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Dan
Pickering

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Chief Investment Officer

Dan Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP). PEP is a financial services firm focused on Investments and Advice in the energy sector – both traditional oil and gas and energy transition. Prior to PEP, he served as the President of Tudor, Pickering, Holt & Co., and Chief Investment Officer of TPH Asset Management. He has spent 30 years as an Energy Portfolio Manager, Researcher, and Analyst, first at Fidelity Investments (where he managed ~$1 billion of energy sector funds), then as Head of Research at Simmons & Company and as the founding partner of Tudor, Pickering, Holt & Co.

He currently serves as the Portfolio Manager of PEP’s energy equities strategy, is on the Investment Committee of PEP’s energy co-investment and private equity strategies and serves in various business development and oversight roles across the firm.

Dan is the Board Chair of Merge Electric Fleet Solutions and also serves on the Advisory Boards for the Houston CFA Society, Capital Creek Advisors, Dynamo Energy Hub, Midway Companies, as well as the Posse Foundation, the Board of Trustees for Texas Children’s Hospital and the Texas Children’s Hospital Foundation.

He holds a BS in Petroleum Engineering from the Missouri School of Science and Technology and an MBA from the University of Chicago.

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Explore how the November election’s outcomes could reshape energy, with Dan Pickering detailing key issues like regulations, permits, and industry oversight.
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Despite Middle East tensions, oil prices remain stable due to high U.S. production, acting as a cushion in a balanced global market, says Dan Pickering.
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Dan Pickering joins CNBC to discuss oil majors’ slow decarbonization and the impact of energy prices on the U.S. presidential race.
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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.
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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.
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Dan Pickering provides insights in The Wall Street Journal on how the upcoming election could impact the energy sector, emphasizing the trade-off between industry growth under Trump and commodity price stability under Harris.
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Blah. Energy indices were generally lower during June. The oil macro is grinding forward with mostly status quo dynamics.
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Treading water. Energy stocks generally lost the investor mindshare battle to technology during May. However, capital markets are not completely closed to energy.
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Dan Pickering joins Brian Sullivan on CNBC to discuss ConocoPhillips' decision to acquire Marathon Oil Corporation, offering insights into the strategic implications of the deal.
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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.
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Dan Pickering discusses Exxon’s earnings release and other energy market dynamics on CNBC, providing expert analysis on the company's performance and the broader energy sector.
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Shazam!!! March saw very strong performance as the energy sector surpassed the overall market YTD.
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A step in the right direction. For the month of February, all energy subsectors were higher and several beat the market.
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Dan Pickering explains oil market dynamics amid geopolitical tensions in 2024 on CNBC’s Street Signs Asia, offering insights into how these tensions are influencing oil prices and market stability.
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Last month we characterized the outlook for 2024 energy markets as a slog – January 2024 is what a slog looks like.
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Dan Pickering anticipates more deals in the energy sector as firms strive to maintain relevancy, discussing this trend on CNBC.
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December went out with a bang in the overall market, but a whimper for conventional energy.
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Dan Pickering shares his 2024 energy sector outlook on CNBC, offering insights into anticipated market trends, commodity prices, and investment opportunities within the energy industry.

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