Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. Erik and Art discuss:
Saudi Arabia’s production cut decision and what this means
Will U.S. shale industry recover?
Expected decline in demand in oil
Analysis of current comparative inventory report
Pandemic and U.S. consumption recovery – what does this mean for gasoline?
Perspectives on previous prediction of a big decline in U.S. production in Q1
Can OPEC compensate for loss of U.S. production?
Lag times between getting the rig started to actual oil production and what this means
Price vs. Comparative inventory yield curve
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