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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.
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.
Dan Pickering provides insights in The Wall Street Journal on how the upcoming election could impact the energy sector, emphasizing the trade-off between industry growth under Trump and commodity price stability under Harris.
PEP's Consulting & Advocacy team emphasizes data-driven decision-making in addressing energy policy, advocating for an energy "expansion" that includes all sources to meet increasing future demand and ensure reliable, sustainable, and affordable power amidst severe weather disruptions.
Pickering Energy Partners acted as co-manager on the initial public offering of 14.5 million Class A shares for LandBridge Company LLC, further solidifying their expertise in energy sector IPOs.
Blah. Energy indices were generally lower during June. The oil macro is grinding forward with mostly status quo dynamics.
Putting The Sheer Magnitude of Forecasted Energy Demand into Perspective
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Pickering Energy Partners appoints Drew Burgoyne as Chief Financial Officer, bringing over 20 years of expertise in accounting and finance to lead the firm's financial operations and enhance its management team.
Treading water. Energy stocks generally lost the investor mindshare battle to technology during May. However, capital markets are not completely closed to energy.
Dan Pickering joins Brian Sullivan on CNBC to discuss ConocoPhillips' decision to acquire Marathon Oil Corporation, offering insights into the strategic implications of the deal.
In their 1Q 2024 Commentary, SailingStone discusses the need to redefine Energy Transition objectives, create a quantitative framework to evaluate the solutions that meet them, and the critical role that natural gas will play in decarbonization.
The finalized "Revisions and Confidentiality Determinations for Petroleum and Natural Gas Systems" rule introduces new emission sources and calculation options effective January 1, 2025, requiring Subpart W reporters to adjust their reporting strategies—contact Pickering Energy Partners for expert guidance on navigating these changes.
Choppy with energy generally outperforming. The industry continues to grind forward with free cash generation, cash returns to shareholders and capital discipline as the mantras.
Dan Pickering discusses Exxon’s earnings release and other energy market dynamics on CNBC, providing expert analysis on the company's performance and the broader energy sector.