Coronavirus
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Art Berman Newsletter: August 2020 (2020-7)
- September 4, 2020
- Posted by: Art Berman
- Category: Newsletter
4 Comments
What concerns me most is what will happen when markets realize that U.S. oil production will fall to levels not seen since the early 2000s.
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Stop Expecting Oil and the Economy to Recover
- September 3, 2020
- Posted by: Art Berman
- Category: The Petroleum Truth Report
It is unlikely that either oil supply or demand will ever return to 2018 levels.
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Comparative Inventory and Natural Gas Storage Report June 8, 2020 (2020-1)
- June 8, 2020
- Posted by: Art Berman
- Category: The Petroleum Truth Report
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.
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Why the Renewable Rocket Has Failed to Launch
- May 8, 2020
- Posted by: Art Berman
- Category: The Petroleum Truth Report
A 100% Renewable Future Means a Poorer World
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Art Berman Newsletter: April 2020 (2020-3)
- May 6, 2020
- Posted by: Art Berman
- Category: Newsletter
Much lower oil prices are inevitable in all scenarios once the false optimism of the present oil rally is recognized.
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Game Over for Oil, The Economy is Next
- April 27, 2020
- Posted by: Art Berman
- Category: The Petroleum Truth Report
Large segments of the U.S. oil industry will have to be nationalized before the year is over.
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Oil Markets During and After Coronavirus: SPE Gulf Coast Section April 20 2020
- April 20, 2020
- Posted by: Art Berman
- Category: Presentations
The old economy is gone. Its energy substrate will be different going forward.
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The Irrelevant OPEC++ Production Cut
- April 6, 2020
- Posted by: Art Berman
- Category: header-menu
I’m in favor of the global output cut orchestrated by President Trump but let’s recognize it for what it is: largely irrelevant.
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Coronavirus Has Crushed Oil Prices
- March 20, 2020
- Posted by: Art Berman
- Category: header-menu
Coronavirus is leading cause of economic downturn but Saudi price cuts and export increase may be a tipping point or Lehman moment for markets.
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Saudi Oil-Price Blunder: Tipping Point for a Global Depression
- March 17, 2020
- Posted by: Art Berman
- Category: header-menu
Saudi Arabia has repeated the blunder it made in November 2014 by increasing oil production during an oil-price collapse. In 2014, it led to a depression in the oil industry. This time, it may be the tipping point for a global economic depression.
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