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Dan
Pickering

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Chief Investment Officer

Dan Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP). PEP is a financial services firm focused on people-investments and Advice in the energy sector – both traditional oil and gas and energy transition. Prior to PEP, he served as the President of Tudor, Pickering, Holt & Co., and Chief Investment Officer of TPH Asset Management. He has spent 30 years as an Energy Portfolio Manager, people-researcher, and Analyst, first at Fidelity people-investments (where he managed ~$1 billion of energy sector funds), then as Head of people-research at Simmons & Company and as the founding partner of Tudor, Pickering, Holt & Co.

He currently serves as the Portfolio Manager of PEP’s energy equities strategy, is on the Investment Committee of PEP’s energy co-investment and private equity strategies and serves in various business development and oversight roles across the firm.

Dan is the Board Chair of Merge Electric Fleet Solutions and also serves on the Advisory Boards for the Houston CFA Society, Capital Creek Advisors, Dynamo Energy Hub, Midway Companies, as well as the Posse Foundation, the Board of Trustees for Texas Children’s Hospital and the Texas Children’s Hospital Foundation.

He holds a BS in Petroleum Engineering from the Missouri School of Science and Technology and an MBA from the University of Chicago.

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Blah. Energy indices were generally lower during June. The oil macro is grinding forward with mostly status quo dynamics.
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Another nice month for energy. Oil’s rally was strong, but most interestingly, it was quiet…
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May 2023 was another ugly month for the energy sector on an absolute and relative basis. We recently talked about liking oil markets more than the stock market. This is still true, but the stock market is working and oil markets are not…
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In the face of uncertainty, we fall back to our long-held belief that oil supply is restrained and any demand problems will be moderate, not severe.
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Dan Pickering, CIO of Pickering Energy Partners, highlights that "Energy fundamentals look better than energy prices right now" as he discusses the energy sector pullback, cash-flow levels, and growth opportunities in top energy names on CNBC's 'The Exchange.'
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Dan Pickering talks about the crude oil markets on CNBC's Street Signs Asia, noting that while supply and demand fundamentals are strong, market sentiment remains nervous.
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Underneath the collapse of Silicon Valley bank and the resulting fears of a financial/banking crises, March’s stock market remained about the tug-of-war between the economy and interest rates...
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Two years into Value over Volume, most US upstream players have adopted similar mantras which de-emphasize production growth and have a strong commitment to returning capital to shareholders…
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Dan Pickering joins Brian Sullivan on CNBC’s The Exchange to discuss the implications of the recent rise in oil prices. Despite increased concerns around impacts from the energy transition, economy and policy outcomes, Dan anticipates oil demand imp
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November was a generally sidewise month for energy while the S&P500 enjoyed a bear market rally...
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Payback. October was a strong recovery month for risk assets, with energy extending its YTD outperformance. The energy environment remains s
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Dan Pickering joins CNBC’s Squawk Box Asia to discuss recent earnings announcements and what it means for the energy investment landscape.
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Firm Helps Clients Determine Viability of Hydrogen and Other Carbon Mitigation Investments with Scientific Expertise
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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 Eur
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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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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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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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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

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