Recent Posts
Social•Feb 15, 2026
U.S. Gas Exports Set to Hit 20 Bcf/D by 2027
Drain America First U.S. natural gas exports rise toward 20 Bcf/d in 2027 #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas https://t.co/rmLKJzpmpS
By Art Berman Blog
Social•Feb 15, 2026
Permian Drives US Gas Growth as Others Stall
U.S. natural gas supply growth Is peaking @yagelski @websterdrake Permian is the only play that's growing Other shale gas plays are flat or declining & conventional gas is in terminal decline #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas
By Art Berman Blog
Social•Feb 15, 2026
US Gas Demand Outpaces Infrastructure, Not Supply
Read your chart @yagelski It shows that the US is awash in natural gas DEMAND not supply Pipelines, storage & power-plant hookups lag demand, as they always do. This is an infrastructure problem, not a resource problem. #NaturalGas #EnergyInfrastructure #LNG #PowerMarkets #GridConstraints...
By Art Berman Blog
Social•Feb 15, 2026
Oil Glut Exists Only in Models, Not Markets
The oil “glut” exists in models, not in physical barrels, writes @MeesEnergy Backwardation holds, volatility stays calm, and the barrels everyone talks about don’t show up in stocks. Models say surplus. The market says otherwise. #OilMarkets #OPECplus #Backwardation #EnergySecurity #SupplyRisk #ChinaOil...
By Art Berman Blog
Social•Feb 14, 2026
Wind and Solar Never Reach Cost Break‑even, Says Chart
Your reply is incoherent @RogerESowell TRUE. This chart shows that wind and solar never break even. Show data to support a contrary view or STFU. https://t.co/7Yn3h6sVvg
By Art Berman Blog
Social•Feb 14, 2026
Brent Dips 30 Cents; 12‑month Spread Signals Flat Outlook
Brent futures price fell $0.30 from $68.05 to $67.75 week ending February 13 12-month spread suggests sideways price movement on Monday #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/hYd0O6d84E
By Art Berman Blog
Social•Feb 14, 2026
WTI Spreads Tighten as Front-Month Price Slips
Show me the glut WTI 12-month spread narrowed $0.06 (2%) for the week ending February 13 6-month spread narrowed $0.11 (9%) Front-month price fell $0.66 (1%) from $63.55 to $62.89 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/1VHaA5PFZN
By Art Berman Blog
Social•Feb 14, 2026
Shell Forecasts Global GDP to Double by 2050
Shell base case assumes sustained 3.3% global growth GDP nearly doubles by 2050 #GlobalGDP #EconomicGrowth #EnergyScenarios #Shell #Macroeconomics #GrowthAssumptions #LongTermForecasts https://t.co/meXF1PuaVe
By Art Berman Blog
Social•Feb 14, 2026
Solar Power Needs Fossil‑fuel Tech, Remains Uneconomic
The sun’s radiation that reaches earth is useless as an energy source without technology to convert it to work @Tinyweenybear The technology requires materials to work that all need fossil fuels. Grid scale solar is uneconomic & not fit for 24/7...
By Art Berman Blog
Social•Feb 14, 2026
Electricity to Dominate Energy, Shell Downplays Obstacles
Electricity Exceeds 50% of Final Energy Use by Mid-Century Shell is good about listing the obstacles to its preposterous assumptions And then finding reasons to ignore them @zeroinputag #Electricity #EnergyTransition #EnergySystems #GridConstraints #EnergyReality #MidCentury #Decarbonization
By Art Berman Blog
Social•Feb 14, 2026
Canada’s $16.5B Carbon Capture Bet Faces Market Skepticism
Canada calls it “future-proofing.” Markets may call it wishful thinking. $16.5B on carbon capture with long timelines, big execution risk, and shifting global politics Take that bet to a Las Vegas oddsmaker. https://t.co/hU4uGD0r4d #CarbonCapture #EnergyPolicy #Canada #OilSands #EnergySecurity #StrandedAssets #CapitalRisk
By Art Berman Blog
Social•Feb 14, 2026
Enbridge Skips New Pipeline, Heeds Past Capital Losses
Enbridge won’t risk billions on a new Canadian oil pipeline Politics can change faster than steel gets laid. Capital remembers Northern Gateway The project was killed after hundreds of millions were sunk. https://t.co/Fd4PKMdjB5 #EnergyInfrastructure #Canada #Pipelines #RegulatoryRisk #EnergySecurity #CapitalDiscipline
By Art Berman Blog
Social•Feb 14, 2026
Pemex's Bond Return Shows State Risk, Not Confidence
Pemex is back in the bond market after six years — and demand was strong. This doesn't signal confidence in Pemex. Buyers are really underwriting the Mexican state. https://t.co/YRGXmzi4aW #Pemex #Mexico #OilMarkets #EnergySecurity #SovereignRisk #DebtMarkets #EmergingMarkets
By Art Berman Blog
Social•Feb 14, 2026
China's Cheap Middle East Oil Squeezes West African Sellers
China is pulling more cheap oil from the Middle East. That leaves W. African oil struggling to find buyers until it gets cheap enough to move again, writes @JuneGoh_Sparta In this tight market, the Middle East has the upper hand. Sorry oil...
