Research

Events

Commentaries

Thought Leadership

News

Webinars

Media

Library Authors

Sean Hanley

Pickering Energy Partners

Pickering Energy Partners

Nathan Welch, Ph. D.

Matthias Bloennigen

MacKenzie Davis

Madeleine DeNezza

Kevin MacCurdy

Ken Settles

Josh Martin

Garrett Delk

Dan Romito

Dan Pickering

Media

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Ken
Settles

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Managing Director

Investments

Library Authors

Ken Settles is a Managing Director of SailingStone Capital Partners, where he is an Investment Analyst and Portfolio Manager. Prior to founding SailingStone in 2014, he was an Investment Analyst at RS people-investments and co-manager of the RS Global Natural Resource strategies.

Previously, he was a Senior Vice President at Neuberger Berman, where he was a Senior Energy Analyst and co-manager of the Neuberger Berman Premier Energy Portfolio. He started his career as a Financial Analyst at Salomon Smith Barney.

He holds a BA in Economics from Williams College and is a CFA charter holder.

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Library Entries by

Ken

Settles

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July 17, 2020

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Global Natural Resources Commentary Q2 2020

The dislocations created by COVID-19 and the subsequent global economic shutdown have scarred countries and communities around the globe.

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April 16, 2020

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Global Natural Resources Commentary Q1 2020

Each quarter, the Dallas Fed publishes a survey of U.S.E&P and oil service companies. While the data is informative, the “Comments” section is often more insightful. Amidst COVID-19 projections and calls for government intervention to “protect Americ

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October 28, 2024

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SailingStone Third Quarter 2024 Commentary

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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SailingStone First Quarter 2024 Commentary

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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SailingStone Year End 2023 Commentary

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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SailingStone Third Quarter 2023 Commentary

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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SailingStone Second Quarter 2023 Commentary

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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