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.

MACROVoices Interview: OPEC Production Cut, Crude Oil Outlook

Arthur Berman large

Erik Townsend and Aaron Chan welcome Art Berman to MacroVoices. Erik and Art discuss:

  • OPEC’s latest production cut agreement and what it means
  • Production cut being more akin to a floor than a ceiling
  • False conception of cutting production to bring balance to an already-balanced market
  • How excess oil in storage will suppress prices for some time to come
  • Weak demand growth similar to late-2014 won’t support higher prices
  • Resumption of U.S. production in response to higher prices
  • OPEC not being as desperate as portrayed by the media
  • Weakening global economy as the main driver for low oil prices




Get embed code for this episode. | For other embed code options click here. | audio Download the MP3 File (52.88 MB) .

Oil Basics & The Limits to Economic Growth

Oil Basics & The Limits to Economic Growth,” a presentation to the Reality 101 Honors Seminar, University of Minnesota, October 31, 2016.


Slide Presentation–Low Oil Prices in a Failing Global Economy: Nowhere to Go for Tight Oil

Houston Geological Society North American Group Dinner Presentation. Click the link below to view the slide presentation: