Michael Warren

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.