Arthur’s Substack
Arthur BermanMy personal Substack
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 132 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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arthurberman.substack.comLatest Issues
Hormuz: A Logistics Crisis, Not Yet an Inventory Crisis
Jeff Currie argues that the world is drifting toward the largest commodity shock since COVID. Yet market prices suggest that traders still view the Hormuz crisis as a temporary geopolitical scare rather than the kind of physical supply disr...
The Search for a Living Myth
A deep belief in progress lies at the heart of modernity. The assumption is that more technology, more growth, more efficiency, and more freedom will steadily improve human life. Yet that faith is increasingly inconsistent with the experien...
The Patience to Understand
I read a review today by Eric Bulson about James Joyce’s biographer, and this part near the end caught my attention:
“Joyce has made the cut in the 21st century, but just barely.”
In other words, one of the greatest writers in history n...
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...
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The writers behind this newsletter.
Energy consultant and petroleum geologist
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