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June 2021 – Monthly Commentary from Dan Pickering

June 2021

June was another solid month for the stock market, the oil market, the gas market and energy stocks.

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The Rise Of The EV

The future is now, and electric vehicles are the new frontier

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. While ESG is creating a rise in demand, lower battery costs, and improved charging infrastructure, the surge in popularity also comes from the promise of a higher quality vehicle.

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May 2021 – Monthly Commentary from Dan Pickering

May 2021

Evidently the oilpatch loves “May flowers” as all energy indices meaningfully outpaced the S&P500 during the month.

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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!

Sep 30, 2021

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!

Sep 29, 2021

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.

Sep 8, 2021