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Thought Leadership
November 18, 2024
2024
2024 Predictions v. Reality
Dan Romito
Thought Leadership
November 18, 2024

2024 Predictions v. Reality

Dan Romito
Media
November 18, 2024
2024
Dan Pickering speaks on "Why Oil Companies Are Walking Back From Green Energy"
Dan Pickering
Media
November 18, 2024

Dan Pickering speaks on "Why Oil Companies Are Walking Back From Green Energy"

Dan Pickering
Commentaries
November 8, 2024
2024
October 2024 - Commentary from Dan Pickering
It has been a busy five weeks since the start of October…
Dan Pickering
Commentaries
November 8, 2024

October 2024 - Commentary from Dan Pickering

It has been a busy five weeks since the start of October…
Dan Pickering
Commentaries
October 28, 2024
2024
SailingStone Third Quarter 2024 Commentary
MacKenzie Davis
Commentaries
October 28, 2024

SailingStone Third Quarter 2024 Commentary

MacKenzie Davis
Media
October 28, 2024
2024
Dan Pickering joins experienced transactional attorney Gabriel Salinas in the latest issue of NAPE magazine
Dan Pickering
Media
October 28, 2024

Dan Pickering joins experienced transactional attorney Gabriel Salinas in the latest issue of NAPE magazine

Dan Pickering
Commentaries
October 21, 2024
2024
September 2024 - Commentary from Dan Pickering
Things are complicated in the oil and gas world these days.
Dan Pickering
Commentaries
October 21, 2024

September 2024 - Commentary from Dan Pickering

Things are complicated in the oil and gas world these days.
Dan Pickering
Media
October 18, 2024
2024
Dan Pickering speaks with Hart Energy to highlight what the energy sector faces in the upcoming November election
Dan Pickering
Media
October 18, 2024

Dan Pickering speaks with Hart Energy to highlight what the energy sector faces in the upcoming November election

Dan Pickering
Thought Leadership
October 15, 2024
2024
Coming to Grips with the Economic Realities of Net Zero
Dan Romito
Thought Leadership
October 15, 2024

Coming to Grips with the Economic Realities of Net Zero

Dan Romito
Media
October 9, 2024
2024
Generative AI’s Role in LNG Growth: Insights from Dan Romito in LNG Industry's October Issue
Dan Romito
Media
October 9, 2024

Generative AI’s Role in LNG Growth: Insights from Dan Romito in LNG Industry's October Issue

Dan Romito
Media
October 3, 2024
2024
Dan Pickering comments on the current state of oil industry and markets.
Dan Pickering
Media
October 3, 2024

Dan Pickering comments on the current state of oil industry and markets.

Dan Pickering
Media
October 2, 2024
2024
Kevin MacCurdy notes that while poison pills are rare, they can be effective in preventing a single investor from gaining too much control
Kevin MacCurdy
Media
October 2, 2024

Kevin MacCurdy notes that while poison pills are rare, they can be effective in preventing a single investor from gaining too much control

Kevin MacCurdy
Media
September 25, 2024
2024
Dan Pickering joins CNBC to discuss how gas prices are unlikely to playing a big role in US election
Dan Pickering
Media
September 25, 2024

Dan Pickering joins CNBC to discuss how gas prices are unlikely to playing a big role in US election

Dan Pickering
Commentaries
September 5, 2024
2024
August 2024 - Commentary from Dan Pickering
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.
Dan Pickering
Commentaries
September 5, 2024

August 2024 - Commentary from Dan Pickering

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.
Dan Pickering
Commentaries
August 16, 2024
2024
July 2024 - Commentary from Dan Pickering
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
Commentaries
August 16, 2024

July 2024 - Commentary from Dan Pickering

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
Media
August 5, 2024
2024
Dan Pickering offers his insights on the upcoming election and its potential impact on the energy industry
Dan Pickering
Media
August 5, 2024

Dan Pickering offers his insights on the upcoming election and its potential impact on the energy industry

Dan Pickering
Thought Leadership
July 18, 2024
2024
Policy and the Energy Expansion
Sean Hanley
Thought Leadership
July 18, 2024

Policy and the Energy Expansion

Sean Hanley
News
July 9, 2024
2024
Pickering Energy Partners Acted as Co-Manager on LandBridge IPO
Pickering Energy Partners
News
July 9, 2024

Pickering Energy Partners Acted as Co-Manager on LandBridge IPO

Pickering Energy Partners
Commentaries
July 3, 2024
2024
June 2024 - Commentary from Dan Pickering
Blah. Energy indices were generally lower during June. The oil macro is grinding forward with mostly status quo dynamics.
Dan Pickering
Commentaries
July 3, 2024

