Arthur’s Substack
Arthur BermanMy personal Substack
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 129 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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arthurberman.substack.comLatest Issues
Wars Are The Storm Systems of History
War is like a massive storm. You know it’s coming, but not when, where, or how hard it will hit. At first it appears chaotic. Then patterns emerge and a rough, uneasy order begins to take shape.
The war with Iran is a good example. Nearly...
The Price Isn’t Right
As physical markets flash extreme tightness, many analysts now warn that oil futures curves no longer reflect physical reality. They argue that $100 oil dramatically understates true scarcity, masking structural shortages, geopolitical frag...
America Has Plenty of Oil
The U.S. is not energy independent—and cannot be—because oil quality matters. The U.S. has plenty of oil. A lot of it’s just not the right kind.
The U.S. now produces more oil than Saudi Arabia and Russia combined, and as much natural gas...
Game of Drones
The U.S. war with Iran may be the last gasp of an old world order fighting with weapons that no longer decide outcomes. Societies evolve like species, only faster, and military breakthroughs disrupt and force them to reorganize.
The master...
The Right Side of Chaos
It’s hard to separate signal from noise in assessing the Iran war and what it means going forward. War is always confusing, but there’s a growing sense that this one is different—more consequential than most conflicts of recent decades. At...
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The writers behind this newsletter.
Energy consultant and petroleum geologist
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