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PEP has deployed over $15.5 billion in capital across all energy subsectors and tracked over 350+ energy firms in the investment universe. Our team has over 500+ years of combined knowledge, expertise, and experience inside the world of technology, energy, mobility. Our connections span the entire energy landscape and integrate learnings from the perspectives of investors, analysts, consultants, and advisors. At PEP, we’re Inside Energy.

Global Natural Resources and Energy Transition Q1 2022

Increased awareness of the constraints and physical realities of our collective efforts to both expand and decarbonize the world’s energy systems is a prerequisite to creating the policy and investment climate necessary for success. The next step is to move beyond spreadsheets and soapboxes and start figuring out how to capitalize responsibly sourced raw materials, infrastructure projects, and energy solutions so that economic crises do not become humanitarian ones.

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Dan Pickering Talks Energy Security and Pricing Volatility on CNBC

The Biden Administration must balance energy security amid the war in Ukraine while lowering gas prices before midterm elections. How will their decisions impact the market this year and beyond? Watch Dan Pickering on CNBC to get his take.

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Dan Pickering Predicts Impact of Biden’s SPR Release

The SPR release is lowering oil prices as intended, but how does the refill of these reserves affect demand in the future? Dan Pickering joins Kelly Evans on CNBC's The Exchange to discuss.

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March 2022 – Commentary from Dan Pickering

Newton’s First Law of Motion says an object in motion tends to stay in motion, unless acted on by a force. There were many forces in the energy markets during March 2022, but energy stocks clearly stayed in motion.

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Dan Pickering Joins CNBC to Discuss Record-Breaking Release of Oil Reserves

The United States is looking to draw a record amount of oil from emergency reserves. How will this affect demand – and how are investors responding? Dan Pickering discusses his predictions on CNBC’s The Exchange with Kelly Evans.

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An Open Letter from SailingStone Capital Partners to Turquoise Hill’s Independent Directors

Houston, Texas, March 15, 2022 (BusinessWire) – SailingStone Capital Partners, a long-time owner of Turquoise Hill Resources Ltd. (TSX:TRQ) (NYSE:TRQ), has delivered the attached letter to the Turquoise Hill Independent Directors.

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Dan Pickering Explores Oil Supply Disruption on CNBC

On CNBC’s Market Rally, Dan Pickering discusses what he calls “normal volatility in a very abnormal time.” Watch for his take on the need for more trustworthy oil sources in the next three to five years.

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The Case for Capital Discipline… And Sound Energy Policy

Commentary from SailingStone Capital Partners

Commodity price spikes are almost always the result of supply shocks that are caused by geopolitical events (i.e. – wars and trade wars) or natural disasters. They are, in a word, unsustainable.

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Dan Pickering Sets Expectations for Solutions to Oil Price Increases

Facing energy insecurity and high oil prices, the U.S. weighs solutions while geopolitical tensions rise. Dan Pickering joins Sonali Basak on Bloomberg to discuss what it’ll take for the U.S. to offset global dependence on Russia’s oil supply.

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February 2022 – Commentary From Dan Pickering

February was a good month for energy stocks, but most importantly, it will wind up being viewed as strategically significant for energy markets and energy investors.

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Energy Transition Implications from the Russian/Ukrainian Conflict

Commentary from SailingStone Capital Partners

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Russian/Ukrainian Conflict and the Market Impact | Commentary from Dan Pickering

Commentary from Dan Pickering

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Dan Pickering Talks Oil Prices Amid Russia-Ukraine Tension

Dan Pickering joins Kelly Evans on CNBC’s The Exchange to discuss what the turmoil in Russia and the Ukraine mean for oil prices in the near- and long-term – and what the situation teaches us about the fragility of the hydrocarbon ecosystem.

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2021-2022 PEP Macro Outlook from Dan Pickering

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January 2022 – Monthly Commentary from Dan Pickering

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