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March 2022 – Commentary from Dan Pickering
Newton’s First Law of Motion says an object in motion tends to stay in motion, unless acted on by a force. There were many forces in the energy markets during March 2022, but energy stocks clearly stayed in motion.Read More
Dan Pickering Joins CNBC to Discuss Record-Breaking Release of Oil Reserves
The United States is looking to draw a record amount of oil from emergency reserves. How will this affect demand – and how are investors responding? Dan Pickering discusses his predictions on CNBC’s The Exchange with Kelly Evans.Read More
An Open Letter from SailingStone Capital Partners to Turquoise Hill’s Independent Directors
Houston, Texas, March 15, 2022 (BusinessWire) – SailingStone Capital Partners, a long-time owner of Turquoise Hill Resources Ltd. (TSX:TRQ) (NYSE:TRQ), has delivered the attached letter to the Turquoise Hill Independent Directors.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!