forecast
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ART BERMAN NEWSLETTER: JUNE 2021 (2021-5)
- June 6, 2021
- Posted by: Art Berman
- Category: Newsletter
4 CommentsInvestors 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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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: NOVEMBER 2020 (2020-10)
- December 3, 2020
- Posted by: Art Berman
- Category: Newsletter
The time from well start to enough production to offset base decline is almost a year—six times EIA’s estimate. It is nearly impossible for U.S. production to be flat at 11 mmb/d for 2021.
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Comparative Inventory & Natural Gas Storage Report July 17, 2020 (2020-7)
- July 17, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
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Comparative Inventory & Natural Gas Storage Report July 10, 2020 (2020-6)
- July 10, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
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Comparative Inventory & Natural Gas Storage Report July 3, 2020 (2020-5)
- July 3, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
Production surges are time-limited by the price signals sent by markets telling producers they have over-shot demand.
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We Have A Problem: The surplus energy that powers the world is declining
- December 2, 2019
- Posted by: Art Berman
- Category: Presentations & Publications
“Energy is and always will be the currency of life.”
–Nate HagensUnconventional oil has bought the world a few decades of high density energy but does not offer a meaningful long-range alternative.
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IEA Offers No Hope For An Oil-Price Recovery
- November 13, 2015
- Posted by: Art Berman
- Category: The Petroleum Truth Report