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

  • Update on Art’s 2020 U.S.oil production narrative
  • How big of a decline in production should we expect?
  • Supply in demand imbalance – where is oil price headed from here?
  • What investors should look for in anticipation of resumption of normal demand
  • What level of demand to expect post-crisis?
  • Decreasing price sensitivity to changes in comparative inventory 
  • Will we ever get back to pre-crisis consumption levels?

Download the podcast transcript: [Click Here]

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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.

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