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Art Berman's Exclusive Energy Analysis
This data driven analysis produces hard core insights that can open your eyes to what is actually happening in the energy market. Art produces these posts to be accessible to all.
Because in a world full of energy chaos, knowledge is power.
Why I’m Not an Oil Bear
It’s easy to be an oil bear these days. WTI has fallen almost $20 per barrel since mid-September and OPEC+ seems to have lost its ability to do much about…
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Beginning of the End for the Permian
Permian basin and Eagle Ford oil recoveries have both fallen by 30% and Bakken has declined by almost 20%. Those plays accounted for two-thirds of U.S. output in 2023. That…
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Pessimists, Optimists and The Straw Man Fallacy
Marco Raugei and Chris Nelder spent 75 minutes tilting at straw men on Nelder’s The Energy Transition Show last month. After the discussion with Raugei, Nelder launched into a 30-minute…
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Nuclear Is Not The Answer
Among the most frustrating parts of discussions about the human predicament is the widespread belief that nuclear energy is the answer. It’s not. If money were not a consideration—but it…
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The Impossible Dream of Emissions Reduction
Lowering CO2 emissions while also increasing energy consumption and GDP is an impossible dream.
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The OPEC Artificial Oil Supply Deficit is Becoming Real
Rising oil prices would result in a substantial slump in the global economy and deflation of commodity prices including oil.
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The Extreme Case for Oil Price
Unless a detente is quickly arranged, oil prices could potentially retrace the early 2022 rally toward $120 per barrel
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Fatih Birol’s “I Have A Dream” Speech is Wrong
Birol should but will not state that the only solution to climate change is greatly reduce consumption of all energy, not just fossil fuels.
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Insanity Check on Climate Change
The additional land use for wnd and solar is approximately 24 million square kilometers or an area about the combined size of Russia and Australia. The cost would be more than $51 trillion.
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The Big Lie About Fossil Fuel Subsidies
The IMF’s message is opportunistic, journalistically dishonest and more appropriate to Fox News than to an international opinion leader and supposedly honest broker.
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Another Oil Meme Bites The Dust: Tight Supply Turns to Oil Surplus
What perplexes me most about mainstream analysts is their certitude about reductionist cause-and-effect axioms that become memes when enough of them repeat what the other said.
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The Future of Oil
I do not see any structural reason for longer-term high prices and correlative pressure to increase supply. The correct oil paradigm is supply-driven and price-constrained.
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