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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 Impossible Dream of Emissions Reduction
Lowering CO2 emissions while also increasing energy consumption and GDP is an impossible dream.
The OPEC Artificial Oil Supply Deficit is Becoming Real
Rising oil prices would result in a substantial slump in the global economy and deflation of commodity prices including oil.
The Extreme Case for Oil Price
Unless a detente is quickly arranged, oil prices could potentially retrace the early 2022 rally toward $120 per barrel
Fatih Birol’s “I Have A Dream” Speech is Wrong
Birol should but will not state that the only solution to climate change is greatly reduce consumption of all energy, not just fossil fuels.
Insanity Check on Climate Change
The additional land use for wnd and solar is approximately 24 million square kilometers or an area about the combined size of Russia and Australia. The cost would be more than $51 trillion.
The Big Lie About Fossil Fuel Subsidies
The IMF’s message is opportunistic, journalistically dishonest and more appropriate to Fox News than to an international opinion leader and supposedly honest broker.
Another Oil Meme Bites The Dust: Tight Supply Turns to Oil Surplus
What perplexes me most about mainstream analysts is their certitude about reductionist cause-and-effect axioms that become memes when enough of them repeat what the other said.
The Future of Oil
I do not see any structural reason for longer-term high prices and correlative pressure to increase supply. The correct oil paradigm is supply-driven and price-constrained.
We Can’t Handle The Truth About The Human Predicament
Simply switching from fossil fuels to renewable energy is not a solution to climate change, certainly not in our time window of urgency.
What The Market Knows About Oil’s Future
The idea that electric vehicles may displace gasoline reflects a fundamental ignorance about the oil refining process. The idea that a green energy transition is reshaping society ignores the way the world really works.
Oil’s March to $100 or Just Another Little Rally?
I just don’t see any extraordinary structural change about to happen that is outside of what is normal and expected for oil markets.
The Net Effect of Net Zero Will Be Zero
Net Zero is a naive and unscientific fantasy that is largely untethered to physical reality.
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