Saudi Arabia
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ART BERMAN NEWSLETTER: JULY 2021 (2021-6)
- July 6, 2021
- Posted by: Art Berman
- Category: Newsletter
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When Jeff Currie says that $4 or $5 gasoline is not a problem because the economy is strong, I’m sure he’s right for Goldman Sachs’ clients. I doubt he talks to the second economy in the UK where he works. I wonder if his company isn’t already shorting oil.
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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.
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The Irrelevant OPEC++ Production Cut
- April 6, 2020
- Posted by: Art Berman
- Category: header-menu
I’m in favor of the global output cut orchestrated by President Trump but let’s recognize it for what it is: largely irrelevant.
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Coronavirus Has Crushed Oil Prices
- March 20, 2020
- Posted by: Art Berman
- Category: header-menu
Coronavirus is leading cause of economic downturn but Saudi price cuts and export increase may be a tipping point or Lehman moment for markets.
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Saudi Oil-Price Blunder: Tipping Point for a Global Depression
- March 17, 2020
- Posted by: Art Berman
- Category: header-menu
Saudi Arabia has repeated the blunder it made in November 2014 by increasing oil production during an oil-price collapse. In 2014, it led to a depression in the oil industry. This time, it may be the tipping point for a global economic depression.
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MacroVoices Podcast 5 June 2019
- June 6, 2019
- Posted by: Art Berman
- Categories: Audio/Video & Articles, Presentations & Publications
The sea change of sentiment in energy markets & what’s driving it.
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Sentiment Rules Oil Markets Like Never Before
- April 29, 2019
- Posted by: Art Berman
- Categories: Presentations, Presentations & Publications
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Oil Prices Should Fall, Possibly Hard
- March 7, 2016
- Posted by: Art Berman
- Category: The Petroleum Truth Report
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OPEC-Russia Production Freeze Not A Cut & Meaningless
- February 16, 2016
- Posted by: Art Berman
- Category: The Petroleum Truth Report
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The Miracle of Shale Gas & Tight Oil is Easy Money Part I
- January 13, 2016
- Posted by: Art Berman
- Categories: Audio/Video & Articles, Presentations, Presentations & Publications
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