moving to Louisville, KY. When he is not reading, writing (or dreaming) about financial markets, he c