June 2024 - Commentary from Dan Pickering

Blah. Energy indices were generally lower during June. The oil macro is grinding forward with mostly status quo dynamics.
Dan Pickering
Thought Leadership
June 24, 2024
2024
The U.S. Needs a Bigger Energy Boat
Putting The Sheer Magnitude of Forecasted Energy Demand into Perspective
Dan Romito
Thought Leadership
June 24, 2024

The U.S. Needs a Bigger Energy Boat

Putting The Sheer Magnitude of Forecasted Energy Demand into Perspective
Dan Romito
Thought Leadership
June 11, 2024
2024
Success in the Permian Depends on Smart Water Strategies
Matthias Bloennigen
Thought Leadership
June 11, 2024

Success in the Permian Depends on Smart Water Strategies

Matthias Bloennigen
News
June 10, 2024
2024
Pickering Energy Partners Hires Drew Burgoyne as Chief Financial Officer
Pickering Energy Partners
News
June 10, 2024

Pickering Energy Partners Hires Drew Burgoyne as Chief Financial Officer

Pickering Energy Partners
Commentaries
June 5, 2024
2024
May 2024 - Commentary from Dan Pickering
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
Commentaries
June 5, 2024

May 2024 - Commentary from Dan Pickering

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
Media
May 30, 2024
2024
Dan Pickering joins Brian Sullivan on CNBC to discuss ConocoPhillips' decision to buy Marathon Oil Corporation
CNBC
Dan Pickering
Media
May 30, 2024

Dan Pickering joins Brian Sullivan on CNBC to discuss ConocoPhillips' decision to buy Marathon Oil Corporation

CNBC
Dan Pickering
Commentaries
May 22, 2024
2024
SailingStone First Quarter 2024 Commentary
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.
Ken Settles
Commentaries
May 22, 2024

SailingStone First Quarter 2024 Commentary

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.
Ken Settles
Commentaries
May 9, 2024
2024
Subpart W Rule Out Early… Now What Do We Do?
Dan Romito
Commentaries
May 9, 2024

Subpart W Rule Out Early… Now What Do We Do?

Dan Romito
Commentaries
May 8, 2024
2024
April 2024 - Commentary from Dan Pickering
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
Commentaries
May 8, 2024

April 2024 - Commentary from Dan Pickering

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
Media
May 1, 2024
2024
Dan Pickering discusses Exxon’s earnings release as well as other energy market dynamics
CNBC
Dan Pickering
Media
May 1, 2024

Dan Pickering discusses Exxon’s earnings release as well as other energy market dynamics

CNBC
Dan Pickering
Media
April 19, 2024
2024
MacKenzie Davis joins Keith McCullough for an exclusive interview at the Hedgeye Investing Summit
MacKenzie Davis
Media
April 19, 2024

MacKenzie Davis joins Keith McCullough for an exclusive interview at the Hedgeye Investing Summit

MacKenzie Davis
News
April 15, 2024
2024
Pickering Energy Partners Acts as Buy-Side Advisor in O.G. Oil & Gas Limited's Acquisition of Non-Operated Gulf of Mexico Assets
Pickering Energy Partners
News
April 15, 2024

Pickering Energy Partners Acts as Buy-Side Advisor in O.G. Oil & Gas Limited's Acquisition of Non-Operated Gulf of Mexico Assets

Pickering Energy Partners
Commentaries
April 8, 2024
2024
March 2024 – Commentary from Dan Pickering
Shazam!!! March saw very strong performance as the energy sector surpassed the overall market YTD.
Dan Pickering
Commentaries
April 8, 2024

March 2024 – Commentary from Dan Pickering

Shazam!!! March saw very strong performance as the energy sector surpassed the overall market YTD.
Dan Pickering
Commentaries
March 12, 2024
2024
SailingStone Year End 2023 Commentary
In their Year End 2023 Commentary, the SailingStone team explores the future of decarbonization and identifies investment opportunities within.
MacKenzie Davis
Commentaries
March 12, 2024

SailingStone Year End 2023 Commentary

In their Year End 2023 Commentary, the SailingStone team explores the future of decarbonization and identifies investment opportunities within.
MacKenzie Davis
Commentaries
March 6, 2024
2024
February 2024 – Commentary from Dan Pickering
A step in the right direction. For the month of February, all energy subsectors were higher and several beat the market.
Dan Pickering
Commentaries
March 6, 2024

