Investments

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.

Advisory

Energy Transition Leaders to Provide Strategic Guidance, Insight and Ambassadorship

Investments

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…

Investments

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.

Investments

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.

Investments

Latest Rio Tinto Offer Remains Disappointing to Minority Shareholders

Investments

In their second open letter to TRQ Independent Directors this year, SailingStone applauds their decision to reject Rio Tinto’s offer highlighting long-time concerns of minority owners.

Investments

Reflecting on the recent passage of the Inflation Reduction Act, Dan Pickering joins CNBC’s Worldwide Exchange to discuss what the legislation will mean for the clean energy landscape and for renewable energy investors.

Investments

In light of OPEC+ agreeing to a small increase to its oil output, Dan Pickering joins CNBC Asia to share his thoughts. He predicts that this will be a drop in the bucket in the global market and that we’ll be focused instead on the economy in recession, Russia, and the stopping of the SPR inventory release in the U.S. Watch for more.

Investments

Q2 2022

As we have discussed for the past few quarters, rising rates, base effects, and far more persistent inflationary headwinds – the hangover from super stimulated monetary conditions post-COVID – are pressuring global economic activity and with it, asset prices. Unfortunately, we don’t think that we are out of the woods yet, as central banks remain behind the curve with both structural (higher long-term commodity prices, the impact of regionalizing supply chains) and cyclical (labor availability, inventory shortages) factors weighing down the outlook for growth and increasing the cost of capital. Despite the associated market volatility, several dynamics are playing out which, perhaps counterintuitively, are increasing our conviction that the next five to ten years should be extremely prospective for a select group of real assets.

Investments

Targeting $300 Million of Capital Deployment in the Permian Basin

Over the next two years, PEP Development will focus on deploying at least $300 million of equity capital alongside highly experienced public and private operating companies in the Permian Basin.

Investments

Well, that deteriorated quickly. June was a terrible month for energy stocks. While the S&P 500 was dismal at -8.4%, energy was worse with Diversified Energy dropping -17.4% (S&P 1500 Energy, S15ENRS). When parsing through the events of June, it is like watching a familiar scary movie. We’ve seen it several times, we know the twists and turns and we know the flaws in the plot. But it’s still scary…

Consulting

In March 2022, the SEC proposed rules to enhance and standardize climate-related disclosures to investors. The proposal modeled recommendations off TCFD, lending regulatory firepower to the framework. Over 2,600 organizations globally support the TCFD’s recommendations, including over 1,000 financial institutions with aggregate assets under management of $194 trillion. To understand how companies are implementing TCFD’s recommendations, Pickering Energy Partners’ ESG Consulting team (we) gathered the publicly available ESG disclosures of the 64 S&P 1500 Energy Companies. These disclosures included ESG websites, ESG reports, and TCFD reports. We leveraged natural language processing and machine learning algorithms to understand the metrics and topics disclosed and the frameworks referenced. We then layered in data relating to third-party ESG ratings and scores, accessed through Bloomberg.