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Q2 PEP Talk: Oil, Inflation, and the Future of US Shale

In this Pickering Energy Partners (PEP) quarterly webinar series, SailingStone Capital Partners tap into the "PEP Energy Brain" to explore trends and opportunities in the energy sector.

SailingStone First Quarter 2023 Commentary

In their First Quarter 2023 Commentary, SailingStone addresses the structural challenges that persist as concerns about inflation have waned, the relationship between oil and inflation, and the implications of a maturing US shale oil industry.

SailingStone Fourth Quarter 2022 Commentary

In their fourth quarter commentary, the SailingStone team provides a recap of the four key themes they were focused on during 2022, how those themes have played out and the five themes they are watching for 2023.

February 8, 2023

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 pr

November 9, 2022

SAILINGSTONE SHALE 2.0 Happy Five-Year Anniversary

Happy anniversary from us at SailingStone!

September 7, 2022

SailingStone Statement on Turquoise Hill Special Committee Approval of Rio Tinto Offer

Latest Rio Tinto Offer Remains Disappointing to Minority Shareholders

September 2, 2022

SailingStone Applauds Turquoise Hill Response to Rio Tinto’s Offer

In their second open letter to TRQ Independent Directors this year, SailingStone applauds their decision to reject Rio Tinto’s offer highlighting long-time concerns of minority owners.

August 16, 2022

Global Natural Resources and Energy Transition Q2 2022

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, asse

Global Natural Resources and Energy Transition Q1 2022

Increased awareness of the constraints and physical realities of our collective efforts to both expand and decarbonize the world’s energy systems is a prerequisite to creating the policy and investment climate necessary for success. The next step is

An Open Letter from SailingStone Capital Partners to Turquoise Hill’s Independent Directors

Houston, Texas, March 15, 2022 (BusinessWire) – SailingStone Capital Partners, a long-time owner of Turquoise Hill Resources Ltd. (TSX:TRQ) (NYSE:TRQ), has delivered the attached letter to the Turquoise Hill Independent Directors.

The Case for Capital Discipline... And Sound Energy Policy

Commodity price spikes are almost always the result of supply shocks that are caused by geopolitical events (i.e. – wars and trade wars) or natural disasters. They are, in a word, unsustainable.

Energy Transition Implications from the Russian/Ukrainian Conflict

recent events increase the likelihood of stagflation, an outcome we believed was already probable given the consequences of prolonged capital constraints on new supply, the material requirements of the Energy Transition and the post-stimulus hangover

February 25, 2022

Global Natural Resources Q4 2021

2021 has been a remarkable year for all things Energy Transition. There has been a litany of promising advancements in areas such as grid-scale energy storage systems (“ESS”) and EV penetration rates which are running well ahead of even the most aggr

January 18, 2022

Renewable Constraints

We cannot wait until the world’s economy is powered entirely by renewables, if that is even possible; we need to mitigate greenhouse gas emissions right now.

January 11, 2022

Inconvenient Truths

An analysis of the real-world implications of the Energy Transition with a focus on the opportunities and challenges facing capital allocators and policy makers.

October 20, 2021

Inflation & The Energy Transition

The COVID pandemic, and the response of governments and central banks around the world, have engendered an on-going debate about the outlook for inflation. Transitory or perhaps a bit stickier?

September 2, 2021

Global Natural Resources Commentary Q2 2021

Global Natural Resources Commentary Q1 2021

Commodity markets continue to heal, as evidenced by falling inventories across most products.

Global Natural Resources Commentary Q4 2020

Just over 25 years ago, Andy Pilara started a mutual fund that is the forebearer of the SailingStone Global Natural Resource strategy.

January 15, 2021

Global Natural Resources Commentary Q3 2020

The commodity markets continue to heal, despite an extremely volatile economic and geopolitical backdrop.

October 16, 2020

Global Natural Resources Commentary Q2 2020

The dislocations created by COVID-19 and the subsequent global economic shutdown have scarred countries and communities around the globe.

Global Natural Resources Commentary Q1 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 Americ

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