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October 2021 – Monthly Commentary from Dan Pickering

October 2021

Decent back-to-back months. October was another good period for energy.

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A colorful neural network

Inconvenient Truths

October 2021

An analysis of the real-world implications of the Energy Transition with a focus on the opportunities and challenges facing capital allocators and policy makers.

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A colorful neural network

September 2021 – Monthly Commentary from Dan Pickering

September 2021

A September to remember. Energy had a strong month while overall markets were lackluster/weak.

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Twitter

A big CNBC energy powwow will go down at 1:30pm ET this afternoon with @KellyCNBC, @CroftHelima & @GinaVSanchez. We'll tackle everything from commodity prices to renewables. Toughest question - will there be an #EFT shoutout and #FridayNightRollCall invite?!?!? Join us!

Sep 30, 2021

Eyecatching: What's it take to sell $500+MM of an energy stock overnight? $5+/mcf natty and a 9% discount to the last trade $EQT. 6 months ago that would've been 20% in the hole..relatively better. Will be on CNBC tomorrow around 1:30pm ET to talk energy..should be fun!

Sep 29, 2021

Biden says US power to 45% solar by 2050. Will say this many times about goals like this announcement & NetZero 2050. Aspirational, not practical. $ trillions will be spent trying to get there. Moving that direction EFFICIENTLY is hugely critical..and hugely valuable.

Sep 8, 2021