Naked Capitalism has the article The Real Cause Of Low Oil Prices: Interview With Arthur Berman. Naked Capitalism introduces the article with the following comment:
Yves here. This is a terrific interview that you need to read pronto if you have any interest in the outlook for oil prices, understanding fracking economics, and the real reason for the push for Keystone XL pipeline. Berman is colorful, direct, and provides lots of granular detail.
It’s enough to make me wonder whether or not I should keep my oil investments. Maybe I am hedged enough because of my utilities.