Oil: War of Attrition

Published on: March 26th, 2020

Warren Pies is back with his latest report on the carnage being felt by the energy sector. Oil: War of Attrition tackles the challenges facing the world’s most important players in an attempt to make sense of these wild times in oil markets.


  • WM
    William M.
    26 March 2020 @ 22:19
    Thanks, good back up to your recent discussion on RVT.
  • MM
    Michael M.
    26 March 2020 @ 23:40
    Zeihan interview on RV had a contrary opinion that once all the land storage and tankers are full that Russia will have to shut down production as they have little storage and everything travels by pipeline. Any thoughts?
    • AK
      Arthur K.
      29 March 2020 @ 16:05
      Not to take anything away from PZ , I am going to buy his book but he is not the expert here. He also hedged a bit and said it was a fair fight.
  • BB
    Blair B.
    27 March 2020 @ 02:42
    Hi, I am a plus member. I only get a black box when clicking on the link. Am I doing something wrong?
    • Wi
      Will i.
      27 March 2020 @ 16:51
      try using a different browser, I had the same issue on firefox, login on google chrome browser and was able to see the pdf. good luck.
    • RY
      Ron Y.
      27 March 2020 @ 04:56
      Me, too. I am a Plus member and I get the same black box you report getting. Can someone fix this glitch?
  • JW
    JW2 W.
    27 March 2020 @ 07:28
    The energy sector is really interesting, whether you take a political, economic or investment point of view. Warren and 'Kuppy' have outlined some very interesting investment opps (tankers, beaten up but high value stocks) plus they have a good feel for the other dynamics. Enjoy reading watching their pov. One video that did not age very well recently was Mark Gordon's (Ascent Oil Fund) Jan 10 video where he made what I thought was a very compelling case for an oil supply shortage ! This was earlier in the year and he said this would play out over 6 months (June/July). The dynamics sure changed !
  • JG
    John G.
    5 April 2020 @ 02:22
    Warren was awesome. I would love to have regular updates. His recommendations were spot on in retrospect. Thank you for a great interview.