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Celebrating 20 years of PEP’s energy expertise, offering investment, banking, consulting, and research solutions in both traditional and renewable sectors.
Blah. Energy indices were generally lower during June. The oil macro is grinding forward with mostly status quo dynamics.
Pickering Energy Partners expands its Investment Banking practice with the addition of a team led by former Barclays Managing Directors Robyn Underwood and Jason Kivett, bolstering their expertise in traditional oil and gas and further enhancing their capabilities in M&A advisory and capital raising.
Another nice month for energy. Oil’s rally was strong, but most interestingly, it was quiet…
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.
May 2023 was another ugly month for the energy sector on an absolute and relative basis. We recently talked about liking oil markets more than the stock market. This is still true, but the stock market is working and oil markets are not…
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.
In the face of uncertainty, we fall back to our long-held belief that oil supply is restrained and any demand problems will be moderate, not severe.
Dan Pickering, CIO of Pickering Energy Partners, highlights that "Energy fundamentals look better than energy prices right now" as he discusses the energy sector pullback, cash-flow levels, and growth opportunities in top energy names on CNBC's 'The Exchange.'
Dan Pickering talks about the crude oil markets on CNBC's Street Signs Asia, noting that while supply and demand fundamentals are strong, market sentiment remains nervous.
A report highlighting key factors for reducing risk in carbon sequestration project development.
Underneath the collapse of Silicon Valley bank and the resulting fears of a financial/banking crises, March’s stock market remained about the tug-of-war between the economy and interest rates...
U.S. Energy companies must communicate non-fundamental trends to retake their investment narrative amidst outdated ESG rating methodologies
Pickering Energy Partners acted as co-manager on the $324 million initial public offering of Class A common stock for Atlas Energy Solutions Inc., underscoring their role as trusted advisors in the energy sector.
Two years into Value over Volume, most US upstream players have adopted similar mantras which de-emphasize production growth and have a strong commitment to returning capital to shareholders…