Michael Warren

Iran Deal: More Fire, More Fury, Pure Trump
Wednesday, May 9, 2018
Michael Warren and Donald Luskin
Don’t panic. Still 180 days till sanctions take 2 million barrels/day out of the oil market.
Oil’s Bullish Bottlenecks
Tuesday, April 24, 2018
Michael Warren and Donald Luskin
The upside case for crude isn’t OPEC cuts, but America’s infrastructure capacity limits.
150 Million Barrels To Go
Monday, January 22, 2018
Michael Warren and Donald Luskin
US production moves to all-time highs, yet the global petroleum market keeps tightening.
Oil: From Priced for Perfection, to Perfect Storm
Monday, November 27, 2017
Michael Warren and Donald Luskin
OPEC will squeeze another 100 million barrels out of global stocks. US producers win.
Sorry, But Tesla's Cool Electric Cars Can't Compete As Long As Fracking Exists
Tuesday, September 19, 2017
Donald L. Luskin and Michael Warren
Venezuela: A Trump Oil Shock?
Tuesday, August 8, 2017
Michael Warren and Donald Luskin
Oil is priced for geopolitical perfection. Venezuela is far from perfect, and getting worse.
The Peak Oil Myth is Back (But This Time It’s Demand)
Wednesday, July 12, 2017
Michael Warren and Donald Luskin
With oil prices in mid double digits, electrics can’t compete where sales growth is biggest.
The Crude Stocks Conundrum
Wednesday, June 28, 2017
Michael Warren and Donald Luskin
Markets remain hypnotized by distorted inventory statistics, ignoring the fundamentals.
Is Oil Priced to Perfection Again?
Tuesday, May 9, 2017
Michael Warren and Donald Luskin
Earth to oil! Permian running out of pipes. Inventories correcting. OPEC cuts extended.
It’s a Good Time to be a Fracker
Friday, February 24, 2017
Michael Warren and Donald Luskin
Costs and regulations coming down, production going up – and oil is still headed for $65.

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