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.

Video–Low Oil Prices in A Failing Economy & No Place to Go For Tight Oil

A presentation to the Houston Geological Society September 26, 2016. Click the link below to view the video:

Low Oil Prices In A Failing Economy: No Place to Go For Tight Oil

MacroVoices: Art Berman Labor Day Weekend Oil Special

MacroVoices: Art Berman: Labor Day Weekend Oil Special

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

  • Looking beyond absolute inventory numbers and gleaning insights from comparative inventories
  • Recent anomalous comparative builds relative to historic trends
  • Continued time-spread compression reflecting producer hedging or lack of concern for a storage crisis
  • The selective capital raising environment for producers
  • Oil market balance and Saudi Arabia’s fundamentally ineffectual ‘production freeze’
  • Stabilizing US production and evaporation of upside price catalysts
  • Feedback loop of insanity in inventory builds and production
  • Claims of sub-$40 producers in the Permian basin
  • Concerns over consumption growth not aligning with change in prices
  • Timing for a moonshot in oil prices following a period of supply destruction and investment deficits