OPEC
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Reality check on Fossil Fuels and the Energy Markets
- January 2, 2022
- Posted by: Art Berman
- Category: The Petroleum Truth Report
No Comments
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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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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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COMPARATIVE INVENTORY & OIL STORAGE REPORT SEPTEMBER 17, 2020 (2020-21)
- September 17, 2020
- Posted by: Art Berman
- Category: Oil Comparative Inventory
The most positive and consistent take-away from this and recent oil storage reports is falling comparative inventory. There are, of course, substantial qualifications.
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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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Saudi Arabia Thinks OPEC+ Is Central Bank of Oil—Fire The Banker!
- July 15, 2020
- Posted by: Art Berman
- Category: The Petroleum Truth Report
OPEC+ has done a dreadful job of managing world oil markets over the last three-and-a-half years.
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Art Berman Newsletter: June 2020 (2020-5)
- July 6, 2020
- Posted by: Art Berman
- Category: Newsletter
I expect that $40 to $45 will be the WTI price range for the rest of 2020 barring a serious supply interruption.
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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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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.