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Pickering Energy Partners Acted as Co-Manager on Atlas Energy Solutions’ IPO
Industries
December 19, 2022
Pickering Energy Partners Acted as Co-Manager to Permian Resources
Industries
December 19, 2022
SailingStone Year End 2023 Commentary
In their Year End 2023 Commentary, the SailingStone team explores the future of decarbonization and identifies investment opportunities within.
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December 19, 2022
May 2023 – Commentary from Dan Pickering
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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December 19, 2022
April 2023 – Commentary from Dan Pickering
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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December 19, 2022
March 2023 – Commentary from Dan Pickering
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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December 19, 2022
February 2023 – Commentary from Dan Pickering
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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December 19, 2022
2022-2023 PEP Macro Outlook from Dan Pickering
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December 19, 2022
Dan Pickering Discusses Oil Companies Slowing Pivot to Renewables on NPR
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December 19, 2022
January 2023 – Commentary from Dan Pickering
Now that’s how you start a year. January saw the stock market explode out of the gates with the S&P500 rallying +6.3% and the Nasdaq Composite jumping +10.7%...
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December 19, 2022
Dan Pickering Talks Stock Opportunities
Dan Pickering shares his outlook for energy stocks – alongside Energy Aspects’ Amrita Sen – on CNBC’s The Exchange.
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December 19, 2022
December 2022 – Commentary from Dan Pickering
Going forward, our quarter-end commentaries will include an additional "Decarbonization / Energy Transition" commentary from Dan in addition to his "Traditional Energy" commentary. We hope you enjoy our first iteration including both topics.
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December 19, 2022
Dan Pickering Discusses Energy Stocks on CNBC
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December 19, 2022
Dan Pickering Talks 2023 Energy Markets
With the start of a new year, Dan Pickering joins CNBC’s Squawk Box Asia to share his energy market outlook and price predictions for 2023.
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December 19, 2022
November 2022 – Commentary from Dan Pickering
November was a generally sidewise month for energy while the S&P500 enjoyed a bear market rally...
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December 19, 2022
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 s
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December 19, 2022
Dan Pickering Talks Oil Majors’ Earnings on CNBC
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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December 19, 2022
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 Eur
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December 19, 2022
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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December 19, 2022
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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December 19, 2022
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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December 19, 2022
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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December 19, 2022
Pickering Energy Partners Announces Energy Transition Advisory Board
Energy Transition Leaders to Provide Strategic Guidance, Insight and Ambassadorship
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December 19, 2022
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
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December 19, 2022
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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December 19, 2022
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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December 19, 2022
Dan Pickering Talks Clean Energy on CNBC
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.
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December 19, 2022
Dan Pickering Discusses Global Oil Market on CNBC
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 recessi
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December 19, 2022
July 2022 – Commentary from Dan Pickering
Better. July saw a bounce in risk assets with the S&P500 jumping +9.1% and energy generally outperforming. There were no particular fundamental epiphanies in the crude oil markets during July. The commodity traded in line with other risk assets, gene
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December 19, 2022
Dan Pickering Weighs in on Oil and Natural Gas Prices
Looking at the U.S. compared to Europe, Dan Pickering discusses the current market’s impact on natural gas and oil prices. He predicts that gas likely has more favorable 15-year trends, but that both oil and gas stocks make sense in the near term. Wa
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December 19, 2022
Pickering Energy Partners Announces Strategic Partnership to Acquire and Develop Permian Oil and Gas Assets
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.
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December 19, 2022
June 2022 – Commentary from Dan Pickering
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 l
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December 19, 2022
Dan Pickering Talks Biden’s Proposal to Suspend the Federal Gas Tax
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 gasoli
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December 19, 2022
Dan Pickering Joins CNBC to Discuss Gas Prices and Energy Stocks
In his latest thoughts on gas prices, Dan Pickering predicts that even if oil prices continue to go up, it’s unlikely that we’ll see gasoline prices push upward at the same pace. Watch the full CNBC interview for his take on China’s impact on the oil
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December 19, 2022
May 2022 – Commentary from Dan Pickering
If it ain’t broke, don’t fix it. May 2022 was another excellent month for energy. The S&P 500 was dead flat for the month (+0.0%), while Diversified Energy added +14.8% (S&P 1500 Energy, S15ENRS).
