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Art Berman's Exclusive Energy Analysis
This data driven analysis produces hard core insights that can open your eyes to what is actually happening in the energy market. Art produces these posts to be accessible to all.
Because in a world full of energy chaos, knowledge is power.
The Right Side of Chaos
It’s hard to separate signal from noise in assessing the Iran war and what it means going forward. War is always confusing, but there’s a growing sense that this one…
A System Failure is Not an Oil Bull Market
Oil is likely to surge to extreme highs in 2026, but that does not mark the beginning of a long-term structural bull market. It’s a wartime spike inside a debt-saturated…
What Would Captain Kirk Do About Hormuz?
Control oil, and you control nations, observed Henry Kissinger. Right now, that’s what Iran is doing in a way Kissinger would not have imagined. The prevailing narrative is that Iran…
The Iran War: A World-Changing Event
On February 28, oil tankers stopped moving through the Strait of Hormuz. Roughly 20 million barrels of oil per day—about one-fifth of global supply—suddenly stopped flowing. Oil is the lifeblood…
How the Iran War Ends
Leon Trotsky famously said, “You may not be interested in war, but war may be interested in you.” A variation that fits Trump’s dilemma in the Iran war might be…
Iran: Another Shock to a Fragile System
The Strait of Hormuz is not formally closed, but traffic has effectively stalled. Only four tankers transited on March 1 as crude carriers paused to reassess security conditions. Kpler is…
The End of Certainty
What is true? What is certain? Einstein’s answer, in effect, was that it depends on the model you’re using. The first time I visited a deepwater drilling rig, what amazed…
Shell Names the Risks and Discounts Them to Zero
Shell describes the world we live in, models a different one, and doesn’t seem to notice the mismatch. Its 2026 Energy Security Scenarios lays out the constraints of our planetary…
Requiem For An Oil Glut
The story of a big oil glut is based on some of the worst analysis I’ve seen in years. I wrote that six months ago, and it’s as true today…
Living in a World Without a Worldview
Our modern civilization has no coherent world view. That sentence by physicist David Bohm hit me hard. It rang true because it explains why our social and planetary crises feel…
Complexity’s Revenge: Electric Power and AI
We need gas. We need nuclear. We need it all. We need it now. That was Virginia Governor Glenn Youngkin’s message on surging U.S. power demand. It sounds decisive. It’s…
The Race to the Bottom
Welcome to the twilight of the Industrial Age. Growth is ending. That was the blunt thesis of a recent essay, and the signals are already here—deindustrialization, grid stress, financial instability,…
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