comparative inventory
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- October 12, 2021
- Posted by: Art Berman
- Category: The Petroleum Truth Report
3 Comments
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ART BERMAN NEWSLETTER: OCTOBER 2021 (2021-9)
- October 6, 2021
- Posted by: Art Berman
- Category: Newsletter
If oil is going to $100 as some think and others hope, inflation will soar. If that happens, I fear for our fragile economic recovery and for oil demand.
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ART BERMAN NEWSLETTER: JULY 2021 (2021-6)
- July 6, 2021
- Posted by: Art Berman
- Category: Newsletter
When Jeff Currie says that $4 or $5 gasoline is not a problem because the economy is strong, I’m sure he’s right for Goldman Sachs’ clients. I doubt he talks to the second economy in the UK where he works. I wonder if his company isn’t already shorting oil.
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ART BERMAN NEWSLETTER: JUNE 2021 (2021-5)
- June 6, 2021
- Posted by: Art Berman
- Category: Newsletter
Investors demanded fiscal & growth discipline from tight oil. Tight oil delivered but investors are uninterested because there’s no growth story. Bait-and-switch.
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Net Zero, Gross Delusion
- May 6, 2021
- Posted by: Art Berman
- Category: The Petroleum Truth Report
For those who think that transport is the main use of internal combustion engines, think again. Less than half were for automotive use in 2020. Agriculture, manufacturing, power generation, forestry and construction accounted for the other 53%.
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The Great Artificial Oil Price Rally
- April 21, 2021
- Posted by: Art Berman
- Category: The Petroleum Truth Report
Markets are not nearly as suggestible as most analysts and investors. They are cheap and hate to over-pay.
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ART BERMAN NEWSLETTER: APRIL 2021 (2021-3)
- April 1, 2021
- Posted by: Art Berman
- Category: Newsletter
We’re near the end of a price increase that began at less than zero back to the where prices were before the pandemic. That’s a recovery not a rally.
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ART BERMAN NEWSLETTER: FEBRUARY 2021 (2021-1)
- February 5, 2021
- Posted by: Art Berman
- Category: Newsletter
2020 has been the most tumultuous year for oil markets and prices of my career. Despite that, my calls have been quite accurate.
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Hot Take of the Day podcast Episode 100 with Art Berman
- January 25, 2021
- Posted by: Art Berman
- Category: The Petroleum Truth Report
The bullishness in oil is because the market is sending a price signal saying, “You guys need to get busy and drill.”
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Natural Gas Amateur Hour: The Supply Shortage That Never Was
- January 22, 2021
- Posted by: Art Berman
- Category: The Petroleum Truth Report
The idea that gas price might soar this winter because of lower production reflected a profound misunderstanding of how natural gas markets work. It was natural gas amateur hour.