Art Berman ✓

@aeberman12

I am a geologist and writer doing energy-related work. Energy is the economy so that covers economics, environment, geopolitics , ecology & human behavior

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Art Berman ✓@aeberman1210 Sep

@aeberman12 @TheMichaelEvery Shanghai crude trading over Brent is the signal I'd watch here. Asian buyers are paying up for cargoes they can actually lift. That's delivery risk priced in, and it doesn't unwind on a ceasefire press release. 34 views · 0 likes · 0 reposts · 0 replies Open on X →

Art Berman ✓@aeberman1210 Sep

@aeberman12 @TheMichaelEvery I agree with you on refined product stocks. Power supply in the Emirates held through the strikes: Barakah 5.6 GW baseload, 3+ GW solar, distributed desal. The stress is in shipping lanes and inventories now. 55 views · 0 likes · 0 reposts · 0 replies Open on X →

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