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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.
Art Berman Newsletter: July 2022 (2022-6)
The narrative is that U.S. oil consumption has recovered from 2020 is false. Demand remains ~750 kb/d less than in 2019 & transport fuel consumption has not recovered to pre-pandemic levels.
Art Berman Newsletter: June 2022 (2022-5)
The timing and degree of demand destruction varies for each cycle of oil price and inflation increase but it occurs within every cycle since 1972.
Art Berman May Newsletter Preview
The trajectory of oil prices has changed course since early March and it is downward. Analysts continue talking about incredibly tight supply and prices going to $185 or higher but WTI…
Art Berman Newsletter: April 2022 (2022-3)
Peak oil has come back to haunt us. Shale plays bought the world another decade of supply beyond what anyone imagined twenty years ago. Those plays are far from depleted but enthusiasm for oil is.
The Misunderstanding of Oil Underinvestment
The level of oil investment over the last several years has been exactly right based on market price and investor expectations. The oil business is not a service industry nor is it part of the Consumer Protection Agency.
Video: Worst Oil Price Shock Since 1980 — When Will It End? (If Ever) | Energy Expert Art Berman
This is going to fundamentally re-structure the economy & probably the world order. Buckle up. It’s going to be a wild ride!
Oil Shock
We are now experiencing the fourth oil shock. The removal of 5 mmb/d of Russian crude oil and condensate exports would be the biggest structural change to the oil market since the Iran-Iraq war in 1980.
Art Berman Newsletter: March 2022 (2022-2)
Recent events in Ukraine introduce unthinkable uncertainty into energy markets and the world order that may emerge. Geopolitical consequences are likely to be the most serious in decades. Whatever the military outcome, the Russian economy will probably be ruined.
Steven Koonin’s Unsettled: Much to Like and to Dislike
For its many merits, people deserve better information and guidance than Unsettled provides.
Nuclear Power is No Solution for The World’s Energy Problems
Let’s be realistic about what is feasible in the limited time available before energy supply becomes an even bigger crisis.
Art Berman Newsletter: February 2022 (2022-1)
Bin Salman’s dangerous error remains waiting for demand before increasing supply. His strategy was a recipe for losing control.
Oil–it was the best of fuels, it was the worst of fuels: Art Berman and Nate Hagens
How much oil is left and what are future prospects for oil production and the economy?
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