Art Berman

@aeberman12

I am a geologist and writer, and mainly do petroleum-related work.

Houston, Texas
Vrijeme pridruživanja: ožujak 2009.

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  1. prije 5 sati

    Consumption data last 3 weeks reflect major problems with EIA measurement . This week consumption increased +8.4 mmb after decreasing -13 mmb last week. Other factor was + 6 mmb increase in net product imports wk ending Jan 31.

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  2. prije 6 sati

    U.S. refinery intakes increased +48 kb/d to 15.97 mmb/d week ending January 31. That was at -357 kb/d less than the 5-year average and -661 kb/d less than this week a year ago.

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  3. prije 6 sati

    U.S. Gulf Coast crack spread decreased -$0.61 (-10%) on Tuesday, February 4 as gasoline price fell more than LLS price and diesel price increased.

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  4. prije 6 sati

    WTI comparative inventory decreased -2.05 mmb week ending January 31. WTI weekly average price of $52.60 ~$7.50 under-valued based on C.I. yield curve. Current front-month price of $51 ~-$9.00 under-valued.

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  5. prije 6 sati

    WTI crude + product comparative inventories decreased -2.05 mmb week ending Jan 31. Smaller-than-average addition of crude oil and withdrawals of gasoline & diesel during fill season dominated stock changes.

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  6. prije 12 sati

    “The smartest mathematical minds on the planet, backed by some of the deepest pockets, had not built a sleek engine of permanent prosperity but a clown car of trades, swaps and double dares that, inevitably fell to bits.” – Raj Patel 2009

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  7. prije 12 sati

    Oil’s move was on the back of “a cheap headline about a university in China finding a drug.” He remained skeptical that oil prices would rally further. --Edward Marshall, Global Risk Management

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  8. prije 12 sati

    “The era of cheap & abundant energy is long gone… Money supply & debt have grown faster than real economy. Debt saturation & paralysis is now a very real risk, requiring a global scale reset.”

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  9. prije 13 sati

    "We have entered a new era of expensive [unconventional] energy that is likely to trigger a long-term economic contraction."

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  10. prije 13 sati

    "A growing interest in short-term time charters for use as floating storage has emerged in the past week. [Brent] flipped into contango, a market structure that allows traders to profit by hoarding oil."

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  11. prije 13 sati

    "Conoco managed to roughly balance all this, raising underlying production & shareholder payouts as well as replacing reserves, despite a 9.5% drop in average realized prices." --Liam Denning

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  12. prije 13 sati

    “The short-term damage to oil demand from China has already occurred...The upside potential may still depend on action from OPEC+.” --Ole Hansen, Saxo Bank

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  13. prije 13 sati

    "Instead of falling $550, we believe battery prices fell by less than $100 per kwh over last 7 years, after adjusting for plant utilization, pack size & chemical cost reduction." --Goehring & Rozencwajg

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  14. 4. velj

    "The base decline production rate for the Permian Basin has increased dramatically." --IHS Markit "By 2019, Tier 1 activity approached 75% of all drilling." --Goehring & Rozencwajg

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  15. 4. velj

    "When a drilling retrenchment cycle forces you to drop rigs, the positive impact of high grading reverses itself, with significant negative impacts to production growth." --Goehring & Rozencwajg

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  16. 4. velj

    "Iowa Democratic Party officials said that they were already making great progress in counting the caucus results, and that early returns indicated that a white person had won."

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  17. 4. velj

    Chinese LNG importers consider invoking force majeure It’s not clear that just because you’ve got reduced demand you’ve got a case for force majeure.” --Frank Harris, Wood Mackenzie

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  18. 4. velj

    U.S. Gulf Coast crack spread increased +$0.29 (+4%) on Monday, February 3. LLS price fell more than gasoline and diesel prices. Spreads have improved +$1.62 (+33%) over the last week.

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  19. 4. velj

    “Oil prices are now at levels where we would expect a supply response from both OPEC and shale producers, and where China would likely seek to build crude inventories.” --Goldman Sachs

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  20. 4. velj

    “If [OPEC+] believes...effects tapering out after a short period like SARS, they have option to stand pat & weather lower price environment...until demand returns.” --Harry Tchilinguirian, BNP Paribas

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