Commentary
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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. Over 2,600 organizations globally support the TCFD’s recommendations, including over 1,000 financial institutions with aggregate assets under management of $194 trillion. To understand how companies are implementing TCFD’s recommendations, Pickering Energy Partners’ ESG Consulting team (we) gathered the publicly available ESG disclosures of the 64 S&P 1500 Energy Companies. These disclosures included ESG websites, ESG reports, and TCFD reports. We leveraged natural language processing and machine learning algorithms to understand the metrics and topics disclosed and the frameworks referenced. We then layered in data relating to third-party ESG ratings and scores, accessed through Bloomberg.
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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 gasoline prices.
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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 market, energy stock prices, and more.
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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.