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Dan Pickering joins CNBC’s The Exchange – along with Rapidan Energy Group’s Bob McNally – to share his take on Russian sanctions on European energy supplies and what it means for the global energy landscape.
Happy anniversary from us at SailingStone!
In light of OPEC+’s recent decision to implement a small production cut, Dan Pickering joins CNBC’s Street Signs Asia to share his thoughts on oil price caps, supply and demand trends, and his predictions on Russia.
Latest Rio Tinto Offer Remains Disappointing to Minority Shareholders
In their second open letter to TRQ Independent Directors this year, SailingStone applauds their decision to reject Rio Tinto’s offer highlighting long-time concerns of minority owners.
Reflecting on the recent passage of the Inflation Reduction Act, Dan Pickering joins CNBC’s Worldwide Exchange to discuss what the legislation will mean for the clean energy landscape and for renewable energy investors.
In light of OPEC+ agreeing to a small increase to its oil output, Dan Pickering joins CNBC Asia to share his thoughts. He predicts that this will be a drop in the bucket in the global market and that we’ll be focused instead on the economy in recessi
Better. July saw a bounce in risk assets with the S&P500 jumping +9.1% and energy generally outperforming. There were no particular fundamental epiphanies in the crude oil markets during July. The commodity traded in line with other risk assets, gene
As we have discussed for the past few quarters, rising rates, base effects, and far more persistent inflationary headwinds – the hangover from super stimulated monetary conditions post-COVID – are pressuring global economic activity and with it, asse
In light of President Biden’s proposal to suspend the federal gas tax for 90 days, Dan Pickering joins CNBC’s Power Lunch – alongside ClearView Energy’s Kevin Book – to share his thoughts about global supply and demand and potential impacts on gasoli
Looking at the U.S. compared to Europe, Dan Pickering discusses the current market’s impact on natural gas and oil prices. He predicts that gas likely has more favorable 15-year trends, but that both oil and gas stocks make sense in the near term. Wa
Over the next two years, PEP Development will focus on deploying at least $300 million of equity capital alongside highly experienced public and private operating companies in the Permian Basin.
In his latest thoughts on gas prices, Dan Pickering predicts that even if oil prices continue to go up, it’s unlikely that we’ll see gasoline prices push upward at the same pace. Watch the full CNBC interview for his take on China’s impact on the oil
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
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).