February 2024 – Commentary from Dan Pickering

A step in the right direction. For the month of February, all energy subsectors were higher and several beat the market.
Dan Pickering
Thought Leadership
March 4, 2024
2024
The SEC Climate Disclosure Rule Adds More Mess to an Already Messy Setup
Buckle Up...The Energy Space Is About to Get Even More Messy
Dan Romito
Thought Leadership
March 4, 2024

The SEC Climate Disclosure Rule Adds More Mess to an Already Messy Setup

Buckle Up...The Energy Space Is About to Get Even More Messy
Dan Romito
Media
February 27, 2024
2024
Dan Pickering explains oil market dynamics amid geopolitical tensions in 2024
CNBC’s Street Signs Asia
Dan Pickering
Media
February 27, 2024

Dan Pickering explains oil market dynamics amid geopolitical tensions in 2024

CNBC’s Street Signs Asia
Dan Pickering
Media
February 9, 2024
2024
Kevin MacCurdy discusses ConocoPhillips' fourth quarter results
BNN Bloomberg
Kevin MacCurdy
Media
February 9, 2024

Kevin MacCurdy discusses ConocoPhillips' fourth quarter results

BNN Bloomberg
Kevin MacCurdy
Commentaries
February 7, 2024
2024
January 2024 – Commentary from Dan Pickering
Last month we characterized the outlook for 2024 energy markets as a slog – January 2024 is what a slog looks like.
Dan Pickering
Commentaries
February 7, 2024

January 2024 – Commentary from Dan Pickering

Last month we characterized the outlook for 2024 energy markets as a slog – January 2024 is what a slog looks like.
Dan Pickering
News
February 1, 2024
2024
Pickering Energy Partners to Collaborate with CCS Expert, Rick Mauro, Enhancing Technical Consulting Services for Clients
Pickering Energy Partners
News
February 1, 2024

Pickering Energy Partners to Collaborate with CCS Expert, Rick Mauro, Enhancing Technical Consulting Services for Clients

Pickering Energy Partners
Thought Leadership
January 24, 2024
2024
U.S. & EU to Prove Emissions Efficiency
Energy Workforce & Technology Council
Garrett Delk
Thought Leadership
January 24, 2024

U.S. & EU to Prove Emissions Efficiency

Energy Workforce & Technology Council
Garrett Delk
Media
January 23, 2024
2024
Dan Pickering expects more deals in energy space as firms fight for relevancy
CNBC
Dan Pickering
Media
January 23, 2024

Dan Pickering expects more deals in energy space as firms fight for relevancy

CNBC
Dan Pickering
Commentaries
January 11, 2024
2024
December 2023 – Commentary from Dan Pickering
December went out with a bang in the overall market, but a whimper for conventional energy.
Dan Pickering
Commentaries
January 11, 2024

December 2023 – Commentary from Dan Pickering

December went out with a bang in the overall market, but a whimper for conventional energy.
Dan Pickering
Media
December 20, 2023
2023
Dan Pickering shares his 2024 energy sector outlook
CNBC
Dan Pickering
Media
December 20, 2023

Dan Pickering shares his 2024 energy sector outlook

CNBC
Dan Pickering
Thought Leadership
December 18, 2023
2023
PEP-CaST: How to Capture Emitters for CCUS - Report 2
Report 2: Economics of Carbon Capture Development
Nathan Welch, Ph. D.
Thought Leadership
December 18, 2023

PEP-CaST: How to Capture Emitters for CCUS - Report 2

Report 2: Economics of Carbon Capture Development
Nathan Welch, Ph. D.
Thought Leadership
December 13, 2023
2023
Navigating the Shifting ESG Landscape: Key Insights from 2023
PEP’s ESG retrospective of 2023 reviews the challenges presented throughout the year and provides insight into trends that will shape the trajectory going into 2024.
Melanie Vujovich
Thought Leadership
December 13, 2023

Navigating the Shifting ESG Landscape: Key Insights from 2023

PEP’s ESG retrospective of 2023 reviews the challenges presented throughout the year and provides insight into trends that will shape the trajectory going into 2024.
Melanie Vujovich
News
December 11, 2023
2023
Pickering Energy Partners Acted as Co-Manager to Helix Energy Solutions Group, Inc.
Pickering Energy Partners
News
December 11, 2023

Pickering Energy Partners Acted as Co-Manager to Helix Energy Solutions Group, Inc.

