surplus
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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 OCTOBER 9, 2020 (2020-19)
- October 9, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
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 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 September 4, 2020 (2020-14)
- September 4, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
The gas price rally is probably winding down and a new, higher yield curve will probably result
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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 28, 2020 (2020-13)
- August 28, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
A price signal is being sent now to achieve a higher level of supply security next year.
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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 & Oil Storage Report July 1, 2020 (2020-10)
- July 1, 2020
- Posted by: Art Berman
- Category: Oil Comparative Inventory
It should be clear by now that oil demand and economic recovery are going to take a lot longer than optimists imagine.
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The Problem with Oil Prices is That They Are Not Low Enough
- October 15, 2015
- Posted by: Art Berman
- Categories: Audio/Video & Articles, Presentations, Presentations & Publications
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