.webp)
If it ain’t broke, don’t fix it. May 2022 was another excellent month for energy. The S&P 500 was dead flat for the month (+0.0%), while Diversified Energy added +14.8% (S&P 1500 Energy, S15ENRS).
Well, that deteriorated quickly. June was a terrible month for energy stocks. While the S&P 500 was dismal at -8.4%, energy was worse with Diversified Energy dropping -17.4% (S&P 1500 Energy, S15ENRS). When parsing through the events of June, it is l
As Europe and the rest of the world sanction Russia, Dan Pickering predicts that we’ll see countries like Saudi Arabia and the UAE start to step up. Watch for his take on demand destruction and the Biden Administration’s trip to Saudi Arabia on CNBC.
As the energy industry continues to see high demand and tight supply markets, at what point do we reach demand destruction? Dan Pickering shares his thoughts about natural gas prices with Kelly Evans on CNBC’s The Exchange.
April 2022 saw energy as the best house in a bad neighborhood. The story in April was the awful financial markets, the worst equity performance in years or decades depending on which index you assess.
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
The Biden Administration must balance energy security amid the war in Ukraine while lowering gas prices before midterm elections. How will their decisions impact the market this year and beyond? Watch Dan Pickering on CNBC to get his take.
Dan Pickering discusses the potential market implications of President Biden's Strategic Petroleum Reserve (SPR) release, analyzing its impact on oil prices and the broader energy sector.
Newton’s First Law of Motion says an object in motion tends to stay in motion, unless acted on by a force. There were many forces in the energy markets during March 2022, but energy stocks clearly stayed in motion.
The United States is looking to draw a record amount of oil from emergency reserves. How will this affect demand – and how are investors responding? Dan Pickering discusses his predictions on CNBC’s The Exchange with Kelly Evans.
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.
On CNBC’s Market Rally, Dan Pickering discusses what he calls “normal volatility in a very abnormal time.” Watch for his take on the need for more trustworthy oil sources in the next three to five years.
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.
Facing energy insecurity and high oil prices, the U.S. weighs solutions while geopolitical tensions rise. Dan Pickering joins Sonali Basak on Bloomberg to discuss what it’ll take for the U.S. to offset global dependence on Russia’s oil supply.
February was a good month for energy stocks, but most importantly, it will wind up being viewed as strategically significant for energy markets and energy investors.