Pickering Energy Partners
Thought Leadership
December 8, 2023
2023
Market Dynamics Driving Consolidation within the Energy Sector
Energy Workforce & Technology Council
Madeleine DeNezza
Thought Leadership
December 8, 2023

Market Dynamics Driving Consolidation within the Energy Sector

Energy Workforce & Technology Council
Madeleine DeNezza
Thought Leadership
November 30, 2023
2023
Hydrogen Hubs
Money Doesn't Buy Hydrogen Happiness
Nathan Welch, Ph. D.
Thought Leadership
November 30, 2023

Hydrogen Hubs

Money Doesn't Buy Hydrogen Happiness
Nathan Welch, Ph. D.
Media
November 29, 2023
2023
Dan Pickering on rising tensions between Venezuela and Guyana
CNBC's Street Signs
Dan Pickering
Media
November 29, 2023

Dan Pickering on rising tensions between Venezuela and Guyana

CNBC's Street Signs
Dan Pickering
Commentaries
November 13, 2023
2023
SailingStone Third Quarter 2023 Commentary
In their Third Quarter 2023 Commentary, the SailingStone team discusses the risks associated with commodity price inflation and the potential opportunities arising from capital constraints and resource exhaustion.
MacKenzie Davis
Commentaries
November 13, 2023

SailingStone Third Quarter 2023 Commentary

In their Third Quarter 2023 Commentary, the SailingStone team discusses the risks associated with commodity price inflation and the potential opportunities arising from capital constraints and resource exhaustion.
MacKenzie Davis
Thought Leadership
November 8, 2023
2023
The Top Ten Anticipated 2024 ESG Developments That Will Impact the Global Capital Markets
For investors to maintain exposure to the fossil fuels industry, corporates must enhance their quantitative reporting.
Dan Romito
Thought Leadership
November 8, 2023

The Top Ten Anticipated 2024 ESG Developments That Will Impact the Global Capital Markets

For investors to maintain exposure to the fossil fuels industry, corporates must enhance their quantitative reporting.
Dan Romito
Commentaries
November 3, 2023
2023
October 2023 – Commentary from Dan Pickering
The drums of consolidation are beating louder.
Dan Pickering
Commentaries
November 3, 2023

October 2023 – Commentary from Dan Pickering

The drums of consolidation are beating louder.
Dan Pickering
Media
October 28, 2023
2023
Dan Pickering discusses shareholder response as Exxon and Chevron megadeals reveal why days of "easy oil" are over
Bloomberg
Dan Pickering
Media
October 28, 2023

Dan Pickering discusses shareholder response as Exxon and Chevron megadeals reveal why days of "easy oil" are over

Bloomberg
Dan Pickering
News
October 24, 2023
2023
Pickering Energy Partners Advised ProFrac’s Audit Committee on Terms of Preferred Equity Investment into the Company
Pickering Energy Partners
News
October 24, 2023

Pickering Energy Partners Advised ProFrac’s Audit Committee on Terms of Preferred Equity Investment into the Company

Pickering Energy Partners
Media
October 24, 2023
2023
Kevin MacCurdy provides market insights as US oil majors trade at a huge premium to European rivals
Bloomberg News
Kevin MacCurdy
Media
October 24, 2023

Kevin MacCurdy provides market insights as US oil majors trade at a huge premium to European rivals

Bloomberg News
Kevin MacCurdy
Webinars
October 24, 2023
2023
Webinar Replay: Lessons Learned from the 1973 Oil Embargo and How It Applies to Today
Josh Martin and Dan Pickering host a discussion with Dr. Jim Krane to explore the lessons that can be learned from the 1973 oil embargo and how those lessons might be relevant in today's complex geopolitical environment.
Josh Martin
Webinars
October 24, 2023

Webinar Replay: Lessons Learned from the 1973 Oil Embargo and How It Applies to Today

Josh Martin and Dan Pickering host a discussion with Dr. Jim Krane to explore the lessons that can be learned from the 1973 oil embargo and how those lessons might be relevant in today's complex geopolitical environment.
Josh Martin
Media
October 24, 2023
2023
Dan Pickering explains why global oil giants are doubling down on fossil fuels despite political pressures to 'go green'
U.S. News & World Report
Dan Pickering
Media
October 24, 2023

Dan Pickering explains why global oil giants are doubling down on fossil fuels despite political pressures to 'go green'

U.S. News & World Report
Dan Pickering
Media
October 23, 2023
2023
Dan Pickering talks deal activity in the wake of $110 billion worth of oil megadeals this month
Wall Street Journal
Dan Pickering
Media
October 23, 2023

Dan Pickering talks deal activity in the wake of $110 billion worth of oil megadeals this month

