Commentary
The latest from PEP: updates, reports, analysis, and so much more.
Dan Pickering Talks Oil Majors’ Earnings on CNBC
Dan Pickering joins CNBC’s Squawk Box Asia to discuss recent earnings announcements and what it means for the energy investment landscape.
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Pickering Energy Partners Expands Energy Transition Expertise with New Director of Technical Resources
Firm Helps Clients Determine Viability of Hydrogen and Other Carbon Mitigation Investments with Scientific Expertise
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September 2022 – Commentary from Dan Pickering
The world is as complicated and nuanced as we have seen in our career. On the macro front, we have global inflation, sticky US employment and a strong dollar, central banks raising rates around the world, the remnants of the pandemic in China, a European energy crisis, sickly equity markets, sickly debt markets and an escalating conflict between Russia and Ukraine…
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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.