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Dan Pickering Talks Clean Energy on CNBC
Reflecting on the recent passage of the Inflation Reduction Act, Dan Pickering joins CNBC’s Worldwide Exchange to discuss what the legislation will mean for the clean energy landscape and for renewable energy investors.Read More
Dan Pickering Discusses Global Oil Market on CNBC
In light of OPEC+ agreeing to a small increase to its oil output, Dan Pickering joins CNBC Asia to share his thoughts. He predicts that this will be a drop in the bucket in the global market and that we’ll be focused instead on the economy in recession, Russia, and the stopping of the SPR inventory release in the U.S. Watch for more.Read More
Global Natural Resources and Energy Transition
As we have discussed for the past few quarters, rising rates, base effects, and far more persistent inflationary headwinds – the hangover from super stimulated monetary conditions post-COVID – are pressuring global economic activity and with it, asset prices. Unfortunately, we don’t think that we are out of the woods yet, as central banks remain behind the curve with both structural (higher long-term commodity prices, the impact of regionalizing supply chains) and cyclical (labor availability, inventory shortages) factors weighing down the outlook for growth and increasing the cost of capital. Despite the associated market volatility, several dynamics are playing out which, perhaps counterintuitively, are increasing our conviction that the next five to ten years should be extremely prospective for a select group of real assets.Read 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!