Arthur’s Substack
Arthur BermanMy personal Substack
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 125 | Subscribers | Read | arthurberman.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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 ...
A System Failure is Not an Oil Bull Market
Oil is likely to surge to extreme highs in 2026, but that does not mark the beginning of a long-term structural bull market. It’s a wartime spike inside a debt-saturated global economy. The higher prices go, the more they tighten credit, we...
The War We Can’t Stop
Events in the Persian Gulf can no longer be framed as a geopolitical event or a temporary supply shock. What’s emerging is a self-sustaining process that no one controls. It behaves like a hurricane—a heat engine with its eye at Hormuz and ...
What Would Captain Kirk Do About Hormuz?
Control oil, and you control nations, observed Henry Kissinger. Right now, that’s what Iran is doing in a way Kissinger would not have imagined.
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Authors
The writers behind this newsletter.
Energy consultant and petroleum geologist
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