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December 19, 2022
Dan Pickering Talks Russia’s Declining Relevance to OPEC
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.
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December 19, 2022
Dan Pickering Discusses High Gas Prices on CNBC
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.
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December 19, 2022
April 2022 – Commentary from Dan Pickering
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.
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December 19, 2022
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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December 19, 2022
Dan Pickering Predicts Impact of Biden's SPR Release
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December 19, 2022
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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December 19, 2022
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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December 19, 2022
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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December 19, 2022
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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December 19, 2022
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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December 19, 2022
Russian/Ukrainian Conflict and the Market Impact | Commentary from Dan Pickering
How will the Russian/Ukrainian conflict affect the energy market?
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December 19, 2022
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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December 19, 2022
2021-2022 PEP Macro Outlook from Dan Pickering
2021-2022 Summary
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December 19, 2022
January 2022 - Monthly Commentary from Dan Pickering
Thinking about stocks, the chickens came home to roost in January. Rising interest rates and tightening commentary from the Federal Reserve sparked a meaningful downdraft by the major stock indices.
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December 19, 2022
Dan Pickering Advises Oil Stocks to Watch on CNBC's The Exchange
Oil stocks are up more than 15 percent. Dan Pickering covers the best stocks to keep an eye on right now – and why he predicts demand will improve – with Kelly Evans on CNBC’s The Exchange.
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December 19, 2022
December 2021 - Monthly Commentary from Dan Pickering
December was an OK finish to a very good year.
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December 19, 2022
Dan Pickering Discusses Oil Supply and Demand on CNBC
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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December 19, 2022
Merge Completes Series A Funding, Continuing Pickering Energy Partners’ Leadership in Energy Transition
Series A financing to accelerate market growth for PEP-backed fleet electrification solutions firm.
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December 19, 2022
November 2021 - Monthly Commentary from Dan Pickering
November was generally a bust across the market, but energy was worse.
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December 19, 2022
October 2021 - Monthly Commentary from Dan Pickering
Decent back-to-back months. October was another good period for energy.
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December 19, 2022
September 2021 - Monthly Commentary from Dan Pickering
A September to remember. Energy had a strong month while overall markets were lackluster/weak.
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December 19, 2022
August 2021 - Monthly Commentary from Dan Pickering
August was a flattish month overall for energy, but there was plenty of activity beneath the surface.
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December 19, 2022
June 2021 - Monthly Commentary from Dan Pickering
June was another solid month for the stock market, the oil market, the gas market and energy stocks.
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December 19, 2022
May 2021 - Monthly Commentary from Dan Pickering
Evidently the oilpatch loves “May flowers” as all energy indices meaningfully outpaced the S&P500 during the month.
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December 19, 2022
April 2021 - Monthly Commentary from Dan Pickering
Energy was flat/mixed during April.
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December 19, 2022
March 2021 - Monthly Commentary from Dan Pickering
After a very strong February, energy mostly scratched out additional gains in March.
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December 19, 2022
January 2021 - Monthly Commentary from Dan Pickering
After years in the doghouse, energy has been leading the stock market for the past few months.
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December 19, 2022
July 2021 - Monthly Commentary from Dan Pickering
July was a soggy month for energy.
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December 19, 2022
Kevin MacCurdy provides market insights as US oil majors trade at a huge premium to European rivals
Bloomberg News
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December 19, 2022
Kevin MacCurdy discusses factors supporting oil prices amidst geopolitical events in the Middle East
Midland Reporter-Telegram
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December 19, 2022
CO₂ Sequestration Checklist: Criteria for Carbon Sequestration Project Success
A report highlighting key factors for reducing risk in carbon sequestration project development.
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December 19, 2022
Energy Transition Handbook
A reference guide to all aspects of the Energy Transition space
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December 19, 2022
Hydrogenated
A deep dive into the market perspective of a new technology and the rising interest in Hydrogen
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December 19, 2022
Pickering Energy Partners Announces Its 2023 Outlook
PEP Research Team Reports Energy Cycle Has Just Begun
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December 19, 2022
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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December 19, 2022
Pickering Energy Partners, Heikkinen Energy Advisors Merge to Form PEP Insights
Pickering Energy Partners (PEP), a Houston-based energy financial services firm, today announced a merger with Heikkinen Energy Advisors
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December 19, 2022
Are We in an Energy Transition?
