In an exclusive "Hedgeye Investing Summit" interview between MacKenzie Davis, Founder & Managing Partner of SailingStone Capital Partners, and Hedgeye CEO Keith McCullough, MacKenzie discusses topics including net zero, mining and metals, and the Energy Transition.
MacKenzie Davis joins Keith McCullough for an exclusive interview at the Hedgeye Investing Summit
In an exclusive "Hedgeye Investing Summit" interview, MacKenzie Davis, Founder & Managing Partner of SailingStone Capital Partners, discusses net zero, mining, metals, and the Energy Transition with Hedgeye CEO Keith McCullough.
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As COP29 unfolds, oil giants shift focus to core fossil fuels, scaling back renewables; explore insights from Dan Pickering on market dynamics.
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Explore PEP’s review of 2024’s top predicted global market trends, assessing hits, surprises, and their impact on energy investments.
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It has been a busy five weeks since the start of October…
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Dan Pickering joins experienced transactional attorney Gabriel Salinas in the latest issue of NAPE magazine to share their insights on the current landscape of energy investments and their expectations for its future.
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The shale revolution’s promises remain mixed; learn how evolved business models could drive higher returns and reshape investor expectations.
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Things are complicated in the oil and gas world these days.
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Explore how the November election’s outcomes could reshape energy, with Dan Pickering detailing key issues like regulations, permits, and industry oversight.
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Daniel Romito of Pickering Energy Partners examines the challenges of achieving net zero and the vital role of accurate data in driving energy investment.
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Dan Romito of Pickering Energy Partners discusses how generative AI will drive LNG growth across Europe in LNG Industry’s October issue.
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Despite Middle East tensions, oil prices remain stable due to high U.S. production, acting as a cushion in a balanced global market, says Dan Pickering.
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Talos Energy adopts a ‘poison pill’ to limit investor control, protecting long-term interests amidst major transitions, including a $148M business sale.
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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.
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Dan Pickering joins CNBC to discuss oil majors’ slow decarbonization and the impact of energy prices on the U.S. presidential race.
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Sentiment on oil markets weakened during August. Price will either be decent (WTI in the $70’s to low $80’s) or poor ($60’s or worse) with OPEC being the key swing variable.
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Oil market complexity took a step function higher during July and early August. Although not at red-alert levels, downside risks are probably the highest they’ve been YTD.
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