Recent Posts
Social•Feb 21, 2026
Brent Spreads Widen Sharply as Front‑month Jumps
Where's the Glut? Brent 12-month spread widened $1.79 (52%) 6-month spread widened $0.68 (30%) for the week ending February 20 Front-month price increased $4.01 from $67.75 to $71.76 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/GkGOzWLZRj
By Art Berman Blog
Social•Feb 21, 2026
Trump's Energy Policy Failed, Wasting Oil Leverage on China
Energy dominance has been Trump’s most consequential failure @Anon1Oil No Defense Production Act. No serious incentives. No strategy. “Drill, baby, drill” turned into “die, baby, die” in the oil patch. And he’s wasted oil as leverage against China. As for telling me...
By Art Berman Blog
Social•Feb 21, 2026
Russian Fuel Tanker to Cuba Highlights US Policy Limits
A Russian fuel tanker is heading to Cuba This is a smart move to bring Cuba's humanitarian crisis into the public view. Trump doesn’t want that but he can't do nothing about the oil. He’s boxed in. https://t.co/6TnMy2f4wv #Cuba #Sanctions #EnergyCrisis #Geopolitics #Oil #HumanitarianCrisis #USForeignPolicy...
By Art Berman Blog
Social•Feb 21, 2026
Conoco Exit Signals Earlier End to Permian Shale Boom
When Conoco cashes out of the Permian, it says shale’s runway is closer to over than investors assume. It also suggests that desperation for cash takes precedence over a growth story for investors. Bleak stuff for Energy Dominance https://t.co/v8EuOOFeWj #Oil #Permian #Shale #EnergyReality #PeakShale
By Art Berman Blog
Social•Feb 21, 2026
Sanctions Cripple Cuba's Grid, Wealth Fuels Private Power
Sanctions + fuel shortages broke the Cuban grid Those with dollars self-electrify while the rest sit in the dark. Energy desperation risks deepening inequality while the broader economy deteriorates. https://t.co/xOjVSt4Eep #EnergyCrisis #Cuba #Sanctions #Solar #GridFailure
By Art Berman Blog
Social•Feb 21, 2026
Oil Volatility Beats Fundamentals Amid Trump Risk
Markets are trading a binary Trump headline risk, says @Ole_S_Hansen Oil isn’t moving on fundamentals alone—traders are loading up on upside calls while inventories draw hard. When positioning shifts this fast, volatility is the signal, not the noise. https://t.co/Lan48DvOA7 #OilMarkets #Brent #WTI...
By Art Berman Blog
Social•Feb 20, 2026
Oil Won’t Ride Super‑Cycle; Growth Slowdown Limits Prices
Beware of the "bull-run narrative" @Matalasdavid Oil's a risk asset unlike value commodities. It's unlikely to have a super-cycle trajectory. 👇 https://t.co/7PUYBWe4PR As economic growth slows, oil will slow. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
By Art Berman Blog
Social•Feb 20, 2026
US NatGas Spot Prices Under Marginal Cost Post‑Vortex
U.S. Natural Gas in Post-Vortex Price Discovery: Spot Prices Below Marginal Cost $3.27 spot price was at least $1.80 less on the red curve & $0.90 less on the orange curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/OIY9qxNzmU
By Art Berman Blog
Social•Feb 20, 2026
Structural Conditions Set Stage for Multi-Year Energy Bull
The STRUCTURAL CONDITIONS are right for a multi-year bull energy market, says @ericnuttall That doesn't mean it's started or that it will be a straight line back to $90-$100 oil prices. Prices will remain volatile, cyclical, and politically distorted — even...
By Art Berman Blog