Presentations & Publications

My goal is to offer clear and direct explanations of energy reality. These presentations and webcasts are data-driven interpretations of oil and gas topics that often challenge conventional thinking.
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Houston Geological Society Presentation 11 September 2017

Permian Tight Oil and The Long-Term Debt Cycle

Tight Oil and The Long-Term Debt Cycle

Permian Reserves May Be Much Smaller Than You Think: Tight Oil and Long-Term Debt Cycle
Houston Geological Society 11 September 2017

HGS 11 SEPT 2017 Presentation

MacroVoices Art Berman: Crude Oil Special

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

MacroVoices Art Berman: Crude Oil Special Part 1

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

Play the Interview:

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