Category: Uncategorized

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. Where we’ve been will help us see what comes next in the energy transition. At Pickering Energy…
Read more

Energy investment firm Pickering Energy Partners merges with SailingStone Capital Partners (Houston Business Journal)

SailingStone Capital Partners LLC and Pickering Energy Partners are joining forces and casting their gaze across natural resources businesses in public and private markets. For MacKenzie Davis, managing partner of SailingStone Capital Partners LLC, his company’s merger with Houston-based Pickering Energy Partners was a chance to practice what he and his team had been preaching.…
Read more

Energy Trends After the Texas Crisis

Dan joins CNBC’s Brian Sullivan to discuss where the energy industry needs to focus as we move past the recent energy crisis caused by extreme weather in Texas.

Pickering Energy Partners, SailingStone Capital Partners Merge to Form Leading Global Natural Resources Financial Services Firm

New partnership brings enhanced investment expertise in natural resources and the energy transition to PEP’s energy-focused financial services platform HOUSTON – Pickering Energy Partners (PEP), a Houston-based energy financial services firm, today announced a merger with SailingStone Capital Partners (SailingStone), an investment firm specializing in the global natural resources sector. The new partnership expands Pickering Energy…
Read more

The Energy Transition – Outlook and Implications for Upstream Commodities

“Tackling climate change is one of the world’s top priorities. In 2019, a survey of more than 30,000 people from 28 countries revealed that more than half believed climate change was “very” or “quite” likely to bring about the extinction of the human race. At the same time, it is widely acknowledged that energy access…
Read more

Energy Outlook Under a Biden Administration

Dan joins CNBC’s Brian Sullivan to discuss the new administration’s energy plan and the investment opportunities around it.

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. We’ve dealt with the fallout of the COVID-19 pandemic, OPEC price wars, a surge of bankruptcies across the industry, and everything in between. Even still, none of this is new: the pressures reshaping the energy…
Read more

Pickering Energy Partners and Electric Vehicle Infrastructure Industry Veteran, Glen Stancil, Announce Partnership

The relationship brings together decades of energy project finance and electric vehicle (EV) infrastructure experience to develop strategies for fleet electrification HOUSTON – Pickering Energy Partners (PEP), a Houston-based energy financial services firm, today announced a new partnership providing support for electrification of public and private vehicle fleets. The collaboration will build on the strong…
Read more

Don’t Blame COVID-19, Just Embrace Shale 2.0

“By now it should be abundantly clear that the current shale oil business model does not work – even for the very best companies in the industry. With oil prices below $30 per barrel again, for the second time in four years, and with share prices down at least 50-80% this year alone, the largest…
Read more

The Crucible Report – Separating Truth From Fiction In The Natural Gas Market

“Natural gas is everyone’s favorite commodity to hate. As recently as mid-October, natural gas prices had fallen 30% in 2019, and the stock prices of many natural gas producers are down between 50-80% for the year. No wonder they call natural gas “the widow maker.” Speculative positioning in the commodity and the stocks reflect a…
Read more