supply demand
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COMPARATIVE INVENTORY & NATURAL GAS STORAGE REPORT OCTOBER 9, 2020 (2020-19)
- October 9, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
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The longer term forecast shows that markets will be closer to supply-demand balance going forward than in 2018 and 2019.
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COMPARATIVE INVENTORY & NATURAL GAS STORAGE REPORT SEPTEMBER 12, 2020 (2020-15)
- September 12, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
Price excursions are a source of considerable self-doubt and this one has been extraordinary. The fact that it appears to be going the way of many others as I advised gives me little comfort. This is not over.
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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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Comparative Inventory & Natural Gas Storage Report August 21, 2020 (2020-12)
- August 21, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
Price will continue to increase until more rigs are added or there is enough information to assure markets that enough supply exists for the winter.
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Comparative Inventory & Natural Gas Storage Report August 14, 2020 (2020-11)
- August 14, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
A monthly avgerage January price of $3.25-$4.00 wouldn’t surprise me but that’s hardly anomalous or a supply crisis.
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Comparative Inventory & Natural Gas Storage Report July 10, 2020 (2020-6)
- July 10, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
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Comparative Inventory & Natural Gas Storage Report July 3, 2020 (2020-5)
- July 3, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
Production surges are time-limited by the price signals sent by markets telling producers they have over-shot demand.
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Comparative Inventory and Natural Gas Storage Report June 8, 2020 (2020-1)
- June 8, 2020
- Posted by: Art Berman
- Category: The Petroleum Truth Report
Gas markets are more over-supplied than they have been in 2.5 years and that the over-supply is increasing for now. That is hardly a bullish signal for gas prices.
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A Natural Gas Price Play is Wishful Thinking
- June 3, 2020
- Posted by: Art Berman
- Category: The Petroleum Truth Report
Lower production of associated gas does not logically account for the complexity of natural gas markets. Conventional wisdom is, after all, based on conventional thinking.
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Oil Prices and Demand are not Returning to Normal
- May 27, 2020
- Posted by: Art Berman
- Category: The Petroleum Truth Report
We are near the end of a rally whose ceiling will be in the low $40-range for the foreseeable future.
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