Commentary
The latest from PEP: updates, reports, analysis, and so much more.
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. Watch his full interview with CNBC’s The Exchange for more.
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Pickering Energy Partners Announces Strategic Partnership to Acquire and Develop Permian Oil and Gas Assets
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.
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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 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…
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A big CNBC energy powwow will go down at 1:30pm ET this afternoon with @KellyCNBC, @CroftHelima & @GinaVSanchez. We'll tackle everything from commodity prices to renewables. Toughest question - will there be an #EFT shoutout and #FridayNightRollCall invite?!?!? Join us!
Eyecatching: What's it take to sell $500+MM of an energy stock overnight? $5+/mcf natty and a 9% discount to the last trade $EQT. 6 months ago that would've been 20% in the hole..relatively better. Will be on CNBC tomorrow around 1:30pm ET to talk energy..should be fun!
Biden says US power to 45% solar by 2050. Will say this many times about goals like this announcement & NetZero 2050. Aspirational, not practical. $ trillions will be spent trying to get there. Moving that direction EFFICIENTLY is hugely critical..and hugely valuable.