mid-cycle price
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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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COMPARATIVE INVENTORY & NATURAL GAS STORAGE REPORT SEPTEMBER 25, 2020 (2020-17)
- September 25, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
What is unclear is whether or not recent movements represent another just excursion or a more permanent change in the C.I. vs price relationship.
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Comparative Inventory & Natural Gas Storage Report June 11, 2020 (2020-2) Early Edition
- June 11, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
Gas bulls apparently don’t understand that markets don’t move prices higher just because someone believes that there might be tighter supply in the future.
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U.S. No Longer Over-Supplied With Oil: Good News, Bad News
- March 21, 2019
- Posted by: Art Berman
- Category: The Petroleum Truth Report