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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.

October 2022 – Commentary from Dan Pickering

Payback. October was a strong recovery month for risk assets, with energy extending its YTD outperformance. The energy environment remains simultaneously simple and incredibly nuanced…

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SailingStone Third Quarter 2022 Commentary

A lot has been written about inflation lately. And, while we are reluctant to add to the growing discourse on this topic, since much of it, unfortunately, has not been terribly additive to the existing understanding of the many factors that impact price levels, we feel compelled to do so given our expertise in the natural resource sector and our extensive research into the energy transition.

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Pickering Energy Partners Expands Energy Transition Expertise with New Director of Technical Resources

Firm Helps Clients Determine Viability of Hydrogen and Other Carbon Mitigation Investments with Scientific Expertise

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September 2022 – Commentary from Dan Pickering

The world is as complicated and nuanced as we have seen in our career. On the macro front, we have global inflation, sticky US employment and a strong dollar, central banks raising rates around the world, the remnants of the pandemic in China, a European energy crisis, sickly equity markets, sickly debt markets and an escalating conflict between Russia and Ukraine…

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MERGE Electric Fleet Solutions announces a new pilot program in the Permian Basin area

MERGE is launching pilot programs in the Permian - offering two Ford Lightnings for 31 days and a fleet assessment to oilpatch customers.

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Dan Pickering Weighs in on OPEC+ Production Cuts

Following the OPEC+ decision to cut oil production by 2 million barrels per day, Dan joins CNBC to discuss when and how this might affect the global energy market and U.S. consumers.

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Dan Pickering Shares Energy Sector Outlook on CNBC

With OPEC+ scheduled to meet on Wednesday and consider a potential production cut, Dan Pickering discusses his predictions for energy inflation on CNBC’s Street Signs Asia.

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Dan Pickering Talks Energy Trends on CNBC

Amidst fears of a recession, Dan Pickering joins CNBC’s The Exchange to discuss what he has on his radar in the energy space – such as oil demand and prices, inventory data, and expectations for Europe.

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Pickering Energy Partners Announces Energy Transition Advisory Board

Energy Transition Leaders to Provide Strategic Guidance, Insight and Ambassadorship

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A colorful neural network

 August 2022 – Commentary from Dan Pickering

August was anything but a boring summer month. The macro dance continued as the main driver of oil markets. US Federal Reserve Chairman Powell’s speech put a damper on sentiment and heightened fears of recession and slower energy demand…

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Accelerating the Energy Transition Requires Bridge Building

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SAILINGSTONE SHALE 2.0 Happy Five-Year Anniversary

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A colorful neural network

Dan Pickering Weighs in on the European Energy Crisis

Dan Pickering joins CNBC’s The Exchange – along with Rapidan Energy Group’s Bob McNally – to share his take on Russian sanctions on European energy supplies and what it means for the global energy landscape.

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Dan Pickering Discusses Oil Markets on CNBC

In light of OPEC+’s recent decision to implement a small production cut, Dan Pickering joins CNBC’s Street Signs Asia to share his thoughts on oil price caps, supply and demand trends, and his predictions on Russia.

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SailingStone Statement on Turquoise Hill Special Committee Approval of Rio Tinto Offer

Latest Rio Tinto Offer Remains Disappointing to Minority Shareholders

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