Wall Street Journal
Dan Pickering
Media
October 20, 2023
2023
Kevin MacCurdy discusses factors supporting oil prices amidst geopolitical events in the Middle East
Midland Reporter-Telegram
Kevin MacCurdy
Media
October 20, 2023

Kevin MacCurdy discusses factors supporting oil prices amidst geopolitical events in the Middle East

Midland Reporter-Telegram
Kevin MacCurdy
Media
October 19, 2023
2023
U.S.-Venezuela oil deal a 'red herring' and unlikely to meaningfully change the market, says Dan Pickering
CNBC
Dan Pickering
Media
October 19, 2023

U.S.-Venezuela oil deal a 'red herring' and unlikely to meaningfully change the market, says Dan Pickering

CNBC
Dan Pickering
Commentaries
October 13, 2023
2023
September 2023 – Commentary from Dan Pickering
September was marked by continued rising interest rates, weak equity markets and rallying crude.
Dan Pickering
Commentaries
October 13, 2023

September 2023 – Commentary from Dan Pickering

September was marked by continued rising interest rates, weak equity markets and rallying crude.
Dan Pickering
Media
October 11, 2023
2023
Dan Pickering addresses potential impact of Israel-Hamas conflict on global energy markets
Dan Pickering
Media
October 11, 2023

Dan Pickering addresses potential impact of Israel-Hamas conflict on global energy markets

Dan Pickering
Webinars
October 7, 2023
2023
Webcast: PEP Perspective from Industry Veterans - Reported ExxonMobil for Pioneer Potential Deal
Join Josh Martin as he interviews Osmar Abib and Dan Pickering on their thoughts regarding the potential merger and any knock-on impacts across the industry.
Josh Martin
Webinars
October 7, 2023

Webcast: PEP Perspective from Industry Veterans - Reported ExxonMobil for Pioneer Potential Deal

Join Josh Martin as he interviews Osmar Abib and Dan Pickering on their thoughts regarding the potential merger and any knock-on impacts across the industry.
Josh Martin
Media
October 4, 2023
2023
Dan Pickering shares his best ideas for investors in the oil sector
CNBC
Dan Pickering
Media
October 4, 2023

Dan Pickering shares his best ideas for investors in the oil sector

CNBC
Dan Pickering
News
September 27, 2023
2023
Pickering Energy Partners Acted as Co-Manager to Sunnova Energy International Inc.
Pickering Energy Partners
News
September 27, 2023

Pickering Energy Partners Acted as Co-Manager to Sunnova Energy International Inc.

Pickering Energy Partners
News
September 26, 2023
2023
Pickering Energy Partners Acted as Co-Manager to Diamond Offshore Drilling, Inc.
Pickering Energy Partners
News
September 26, 2023

Pickering Energy Partners Acted as Co-Manager to Diamond Offshore Drilling, Inc.

Pickering Energy Partners
Media
September 19, 2023
2023
Dan Pickering says oil prices will remain “higher for longer” and discusses the continuation of knife-edge volatility in energy through 2025.
Dan Pickering
Media
September 19, 2023

Dan Pickering says oil prices will remain “higher for longer” and discusses the continuation of knife-edge volatility in energy through 2025.

Dan Pickering
Media
September 19, 2023
2023
Dan Pickering explains how surging crude oil costs could raise demand concerns if prices hit $100 per barrel
Dan Pickering
Media
September 19, 2023

Dan Pickering explains how surging crude oil costs could raise demand concerns if prices hit $100 per barrel

Dan Pickering
Commentaries
September 15, 2023
2023
August 2023 – Commentary from Dan Pickering
Chipping away... On the oil macro front, the things we’ve been waiting for and expecting have finally started to play out. Inventories are beginning to draw, notably in the United States.
Dan Pickering
Commentaries
September 15, 2023

August 2023 – Commentary from Dan Pickering

Chipping away... On the oil macro front, the things we’ve been waiting for and expecting have finally started to play out. Inventories are beginning to draw, notably in the United States.
Dan Pickering
Commentaries
September 11, 2023
2023
SailingStone Second Quarter 2023 Commentary
In their Second Quarter 2023 Commentary, SailingStone discusses company-specific value creation, stalling decarbonization efforts, and the money supply challenges facing the Energy Transition.
MacKenzie Davis
Commentaries
September 11, 2023

SailingStone Second Quarter 2023 Commentary

In their Second Quarter 2023 Commentary, SailingStone discusses company-specific value creation, stalling decarbonization efforts, and the money supply challenges facing the Energy Transition.
MacKenzie Davis
News
September 1, 2023
2023
Pickering Energy Partners Picks Up Top Energy Investment Banking Team From Bulge Bracket Firm
Pickering Energy Partners
News
September 1, 2023

