Investments

In light of President Biden’s proposal to suspend the federal gas tax for 90 days, Dan Pickering joins CNBC’s Power Lunch – alongside ClearView Energy’s Kevin Book – to share his thoughts about global supply and demand and potential impacts on gasoline prices.

Investments

If it ain’t broke, don’t fix it. May 2022 was another excellent month for energy. The S&P500 was dead flat for the month (+0.0%), while Diversified Energy added +14.8% (S&P 1500 Energy, S15ENRS). As US upstream companies and OPEC+ continue to exhibit capital/supply discipline, the macro story, both for energy and the global economy, remains the story…

Investments

As Europe and the rest of the world sanction Russia, Dan Pickering predicts that we’ll see countries like Saudi Arabia and the UAE start to step up. Watch for his take on demand destruction and the Biden Administration’s trip to Saudi Arabia on CNBC.

Investments

As the energy industry continues to see high demand and tight supply markets, at what point do we reach demand destruction? Dan Pickering shares his thoughts about natural gas prices with Kelly Evans on CNBC’s The Exchange.

Investments

April 2022 saw energy as the best house in a bad neighborhood. The story in April was the awful financial markets, the worst equity performance in years or decades depending on which index you assess. Of course, the market is reflecting the myriad of challenging macro datapoints including rising inflation and interest rates, supply chain bottlenecks, covid shutdowns in China and the ongoing Russia/Ukraine conflict.

Investments

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.

Investments

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.

Investments

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.

Investments

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.

Investments

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.

Investments

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.

Investments

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.

Investments

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.

Investments

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.

Investments

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.