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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.
Jeff Currie’s “New Joule Order”—A Compelling but Flawed Energy Framework
Jeff Currie is a sharp thinker with decades in oil and commodities—when he speaks, I listen. His “New Joule Order“ offers an interesting but problematic take on the future of energy. Currie argues…
The Global Reset: Energy, Geopolitics, and Market Upheaval
A collapsing world order, market chaos, trade wars, and recession fears—JPMorgan Chase put it bluntly: last week delivered “a year’s worth of economic turbulence.” Some blame Trump. Others see it as…
The Energy Transition That Isn’t
When people talk about the energy transition, they mean replacing fossil fuels with renewables. The real shift is using less energy. Daniel Yergin argues this isn’t a transition but an energy addition—renewables are…
The Great Game Reborn—Energy, Geopolitics, and the Reversal of the Liberal Order
Oliver Wiseman wrote this week that the Trump team sees much of the U.S. government as beyond repair. Instead of propping up failing institutions, they’re tearing off the facade and…
Solutions: The Art of Avoiding Reality
In The End of Climate-Change Idealism, I challenged the failed paradigm that renewables can “solve” climate change. The reactions were revealing. Some dismissed me as too pessimistic for rejecting easy…
The End of Climate-Change Idealism: Facing Geopolitical and Economic Reality
Geopolitical and economic reality is overwhelming climate policies. When economies tighten, climate takes a backseat. Biden poured billions into renewables, but Trump is flipping the script—slashing EV and clean energy support…
The Space Between Collapse and a Future Worth Living: Finding Our Way Back
Storytelling isn’t a luxury—it’s how we understand the world and our place in it. Our ancestors took survival seriously. We don’t. Instead, we’ve built a culture of distraction and excess, severed from traditional…
What Will Energy Dominance Be Used For?
The energy part of Treasury Secretary Scott Bessent’s “3-3-3” plan aims to boost U.S. oil production by 3 million barrels/day by 2028, reinforcing Trump’s Energy Dominance push. But can it…
Peak Oil: Requiem for a Failed Paradigm
Peak Oil was supposed to be a warning. When world production peaked, shortages, soaring prices, and economic collapse would follow. Twenty years ago, Matt Simmons made that case in Twilight in…
Trump’s Bold Energy Gamble: It’s Not What You Think
Trump’s latest “drill, baby, drill” plan gets plenty of contempt but little investigation—a sure path to ignorance. Skeptics say it’ll fail because oil companies aren’t interested. They’re focused on shareholder…
Lazy Thinking: How Memes Get Oil All Wrong
One of the biggest misconceptions about oil is that supply is shrinking because of depletion and that reserve additions are not enough to prevent a supply shortage in the near…
Climate Fatigue: Why the Story of Saving the Planet Isn’t Selling
Climate advocates have missed the mark, focusing on abstract science that doesn’t connect with daily life. Their message is confusing, contradictory, and heavy on doom, light on solutions. People feel…
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