Commentary
The latest from PEP: updates, reports, analysis, and so much more.
Regaining Control of the Energy Narrative: The Top 15 Anticipated ESG-Related Considerations That Will Influence Strategy in 2023
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October 2022 – Commentary from Dan Pickering
Payback. October was a strong recovery month for risk assets, with energy extending its YTD outperformance. The energy environment remains simultaneously simple and incredibly nuanced…
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SailingStone Third Quarter 2022 Commentary
A lot has been written about inflation lately. And, while we are reluctant to add to the growing discourse on this topic, since much of it, unfortunately, has not been terribly additive to the existing understanding of the many factors that impact price levels, we feel compelled to do so given our expertise in the natural resource sector and our extensive research into 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.