pandemic
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ART BERMAN NEWSLETTER: JUNE 2021 (2021-5)
- June 6, 2021
- Posted by: Art Berman
- Category: Newsletter
4 Comments
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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MacroVoices Crude Update April 22, 2021
- April 23, 2021
- Posted by: Art Berman
- Category: Presentations & Publications
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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 OCTOBER 8, 2020 (2020-24)
- October 8, 2020
- Posted by: Art Berman
- Category: Oil Comparative Inventory
The C.I. vs WTI yield curve is practically flat using monthly data. That means that markets recognize almost no supply urgency. C.I. continues to march lower but price barely changes.
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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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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.