By Art Berman Blog
Social•Feb 14, 2026
Shell’s Electric Utopia Meets Skeptical Reality
Shell imagines a future in which electricity is the dominant component of global energy. I assume that it is training elephants to fly. https://t.co/rAoZ1exs8H #EnergySecurity #Electrification #SystemicRisk #Geopolitics #EnergyReality #Infrastructure #CapitalConstraints #EnergyTransition #CriticalMaterials #GridLimits
By Art Berman Blog
Social•Feb 14, 2026
OPEC+ Plans April Production Hikes Amid Sanctions
OPEC+ may restart April hikes to catch peak summer and regain share as sanctions bite Russia/Iran. https://t.co/cILwlUi7h2 #OPECplus #Oil #IEA #SaudiArabia #UAE #Iran #Russia
By Art Berman Blog
Social•Feb 13, 2026
Energy Power Plays Trump, Russia, China Militarize Oil
Trump talks "deals" with Iran while Russia & China talk about naval escorts of Iranian oil to Cuba, writes @TheMichaelEvery The US repeals carbon regs & hopes to restart Venezuelan oil output soon. Energy is being militarized Markets, sanctions & climate...
By Art Berman Blog
Social•Feb 13, 2026
EU's Unanimity Stalls Energy Policy, Ignoring Reality
Brussels is fixing process while ignoring physics. The EU 28th corporate regime finally admits that unanimity is incompatible with speed But until green plans are scaled back & some return to Russian oil & gas supply is discussed— everything else is...
By Art Berman Blog
Social•Feb 13, 2026
US NatGas Deficit Hits 2025 High, Prices Plunge
U.S natural gas comparative fell 7 bcf for the week ending February 6 It moved to the greatest deficit since March 2025 Henry Hub spot price decreased $8.78 from $13.79 to $5.01 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/tLe3q7z4xZ
By Art Berman Blog
Social•Feb 13, 2026
US Must Secure Mineral Sources, Not Just Funding
You can’t stockpile what you don’t control. The easy part is $12 billion from the Trump Adminstration. The hard part is finding the mines, processing & pricing. Washington needs to build alliances instead of burning them. https://t.co/JfhrJs5VnH #CriticalMinerals #Geopolitics #China #SupplyChains #EnergyTransition #Mining #USPolicy
By Art Berman Blog
Social•Feb 13, 2026
EIB's Grid Debt Shift Sparks Skepticism in Europe
The European Investment Bank plans to advance electricity capacity by moving grid debt off bank books & monetizing future revenues I'm not holding my breath. This is Europe, after all. https://t.co/UHQ7GprVvL #PowerGrids #EnergyInfrastructure #Europe #EIB #Electricity #EnergyTransition
By Art Berman Blog
Social•Feb 13, 2026
Shipping Decarbonizes Regardless of U.S. Policy Shifts
Shipping is decarbonizing with or without Washington. Capital has already committed: dual-fuel vessels dominate orderbooks, and investment decisions are being driven by EU rules, port levies, and future-proofing U.S. politics comes & goes https://t.co/LBSLcVd8Xn #Shipping #IMO #Decarbonization #EnergyTransition #ESG #Maritime #ClimatePolicy
By Art Berman Blog
Social•Feb 13, 2026
Venezuela Must Pay Debts Before Oil Returns
"Active discussions" between @SecretaryWright & Venezuela's leader are meaningless Until Venezuela pays what it owes and restores contract trust, Big Oil won’t come back. Pay up or shut up. They won't pay so what's the point? #Venezuela #Oil #EnergyPolicy #Sanctions #RuleOfLaw #Geopolitics #RealityCheck https://t.co/7FKWgPpOIo
By Art Berman Blog
Social•Feb 13, 2026
Photo Op Won’t Revive Venezuela’s Oil Without Real Investment Conditions
You don’t revive Venezuela’s oil sector by touring dilapidated fields @SecretaryWright This is a pointless photo op Tell us about restoring conditions in which companies would risk capital to revive oil production. Otherwise, keep the photos on your phone #EnergyPolicy #Venezuela #OilMarkets #Geopolitics...
By Art Berman Blog
Social•Feb 12, 2026
Oil Inventories Rise, Distillate Falls Amid Mixed Market
A mixed week for the oil glut story CI rose but has fallen from its mid-January maximum U.S. comparative inventory rose 1.7 mmb for the week ending February 6 Crude C.I. rose 7.1 mmb, gasoline rose 1.0 mmb but distillate fell 2.4...
By Art Berman Blog
Social•Feb 12, 2026
WTI Inventories Plunge 54%, Prices Push Toward Yellow Curve
WTI comparative inventory has decreased 14 mmb (54%) from its mid-January maximum $63.09 WTI was $6.50 > marginal price on the red yield curve the week ending February 6 Markets may be adjusting price upward toward the yellow yield curve #energy #OOTT #oilandgas...
By Art Berman Blog