Commentary
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Global Natural Resources Commentary
First Quarter 2020
Each quarter, the Dallas Fed publishes a survey of U.S.E&P and oil service companies. While the data is informative, the “Comments” section is often more insightful. Amidst COVID-19 projections and calls for government intervention to “protect America’s energy independence”, two observations stood out as being particularly on-point in the just-released first quarter survey. We have no clue what to say about oil and gas prices.
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Are We in an Energy Transition?
Pickering Energy Partners is your go-to source to see where the future of energy is headed
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.
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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.