Michael Warren

Market Share for Cannibals
Monday, June 8, 2015
Michael Warren
Saudi and UAE are the only OPEC winners. As shale rolls over, the cartel's share will grow.
The Shale Boom Shifts Into Higher Gear
Monday, June 1, 2015
Donald L. Luskin and Michael Warren
Oil production is becoming a modern manufacturing process, with frackers using the ‘just-in-time’ approach.
Just-In-Time Energy
Monday, April 27, 2015
Michael Warren and Donald Luskin
As crude hits the top of our predicted 2015 trading range, we look ahead to $15-$40 oil.
Oil and the Obama Doctrine
Friday, April 10, 2015
Michael Warren
An Iran nuke deal isn't as simple as Shell's BG deal. Meanwhile, Yemen destabilizes.
Domestic Crude: Getting More Refined
Thursday, March 26, 2015
Michael Warren
There's no bottleneck -- refiners are rapidly adapting to abundant domestic light crude.
Saudisfaction Guaranteed
Friday, March 13, 2015
Michael Warren
The Saudi strategy is working: market-based pricing will bolster its flagging market share.
I Have Seen the Future, and It Fracks
Tuesday, February 24, 2015
Michael Warren and Donald Luskin
EOG's earnings missed big, but it points the way to a new Moore's Law for energy.
Keystone is Key to Low Oil Prices
Monday, February 2, 2015
Michael Warren and Donald Luskin
If oil prices have hit bottom for 2015, cost-reduction takes center stage to set the ceiling.
Oilmageddon: The Sequel
Thursday, January 15, 2015
Michael Warren and Donald Luskin
Cheap oil is the new consensus. Supply and demand responses will surprise on the upside.

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