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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.
We Can’t Handle The Truth About The Human Predicament
Simply switching from fossil fuels to renewable energy is not a solution to climate change, certainly not in our time window of urgency.
Read MoreWhat The Market Knows About Oil’s Future
The idea that electric vehicles may displace gasoline reflects a fundamental ignorance about the oil refining process. The idea that a green energy transition is reshaping society ignores the way the world really works.
Read MoreOil’s March to $100 or Just Another Little Rally?
I just don’t see any extraordinary structural change about to happen that is outside of what is normal and expected for oil markets.
Read MoreThe Net Effect of Net Zero Will Be Zero
Net Zero is a naive and unscientific fantasy that is largely untethered to physical reality.
Read MoreUnanticipated Consequences of the Energy Transition
An energy transition will have little net effect on society’s material footprint on the planet.
Read MoreClimate Change is Not Debatable
The conclusion is clear: carbon emissions and overshoot of planetary boundaries are unlikely to decrease as long as world GDP and population continue to increase.
Read MoreThe Psychology of Climate Change
We should not realistically expect any of the current approaches to climate change to result in productive outcomes. We must first be honest with ourselves.
Read MoreOPEC Cuts vs An Incredibly Tight Market: Both Cannot Be True
Demand is weak enough that Saudi Arabia needs to cut 1 mmb/d but OPEC projects demand growth to a record 103 mmb/d in 2023.
Read MoreJude Clemente is Confused About the Energy Transition
The solution to climate change may not really be about logical arguments, cost-benefit analysis, or good versus evil. It’s a psychological problem.
Read MorePhilosophy vs Science: The Church Tried That Too and Lost, Dr. Bardi
That is not a win for fossil fuels but rather a reflection on of how difficult it will be for humans in a renewable energy-based future. Pretending it is otherwise is simply not helpful.
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