MacroVoices Art Berman: Crude Oil Special

Posted in Audio/Video & Articles, Presentations on June 3, 2017

Erik Townsend welcomes Art Berman to MacroVoices. Erik and Art discuss:

  • Perspective on OPEC and the 9-month extension on production cuts
  • OPEC’s goal to keep a floor under oil prices
  • Positioning of oil traders since February
  • Reasons for lower oil prices
  • Putting U.S. production into perspective
  • Where does comparative inventory price Brent and WTI
  • Inventory data and forecasts
  • Impact of capital markets and central bank policy
  • Early recovery from oil price collapse
  • Correlation of U.S. debt to tight oil
  • Term structure of the crude oil markets

Download the Slide Deck:

MacroVoices Slide Deck 31 May 2017

Play the Interview (Part One)

Play the Interview (Part Two)

Link to MacroVoices Website