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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.
There is No Energy Transition, No Paradigm Shift or Green Revolution
Europe survived the winter of 2022-2023 by obtaining enough fossil energy to make up for lost Russian supply. That’s not a criticism of renewable energy. It’s a fact that we must acknowledge.
Banking Crisis: Oil Market Over-Reaction or Restraint
Moody’s Analytics modeled some scenarios which suggest that a U.S. GDP decline of as much as 5% is possible over the next two to three years
Comparative Inventory & Gas Storage Report: April 27, 2023 (2023-17 FINAL)
Price-volume data continues to suggest that natural gas is about +10% over-priced for current inventory levels.
Comparative Inventory & Oil Storage Report: April 26, 2023 (2023-17 FINAL)
WTI price has fallen from the 20-day average to the lower limit of the Bollinger bands since last week.
Comparative Inventory & Gas Storage Report: April 20, 2023 (2023-16)
High LNG exports are affecting natural gas prices more than inventories for now.
Comparative Inventory & Oil Storage Report: April 19, 2023 (2023-16)
WTI Price has fallen from the upper limit of the Bollinger bands to the 20-day average since last week.
Comparative Inventory & Gas Storage Report: April 13, 2023 (2023-15)
Forecasts don’t offer much hope that the present pattern of low gas pricing will change in April.
Comparative Inventory & Oil Storage Report: April 12, 2023 (2023-15)
WTI price has moved above the upper limit of the Bollinger bands so a correction is more likely than not.
OPEC In Control and Other Dumb Memes
The OPEC production cut was a call to action for analysts to disgorge a slew of shopworn memes rather than provide any useful insight or critical analysis that might help investors.
Comparative Inventory & Gas Storage Report: March 30, 2023 (2023-14)
Natural gas is correctly priced in the low-$2.00 range based on the comparative inventory yield curve.
Art Berman Newsletter: April 2023 (2023-4)
The real global macro for low probability-high impact events seems to be greater than we previously thought possible.
Comparative Inventory & Oil Storage Report: April 5, 2023 (2023-14)
Oil price increase has stalled at the upper limit of the Bollinger bands and was unaffected by the bullish storage report this week.
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