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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.
Tom Steyer’s Impossible Dream of A Renewable Future
Tom Steyer has an impossible dream. “We are going to electrify the planet…We’re going to get off fossil fuels.” Tom Steyer He’s written a book called Cheaper, Faster, Better: How…
Falling Natural Gas Prices: A Warning to Producers and Investors
Natural gas prices have gotten so low that many companies are curtailing production. Last week’s average spot price of $1.88 per million British thermal units (mmBtu) was 31 percent below…
Markets Are Unconcerned About Oil Supply
Many oil analysts believe that global oil supplies are tight, but markets don’t agree with them. In fact, markets haven’t indicated any signs of scarcity since the energy shocks that…
The Energy Debate: Fanboys, Fangirls, and the Real Cost of Pollution
When it comes to the debate between renewables and fossil fuels, almost everyone is a fanboy or fangirl. Inevitably, comparisons of power density, EROI, or cost among energy sources turn…
Geopolitics: The Anguish of a Divided World
The risk of global conflict has increased to its highest level in decades because of recent events in the Middle East. The targeted killings of Hamas leaders in Tehran and…
A Critical Juncture for Oil Prices
Events in the Middle East suggest far more than the “challenging days ahead” mentioned by Israeli Prime Minister Benjamin Netanyahu. Iran was humiliated by a security failure that allowed the…
I’m Skeptical of the Higher Oil-Price Meme
The prevailing opinion among analysts is that a tighter market in the third quarter of 2024 will push oil prices higher as demand exceeds supply. I’m skeptical of those bullish…
Populism: The Short Version
Populism is on the rise around the world. It disrupts established political systems, creates uncertainty, and deepens societal divisions. This fundamental crisis of governance and the social contract is Nate…
Populism: The Fourth Horseman of The Coming Decade
Populism is on the rise around the world. It disrupts established political systems, creates uncertainty, and deepens societal divisions. This fundamental crisis of governance and the social contract is Nate…
Addicted to Electricity: A Preview of The Great Simplification
People talk about addiction to oil but we’re also addicted to electric power. I’m speaking from personal experience. Hurricane Beryl left over two million people in the Houston area without…
Let’s Stop Arguing About An Imaginary Energy Transition
How did adoption of renewable energy become the drug of choice to treat the disease of climate change? No one knows. Wind and solar energy policies evolved over several decades…
LNG Blows It Again
The U.S. LNG industry has consistently misread supply and demand signals over the decades, from overestimating demand in the 1970s, to misjudging the effects of the shale revolution. Will it…
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