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.
The Border Adjustment Tax and Its Victims
Friday, February 10, 2017
Michael Warren, Terry Higgins and Donald Luskin
When is a tax cut a tax hike? When refiners and other firms get hit with the BAT.
2017: Making American Crude Again
Thursday, December 29, 2016
Michael Warren and Donald Luskin
Higher prices, deregulation, infrastructure – and tariffs – make US frackers takeover targets.
While the World Cuts, the US Pumps
Monday, December 12, 2016
Michael Warren and Donald Luskin
$65 oil is in sight. OPEC non-members sign up for cuts, and Saudi offers even more.
Trump and the Art of an OPEC Deal
Monday, November 28, 2016
Michael Warren and Donald Luskin
The Donald’s America will be a global oil powerhouse. A deal can make OPEC great again.
On OPEC’s Production Target
Thursday, September 29, 2016
Michael Warren and Donald Luskin
Freezing production that was frozen anyway makes the US fracker the swing producer.

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