Insights and Commentary

Pickering Energy Partners is committed to serving as a key source for your energy news across the industry, providing you with up-to-date insights and market commentary on a regular basis.


“Marching ahead (pun intended). After a very strong February, energy mostly scratched out additional gains in March. Diversified Energy added +2.7% (S&P1500 Energy, S15ENRS), while Midstream led the pack at +6.9% (AMZ), E&P added +1.0% (XOP) and Oilfield Services fell -4.8% (OIH). The S&P500 advanced +4.2%, front month WTI crude softened -3.8% (~$59.20/bbl) and front month Henry Hub natural gas dropped -6.0% (~$2.60/mcf).

The oil macro continues to be dominated by OPEC actions. The cartel, in particular Saudi Arabia, is managing the market artfully. In early March, OPEC++ extended their cuts for another month, while granting Russia and Kazakhstan a small increase – generally keeping everyone happy…”

To read all of the insights from Dan’s most recent monthly commentary on the energy market, please fill out the form below.


To read more from Dan Pickering on the Value Over Volume approach and how today’s economy impacts the energy industry, please fill out the form below.

Follow Dan on Twitter for more commentary and to stay up-to-date on what’s happening in the industry.