BrianLively
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Brian Lively is a Managing Director and Portfolio Manager of SailingStone Capital Partners. Prior to founding SailingStone in 2014, he was an Investment Analyst at RS people-investments for the RS Global Natural Resource strategies. Brian was formerly Managing Director, E&P people-research at Tudor, Pickering, Holt & Co., where he served as Global Head of Upstream people-research. Previously, he was a Vice President and Team Leader at Netherland, Sewell & Associates Inc., and a Senior Project Engineer at Exxon Mobil Corporation.
He holds a BS in Petroleum Engineering from Louisiana State University and an MBA from the University of Houston.
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Library Entries by
Brian
Lively
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May 22, 2023
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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.
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February 8, 2023
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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.
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November 9, 2022
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A lot has been written about inflation lately. And, while we are reluctant to add to the growing discourse on this topic, since much of it, unfortunately, has not been terribly additive to the existing understanding of the many factors that impact pr
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September 7, 2022
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Happy anniversary from us at SailingStone!
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September 2, 2022
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Latest Rio Tinto Offer Remains Disappointing to Minority Shareholders
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August 16, 2022
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In their second open letter to TRQ Independent Directors this year, SailingStone applauds their decision to reject Rio Tinto’s offer highlighting long-time concerns of minority owners.
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July 28, 2022
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As we have discussed for the past few quarters, rising rates, base effects, and far more persistent inflationary headwinds – the hangover from super stimulated monetary conditions post-COVID – are pressuring global economic activity and with it, asse
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May 3, 2022
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Increased awareness of the constraints and physical realities of our collective efforts to both expand and decarbonize the world’s energy systems is a prerequisite to creating the policy and investment climate necessary for success. The next step is
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January 18, 2022
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2021 has been a remarkable year for all things Energy Transition. There has been a litany of promising advancements in areas such as grid-scale energy storage systems (“ESS”) and EV penetration rates which are running well ahead of even the most aggr
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January 11, 2022
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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.
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October 20, 2021
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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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April 15, 2021
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Commodity markets continue to heal, as evidenced by falling inventories across most products.
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October 28, 2024
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The shale revolution’s promises remain mixed; learn how evolved business models could drive higher returns and reshape investor expectations.
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May 22, 2024
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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.
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March 12, 2024
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In their Year End 2023 Commentary, the SailingStone team explores the future of decarbonization and identifies investment opportunities within.
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November 13, 2023
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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.
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September 11, 2023
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In their Second Quarter 2023 Commentary, SailingStone discusses company-specific value creation, stalling decarbonization efforts, and the money supply challenges facing the Energy Transition.
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