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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Update: The U.S. Over-Supply of Oil is Ending

Pay-It-Forward Network Presentation November 17 2017

PIF Presentation November 2017

Art on MacroVoices: Comparative Inventory Draws Spell Higher Oil Prices

Erik Townsend welcomes Art Berman to MacroVoices. Erik and Art discuss:Comparative inventory levels on oil; Oil price responsive to inventories;Realization price recovery in crude prices takes time;Refinery intakes have not recovered;Where are average consumption levels;Outlook on gasoline & distillate stocks;Backwardation on WTI;Considerations on OPEC-NOPEC production cuts;Global market balance on oil.

Download Accompanying Slide Set Below:

MacroVoices Slides 19 OCT 2017 For Website

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

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