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Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. Erik and Art discuss:

  • 2020 Demand growth
  • How oversold is the price of oil
  • Over-reaction to Coronavirus effect on world oil demand?
  • Flattening term structure in oil
  • Comparing Brent and WTI 12-month spreads
  • C.I. yield curve

 

 Download the podcast transcript: [Click Here]

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Art Berman

Arthur E. Berman is a geological consultant with thirty-seven years of experience in petroleum exploration and production. He currently is consulting for several E&P companies and capital groups in the energy sector. He frequently gives keynote addresses for investment conferences, boards of directors and professional societies.  He is often interviewed about energy topics on television, radio, and national print and web publications including CNBC, CNN, CBC, BNN, OilPrice.com, Bloomberg, Platt’s, Financial Times, and New York Times. He is a Director of ASPO-USA (Association for the Study of Peak Oil & Gas USA). He was a Managing Director and  frequent contributor at The Oil Drum, and is an associate editor of the AAPG (American Association of Petroleum Geologists) Bulletin. He was past Editor of the Houston Geological Society Bulletin (2004-2005) and past Vice-President of the Society (2008-2009). He has published more than 100 articles on geology, technology, and the petroleum industry during the past 5 years.

Kevin Muir

The author of the MacroTourist newsletter, Kevin is a former institutional equity derivative trader for a big bank who decided that bank-life wasn’t for him, so proceeded to trade for his own account for a couple of decades before joining his current firm.