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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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May 2023 was another ugly month for the energy sector on an absolute and relative basis. We recently talked about liking oil markets more than the stock market. This is still true, but the stock market is working and oil markets are not…
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In the face of uncertainty, we fall back to our long-held belief that oil supply is restrained and any demand problems will be moderate, not severe.
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Dan Pickering, CIO of Pickering Energy Partners, highlights that "Energy fundamentals look better than energy prices right now" as he discusses the energy sector pullback, cash-flow levels, and growth opportunities in top energy names on CNBC's 'The Exchange.'
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Dan Pickering talks about the crude oil markets on CNBC's Street Signs Asia, noting that while supply and demand fundamentals are strong, market sentiment remains nervous.
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Underneath the collapse of Silicon Valley bank and the resulting fears of a financial/banking crises, March’s stock market remained about the tug-of-war between the economy and interest rates...
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Two years into Value over Volume, most US upstream players have adopted similar mantras which de-emphasize production growth and have a strong commitment to returning capital to shareholders…
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Dan Pickering's 2022-2023 PEP Macro Outlook provides insights into the energy sector's trajectory, analyzing market dynamics, commodity prices, and the impact of global economic conditions on energy investments.
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After a profitable year, some oil companies are decelerating their shift to renewables, with industry leaders now advocating for a more gradual reduction in fossil fuel use despite acknowledging climate change.
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Now that’s how you start a year. January saw the stock market explode out of the gates with the S&P500 rallying +6.3% and the Nasdaq Composite jumping +10.7%...
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Dan Pickering shares his outlook for energy stocks – alongside Energy Aspects’ Amrita Sen – on CNBC’s The Exchange.
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Going forward, our quarter-end commentaries will include an additional "Decarbonization / Energy Transition" commentary from Dan in addition to his "Traditional Energy" commentary. We hope you enjoy our first iteration including both topics.
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Dan Pickering shares insights on energy stocks, analyzing current market trends and opportunities within the sector, during his appearance on CNBC.
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With the start of a new year, Dan Pickering joins CNBC’s Squawk Box Asia to share his energy market outlook and price predictions for 2023.
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Dan Pickering joins Brian Sullivan on CNBC’s The Exchange to discuss the implications of the recent rise in oil prices. Despite increased concerns around impacts from the energy transition, economy and policy outcomes, Dan anticipates oil demand imp
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November was a generally sidewise month for energy while the S&P500 enjoyed a bear market rally...
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Payback. October was a strong recovery month for risk assets, with energy extending its YTD outperformance. The energy environment remains s
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Dan Pickering joins CNBC’s Squawk Box Asia to discuss recent earnings announcements and what it means for the energy investment landscape.
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Firm Helps Clients Determine Viability of Hydrogen and Other Carbon Mitigation Investments with Scientific Expertise

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