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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.
Dan Pickering joins Brian Sullivan on CNBC’s The Exchange to discuss the implications of the recent rise in oil prices. Despite increased concerns around impacts from the energy transition, economy and policy outcomes, Dan anticipates oil demand imp
A detailed analysis of the evolving ESG and climate-related regulatory landscape, highlighting the increasing pressure on companies to enhance transparency, align with investor expectations, and proactively manage environmental and human capital risks amidst the growing influence of major asset managers like BlackRock, State Street, and Vanguard.
November was a generally sidewise month for energy while the S&P500 enjoyed a bear market rally...
Payback. October was a strong recovery month for risk assets, with energy extending its YTD outperformance. The energy environment remains s
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
Dan Pickering joins CNBC’s Squawk Box Asia to discuss recent earnings announcements and what it means for the energy investment landscape.
Firm Helps Clients Determine Viability of Hydrogen and Other Carbon Mitigation Investments with Scientific Expertise
The world is as complicated and nuanced as we have seen in our career. On the macro front, we have global inflation, sticky US employment and a strong dollar, central banks raising rates around the world, the remnants of the pandemic in China, a Eur
Following the OPEC+ decision to cut oil production by 2 million barrels per day, Dan joins CNBC to discuss when and how this might affect the global energy market and U.S. consumers.
With OPEC+ scheduled to meet on Wednesday and consider a potential production cut, Dan Pickering discusses his predictions for energy inflation on CNBC’s Street Signs Asia.
Amidst fears of a recession, Dan Pickering joins CNBC’s The Exchange to discuss what he has on his radar in the energy space – such as oil demand and prices, inventory data, and expectations for Europe.
Energy Transition Leaders to Provide Strategic Guidance, Insight and Ambassadorship
August was anything but a boring summer month. The macro dance continued as the main driver of oil markets. US Federal Reserve Chairman Powell’s speech put a damper on sentiment and heightened fears of recession
“We will chase perfection, and we will chase it relentlessly, knowing all the while we can never attain it. But along the way, we shall catch excellence.” – Vince Lombardi