Today, we’re improving, expanding, and redefining the way that we power our world through energy. Our ever-evolving relationship with energy spans millions of years and our society will always look for ways to maximize resources and energy outputs. W
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December 19, 2022
Navigating the Shifting ESG Landscape: Key Insights from 2023
PEP’s ESG retrospective of 2023 reviews the challenges presented throughout the year and provides insight into trends that will shape the trajectory going into 2024.
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December 19, 2022
Market Dynamics Driving Consolidation within the Energy Sector
Energy Workforce & Technology Council
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December 19, 2022
How the Impending Regulatory Overhaul in the Financial Sector Adversely Impacts the Energy Space
Amid the changing ESG landscape, hydrocarbon industries face anti-fossil fuel pressures via shareholder activism, regulations, and insurance changes.
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December 19, 2022
Introducing the “Technergy” ESG Reporting Strategy
In the Harvard Law School Forum on Corporate Governance, Dan Romito highlights a sector bias in ESG scoring...
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December 19, 2022
Outlining How the US Energy Space Retakes Their Best-In-Class Narrative
U.S. Energy companies must communicate non-fundamental trends to retake their investment narrative amidst outdated ESG rating methodologies
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December 19, 2022
Pickering Energy Partners Advised NeuVentus Management on Capital Raise and Project Development
Newly Established Platform Focuses on Clean Hydrogen Transportation and Storage
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December 19, 2022
Proxy Voting in 2023: Preparing For A New Wave of ESG Engagement
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December 19, 2022
Regaining Control of the Energy Narrative: The Top 15 Anticipated ESG-Related Considerations That Will Influence Strategy in 2023
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December 19, 2022
Accelerating the Energy Transition Requires Bridge Building
“We will chase perfection, and we will chase it relentlessly, knowing all the while we can never attain it. But along the way, we shall catch excellence.” – Vince Lombardi
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December 19, 2022
The Path to TCFD Implementation for Energy Companies
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.
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December 19, 2022
Top ESG Considerations for 2022
The ESG journey is difficult to navigate and is becoming increasingly complex. This complexity has now crept into the entire spectrum of the capital markets and influences access to new investors, but maintenance of existing as well.
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December 19, 2022
New Year, New Outlook
Today’s environment brings unprecedented complexity to the energy markets. While volatility is par for the course in the energy industry, 2020 showed us just how tumultuous the market could be.
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December 19, 2022
Connecting the Dots: Breaking the ESG Code
The pursuit of long-term capital can often feel like a continual attempt at deciphering a never-ending array of complex codes.
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December 19, 2022
The Rise Of The EV
EVs are taking over the roads, and they are here to stay. What started as a market for early adopters and technophiles has transitioned to mass adoption from businesses and the general public.
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December 19, 2022
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Pickering Energy Partners Acted as Co-Manager to Helix Energy Solutions Group, Inc.
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December 19, 2022
Pickering Energy Partners Picks Up Top Energy Investment Banking Team From Bulge Bracket Firm
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December 19, 2022
Pickering Energy Partners Acted as Co-Manager on Atlas Energy Solutions’ IPO
Industries
December 19, 2022
Pickering Energy Partners Acted as Co-Manager to Permian Resources
Industries
December 19, 2022
Pickering Energy Partners Expands Energy Transition Expertise with Seasoned Investment Banker
PEP Enhances Capabilities for Companies Focused on Decarbonization and Sustainability Providing Strategic Advice and Capital Markets Assistance
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December 19, 2022
Pickering Energy Partners Acted as Co-Manager to Cactus, Inc.
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December 19, 2022
Pickering Energy Partners Launches Energy Transition Advisory
Pickering Energy Partners (PEP), a Houston-based energy financial services firm, recently launched its Energy Transition Advisory practice, which will build upon the momentum of PEP’s other offerings – including the growing market intelligence busine
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December 19, 2022
Pickering Energy Partners Hires Jason Martinez to Lead Energy Transition Advisory Practice
Martinez brings more than 25 years of energy industry experience to Energy Transition Advisory.
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December 19, 2022
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