marginal barrel
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ART BERMAN NEWSLETTER: OCTOBER 2020 (2020-9)
- November 4, 2020
- Posted by: Art Berman
- Category: Newsletter
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What the yield curve tells me is that there is little likelihood that oil prices will increase to much above $45 on a sustained basis until the market changes its sense of supply urgency. Until that happens, the yield curve provides good opportunities to play the excursions.
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Lower Oil Prices, Not Cash Flow, Will Bring Investors Back to Oil– Lessons For OPEC+
- December 4, 2019
- Posted by: Art Berman
- Category: header-menu
The popular story is that investors have abandoned oil markets because the business hasn’t been profitable. That is complete nonsense.
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Lower Oil Prices, Not Cash Flow, Will Bring Investors Back to Oil– Lessons For OPEC+
- December 4, 2019
- Posted by: Art Berman
- Category: header-menu
The popular story is that investors have abandoned oil markets because the business hasn’t been profitable. That is complete nonsense.