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Saturday, January 9, 2021

MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021

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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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