Pickering Energy Partners Picks Up Top Energy Investment Banking Team From Bulge Bracket Firm

Pickering Energy Partners
Thought Leadership
August 30, 2023
2023
Getting to Know Direct Air Capture (DAC)
Nathan Welch, Ph. D.
Thought Leadership
August 30, 2023

Getting to Know Direct Air Capture (DAC)

Nathan Welch, Ph. D.
Thought Leadership
August 28, 2023
2023
PEP-CaST: How to Capture Emitters for CCUS - Report 1
Report 1: Carbon Capture Fundamentals and Industrial Point Source Emissions
Nathan Welch, Ph. D.
Thought Leadership
August 28, 2023

PEP-CaST: How to Capture Emitters for CCUS - Report 1

Report 1: Carbon Capture Fundamentals and Industrial Point Source Emissions
Nathan Welch, Ph. D.
Thought Leadership
August 21, 2023
2023
How the Impending Regulatory Overhaul in the Financial Sector Adversely Impacts the Energy Space
Amid the changing ESG landscape, hydrocarbon industries face anti-fossil fuel pressures via shareholder activism, regulations, and insurance changes.
Dan Romito
Thought Leadership
August 21, 2023

How the Impending Regulatory Overhaul in the Financial Sector Adversely Impacts the Energy Space

Amid the changing ESG landscape, hydrocarbon industries face anti-fossil fuel pressures via shareholder activism, regulations, and insurance changes.
Dan Romito
Media
August 10, 2023
2023
Dan Pickering explains ‘upward pressure’ on oil prices on CNBC
Dan Pickering
Media
August 10, 2023

Dan Pickering explains ‘upward pressure’ on oil prices on CNBC

Dan Pickering
Commentaries
August 3, 2023
2023
July 2023 – Commentary from Dan Pickering
Another nice month for energy. Oil’s rally was strong, but most interestingly, it was quiet…
Dan Pickering
Commentaries
August 3, 2023

July 2023 – Commentary from Dan Pickering

Another nice month for energy. Oil’s rally was strong, but most interestingly, it was quiet…
Dan Pickering
Webinars
July 18, 2023
2023
PEP Talk - Capitalizing on the IRA’s Direct Pay and Transferability Features
Join PEP IB and Latham & Watkins to learn about the implications and potential financing alternatives resulting from newly released Treasury and IRS guidance regarding the purchase and sale of tax credits provisioned in the Inflation Reduction Act.
Pickering Energy Partners
Webinars
July 18, 2023

PEP Talk - Capitalizing on the IRA’s Direct Pay and Transferability Features

Join PEP IB and Latham & Watkins to learn about the implications and potential financing alternatives resulting from newly released Treasury and IRS guidance regarding the purchase and sale of tax credits provisioned in the Inflation Reduction Act.
Pickering Energy Partners
Commentaries
July 14, 2023
2023
June 2023 – Commentary from Dan Pickering
Oil remains a meandering commodity, trading around $70/bbl as market participants await macroeconomic clarity. Industry players continue to take matters into their own hands via active consolidation…
Dan Pickering
Commentaries
July 14, 2023

June 2023 – Commentary from Dan Pickering

Oil remains a meandering commodity, trading around $70/bbl as market participants await macroeconomic clarity. Industry players continue to take matters into their own hands via active consolidation…
Dan Pickering
Events
June 28, 2023
2023
Q2 PEP Talk: Oil, Inflation, and the Future of US Shale
In this Pickering Energy Partners (PEP) quarterly webinar series, SailingStone Capital Partners tap into the "PEP Energy Brain" to explore trends and opportunities in the energy sector.
Pickering Energy Partners
Events
June 28, 2023

Q2 PEP Talk: Oil, Inflation, and the Future of US Shale

In this Pickering Energy Partners (PEP) quarterly webinar series, SailingStone Capital Partners tap into the "PEP Energy Brain" to explore trends and opportunities in the energy sector.
Pickering Energy Partners
Commentaries
June 16, 2023
2023
May 2023 – Commentary from Dan Pickering
May 2023 was another ugly month for the energy sector on an absolute and relative basis. We recently talked about liking oil markets more than the stock market. This is still true, but the stock market is working and oil markets are not…
Dan Pickering
Commentaries
June 16, 2023

