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The Energy Transition – A Realistic Look at the Path Forward
We cannot wait until the world’s economy is powered entirely by renewables, if that is even possible; we need to mitigate greenhouse gas emissions right now. Combatting climate change means taking a pragmatic approach to what is feasible today and identifying and capitalizing on the innovators who will deliver solutions for tomorrow. By encouraging the responsible production of key enabler commodities like natural gas, copper, lithium, and aluminum, investors and policymakers can both accelerate and lower the price tag of the Energy Transition.Read More
December 2021 – Monthly Commentary from Dan Pickering
December was an OK finish to a very good year.Read More
Dan Pickering Discusses Oil Supply and Demand on CNBC
Will oil prices continue to rise? Not necessarily — keeping global supply and demand in mind.Read More
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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!
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!