Energy Insights You Won’t See Anywhere Else.
No Fluff, Just Hard Facts.
Unlock the Vault
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 Decline and Fall of the Bakken: The Red Queen Collapses
Decreasing EUR and b-exponents in the Bakken are because the sweet spot or core area has reached full development. More wells are now being drilled outside the core.
Saudi Arabia Thinks OPEC+ Is Central Bank of Oil—Fire The Banker!
OPEC+ has done a dreadful job of managing world oil markets over the last three-and-a-half years.
Art Berman Newsletter: June 2020 (2020-5)
I expect that $40 to $45 will be the WTI price range for the rest of 2020 barring a serious supply interruption.
U.S. Energy Dominance is Over
The party is over for shale and U.S. energy dominance.
Comparative Inventory and Natural Gas Storage Report June 8, 2020 (2020-1)
Gas markets are more over-supplied than they have been in 2.5 years and that the over-supply is increasing for now. That is hardly a bullish signal for gas prices.
Art Berman Newsletter: May 2020 (2020-4)
This rally has always been about correcting from that gross under-valuation back to prices at about the time of the OPEC+ failure in early March. We are there.
A Natural Gas Price Play is Wishful Thinking
Lower production of associated gas does not logically account for the complexity of natural gas markets. Conventional wisdom is, after all, based on conventional thinking.
Oil Prices and Demand are not Returning to Normal
We are near the end of a rally whose ceiling will be in the low $40-range for the foreseeable future.
Why Is Anyone Celebrating $33 Oil?
I don’t know about you but I’m going to leave the champagne in the refrigerator for awhile.
Oil Storage-Comparative Inventory Report – Example
WTI will average less than $20 in May WTI remains grossly under-priced. That sends the strongest possible signal to producers to shut in their wells. Oil prices will remain depressed…
Why the Renewable Rocket Has Failed to Launch
A 100% Renewable Future Means a Poorer World
Art Berman Newsletter: April 2020 (2020-3)
Much lower oil prices are inevitable in all scenarios once the false optimism of the present oil rally is recognized.
Uncover the Truth: Join Art’s Mailing List.
Stay connected to Art, get valuable energy insights, and explore the truth.