May 2023 – Commentary from Dan Pickering

May 2023 was another ugly month for the energy sector on an absolute and relative basis. We recently talked about liking oil markets more than the stock market. This is still true, but the stock market is working and oil markets are not…
Dan Pickering
Thought Leadership
May 30, 2023
2023
PEP-CaST: PEP’s Proprietary Carbon Screening Tool
Introducing PEP’s proprietary screening model for carbon capture development.
Nathan Welch, Ph. D.
Thought Leadership
May 30, 2023

PEP-CaST: PEP’s Proprietary Carbon Screening Tool

Introducing PEP’s proprietary screening model for carbon capture development.
Nathan Welch, Ph. D.
Commentaries
May 22, 2023
2023
SailingStone First Quarter 2023 Commentary
In their First Quarter 2023 Commentary, SailingStone addresses the structural challenges that persist as concerns about inflation have waned, the relationship between oil and inflation, and the implications of a maturing US shale oil industry.
MacKenzie Davis
Commentaries
May 22, 2023

SailingStone First Quarter 2023 Commentary

In their First Quarter 2023 Commentary, SailingStone addresses the structural challenges that persist as concerns about inflation have waned, the relationship between oil and inflation, and the implications of a maturing US shale oil industry.
MacKenzie Davis
Commentaries
May 10, 2023
2023
April 2023 – Commentary from Dan Pickering
In the face of uncertainty, we fall back to our long-held belief that oil supply is restrained and any demand problems will be moderate, not severe.
Dan Pickering
Commentaries
May 10, 2023

April 2023 – Commentary from Dan Pickering

In the face of uncertainty, we fall back to our long-held belief that oil supply is restrained and any demand problems will be moderate, not severe.
Dan Pickering
Media
May 8, 2023
2023
Dan Pickering discusses a pull back in the energy sector, cash-flow levels among energy providers, and top energy names for growth.
Dan Pickering
Media
May 8, 2023

Dan Pickering discusses a pull back in the energy sector, cash-flow levels among energy providers, and top energy names for growth.

Dan Pickering
Media
May 3, 2023
2023
Dan Pickering discusses Oil Market Fundamentals and OPEC Cuts on CNBC
Dan Pickering
Media
May 3, 2023

Dan Pickering discusses Oil Market Fundamentals and OPEC Cuts on CNBC

Dan Pickering
Thought Leadership
April 14, 2023
2023
CO₂ Sequestration Checklist: Criteria for Carbon Sequestration Project Success
A report highlighting key factors for reducing risk in carbon sequestration project development.
Nathan Welch, Ph. D.
Thought Leadership
April 14, 2023

CO₂ Sequestration Checklist: Criteria for Carbon Sequestration Project Success

A report highlighting key factors for reducing risk in carbon sequestration project development.
Nathan Welch, Ph. D.
Commentaries
April 12, 2023
2023
March 2023 – Commentary from Dan Pickering
Underneath the collapse of Silicon Valley bank and the resulting fears of a financial/banking crises, March’s stock market remained about the tug-of-war between the economy and interest rates...
Dan Pickering
Commentaries
April 12, 2023

March 2023 – Commentary from Dan Pickering

Underneath the collapse of Silicon Valley bank and the resulting fears of a financial/banking crises, March’s stock market remained about the tug-of-war between the economy and interest rates...
Dan Pickering
Thought Leadership
April 11, 2023
2023
Outlining How the US Energy Space Retakes Their Best-In-Class Narrative
U.S. Energy companies must communicate non-fundamental trends to retake their investment narrative amidst outdated ESG rating methodologies
Dan Romito
Thought Leadership
April 11, 2023

Outlining How the US Energy Space Retakes Their Best-In-Class Narrative

U.S. Energy companies must communicate non-fundamental trends to retake their investment narrative amidst outdated ESG rating methodologies
Dan Romito
News
March 14, 2023
2023
Pickering Energy Partners Acted as Co-Manager on Atlas Energy Solutions’ IPO
Pickering Energy Partners
News
March 14, 2023

Pickering Energy Partners Acted as Co-Manager on Atlas Energy Solutions’ IPO

Pickering Energy Partners
Commentaries
March 13, 2023
2023
February 2023 – Commentary from Dan Pickering
Two years into Value over Volume, most US upstream players have adopted similar mantras which de-emphasize production growth and have a strong commitment to returning capital to shareholders…
Dan Pickering
Commentaries
March 13, 2023

February 2023 – Commentary from Dan Pickering

Two years into Value over Volume, most US upstream players have adopted similar mantras which de-emphasize production growth and have a strong commitment to returning capital to shareholders…
Dan Pickering
News
March 10, 2023
2023
Pickering Energy Partners Acted as Co-Manager to Permian Resources
Pickering Energy Partners
News
March 10, 2023

