Art Berman Homepage - Art Berman

“Shale is not a revolution–it’s a retirement party. Shale plays were not some great new idea. They became important only as more attractive plays were exhausted.”
Delivering Meaningful Insight

Art has made dozens of highly acclaimed presentations to investor and professional society conferences and meetings, boards of directors, and executive committee meetings.

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“Energy is the economy. The high price of oil was a leading cause of The Great Recession. The continued high price until recently was the main reason that we couldn’t recover.”
“Americans have more faith in technology that has not been invented yet than they do in God.”

Presentations & Publications

Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge
Pat Hemsworth on the AMLO administration’s plans for Pemex
Chris Cook on geopolitical risk and why the Iranian situation hasn’t blown up oil prices
Art Berman on why gas prices haven’t fallen more given recent developments
EIA’s 10.8 mm bbl draw, and the market DROPS on the news???
Iran situation and why it hasn’t resulted in higher oil prices
2020 Pemex Hedge
Under-reporting of Permian Basin Fracking
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What’s driving the price rally?
Art Berman on key take-aways from this week’s EIA Short Term Energy Outlook; Art and Anas debate data interpretation;
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MacroVoices 12 June 2019
How can natural gas be in backwardation (Jul-Aug’19) in the summertime, when contango is the norm?

The energy price sell-off has continued even as the stock market has mostly recovered. What’s next for energy prices?
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Just-in-Time Natural Gas Supply: Pluses & Minuses
U.S. natural gas prices reached the highest maximum level in 4 years this winter. That’s because of a new “just-in-time” gas supply paradigm that relies […]
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