Art Berman: Art Berman: Coming Oil Shock ‘Worst Thing’ in Modern History, Shortages Inevitable
Stijn Schmitz welcomes Art Berman to the show. Art Berman is known as the energy realist and he paints a dire picture of the global energy situation, describing the Strait of Hormuz disruption as an unprecedented crisis with no historical precedent. He likens the world economy to a human losing 20%…
Oil Supply Crisis Won't End Quickly /Lt Col Daniel Davis & Art Berman
Oil Supply Crisis Won't End Quickly /Lt Col Daniel Davis & Art Berman
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Art Berman: The Oil Crisis Is Moving Slower Than You Think… Until It Isn’t
Step 3 Long YouTube Package Main Channel Or NRS World Recorded on June 9 2026 at NRS Studios Art Berman joins Andy Millette to break down why the Strait of Hormuz oil disruption is not just an oil inventory story, but a logistics and confidence crisis moving through the global energy system. Art ex…
Art Berman: Iran, Oil, & Energy Signal vs Noise in a Fragmenting World
Energy consultant Art Berman argues that the global economy is fundamentally fueled by work derived primarily from oil. He contends that because energy production growth is flattening, the era of endless economic expansion is coming to an end. Berman highlights how modern geopolitical conflicts, sp…
Art Berman: The Global Energy Order Is Breaking
Roughly six vessels moved through the Strait of Hormuz in a day, down from 130 to 140 before the war, and Art Berman says Persian Gulf oil production is down about 10 million barrels a day. His case: this is a bigger supply shock than COVID, and markets are barely pricing it.
Geologist and energy c…
Art Berman: Iran War Causing ‘Phase-Shift’ in Oil Markets, ‘Will Never’ Return to Normal
Stijn Schmitz welcomes back Art Berman to the show. Art Berman is The Energy Realist. Berman explains that the initially feared catastrophic disruption from the Iran War has been partially offset, with production losses revised down to roughly 5 million barrels a day, though he stresses this remain…
Art Berman: Iran War Causing ‘Phase-Shift’ in Oil Markets, ‘Will Never’ Return to Normal
Stijn Schmitz welcomes back Art Berman to the show. Art Berman is The Energy Realist. Berman explains that the initially feared catastrophic disruption from the Iran War has been partially offset, with production losses revised down to roughly 5 million barrels a day, though he stresses this remain…
Iran Erupts Again: Is a Major Oil & Market Shock Coming?
Renewed fighting between the U.S. and Iran has once again put the Strait of Hormuz — one of the world’s most critical oil chokepoints — at the center of global markets.
With Brent crude jumping back above $90 a barrel following fresh U.S. and Iranian strikes, investors are again confronting a crit…
A World-Changing Event: We're Not Going Back to January 2026 with Art Berman
Almost eight months after the Iran war first rattled global energy markets, the global system has proven surprisingly adaptable, even as prices continue to rise and product shortages become more common. But as those buffers run dry and diesel prices climb to the equivalent of over $200 a barrel, th…
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