Pickering Energy Partners Acted as Co-Manager to Permian Resources

Pickering Energy Partners
Media
February 28, 2023
2023
2022-2023 PEP Macro Outlook from Dan Pickering
Dan Pickering
Media
February 28, 2023

2022-2023 PEP Macro Outlook from Dan Pickering

Dan Pickering
News
February 21, 2023
2023
Pickering Energy Partners Advised NeuVentus Management on Capital Raise and Project Development
Newly Established Platform Focuses on Clean Hydrogen Transportation and Storage
Pickering Energy Partners
News
February 21, 2023

Pickering Energy Partners Advised NeuVentus Management on Capital Raise and Project Development

Newly Established Platform Focuses on Clean Hydrogen Transportation and Storage
Pickering Energy Partners
Media
February 21, 2023
2023
Dan Pickering Discusses Oil Companies Slowing Pivot to Renewables on NPR
Dan Pickering
Media
February 21, 2023

Dan Pickering Discusses Oil Companies Slowing Pivot to Renewables on NPR

Dan Pickering
Research
February 20, 2023
2023
Energy Transition Handbook
A reference guide to all aspects of the Energy Transition space
Nathan Welch, Ph. D.
Research
February 20, 2023

Energy Transition Handbook

A reference guide to all aspects of the Energy Transition space
Nathan Welch, Ph. D.
News
February 15, 2023
2023
Pickering Energy Partners Expands Energy Transition Expertise with Seasoned Investment Banker
PEP Enhances Capabilities for Companies Focused on Decarbonization and Sustainability Providing Strategic Advice and Capital Markets Assistance
Pickering Energy Partners
News
February 15, 2023

Pickering Energy Partners Expands Energy Transition Expertise with Seasoned Investment Banker

PEP Enhances Capabilities for Companies Focused on Decarbonization and Sustainability Providing Strategic Advice and Capital Markets Assistance
Pickering Energy Partners
Commentaries
February 9, 2023
2023
January 2023 – Commentary from Dan Pickering
Now that’s how you start a year. January saw the stock market explode out of the gates with the S&P500 rallying +6.3% and the Nasdaq Composite jumping +10.7%...
Dan Pickering
Commentaries
February 9, 2023

January 2023 – Commentary from Dan Pickering

Now that’s how you start a year. January saw the stock market explode out of the gates with the S&P500 rallying +6.3% and the Nasdaq Composite jumping +10.7%...
Dan Pickering
Commentaries
February 8, 2023
2023
SailingStone Fourth Quarter 2022 Commentary
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.
MacKenzie Davis
Commentaries
February 8, 2023

SailingStone Fourth Quarter 2022 Commentary

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.
MacKenzie Davis
Thought Leadership
January 27, 2023
2023
Hydrogenated
A deep dive into the market perspective of a new technology and the rising interest in Hydrogen
Nathan Welch, Ph. D.
Thought Leadership
January 27, 2023

Hydrogenated

A deep dive into the market perspective of a new technology and the rising interest in Hydrogen
Nathan Welch, Ph. D.
Thought Leadership
January 24, 2023
2023
Proxy Voting in 2023: Preparing For A New Wave of ESG Engagement
Pickering Energy Partners
Thought Leadership
January 24, 2023

Proxy Voting in 2023: Preparing For A New Wave of ESG Engagement

Pickering Energy Partners
Media
January 19, 2023
2023
Dan Pickering Talks Stock Opportunities
Dan Pickering shares his outlook for energy stocks – alongside Energy Aspects’ Amrita Sen – on CNBC’s The Exchange.
Dan Pickering
Media
January 19, 2023

Dan Pickering Talks Stock Opportunities

Dan Pickering shares his outlook for energy stocks – alongside Energy Aspects’ Amrita Sen – on CNBC’s The Exchange.
Dan Pickering
Commentaries
January 18, 2023
2023
December 2022 – Commentary from Dan Pickering
Going forward, our quarter-end commentaries will include an additional "Decarbonization / Energy Transition" commentary from Dan in addition to his "Traditional Energy" commentary. We hope you enjoy our first iteration including both topics.
Dan Pickering
Commentaries
January 18, 2023

December 2022 – Commentary from Dan Pickering

Going forward, our quarter-end commentaries will include an additional "Decarbonization / Energy Transition" commentary from Dan in addition to his "Traditional Energy" commentary. We hope you enjoy our first iteration including both topics.
Dan Pickering

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