Oil prices climb as cracks in the U.S.-Iran cease-fire, renewed Hormuz tensions, and potential strikes revive volatility in global energy markets.
SailingStone
SailingStone Capital Partners, a division of Pickering Energy Partners, provides investment solutions in the global natural resource space with a specific focus on the industrial businesses, commodities and infrastructure assets that are necessary to enable decarbonization efforts while also addressing global energy poverty. SailingStone manages concentrated public and private equity strategies for institutional investors.
PEP Library
To learn more, visit the SailingStone website.
No items found.
Recent Transactions
No items found.
Gallery
No items found.
Videos
No items found.
No items found.
PEP Library
Explore Our Latest Insights
.webp)
Visit page
Voting machine vs. weighing machine. The voting machine is winning.
Visit page
The global oil market has avoided the catastrophic supply crunch many feared when the Iran war broke out, but it’s far from balanced.
Visit page
Fitch Ratings upgraded its oil and gas sector outlook to “improving” from “neutral,” and Moody’s maintained its positive outlook.
Visit page
Oil markets remain highly volatile as the Iran War enters its fourth month. Energy expert Dan Pickering discusses the structural shifts triggered by the Strait of Hormuz closure and how investors can navigate a market increasingly disconnected from facts on the front lines.
Visit page
Oil and gas production won’t rebound quickly even if the Iran war ends soon. Why Devon Energy, Baker Hughes, and other stocks can weather the storm.
Visit page
The U.S. and Iran are each trying to trigger economic damage to make the other side relent. The standoff risks worsening the damage across the global economy.
Visit page
Europe faces widening fuel shortages as Middle East conflict strains global energy supplies, with jet fuel shortfalls expected to hit California and the West Coast.
Visit page
Global oil supply recovery may take months, with shifting price dynamics, strong Asian demand, and cautious US producers.
Visit page
Dan Pickering from Pickering Energy Partners says the oil market remains highly headline-driven and that the equity markets may be too complacent about the timeline for oil supply to normalize. U.S. oil producers, he adds, are staying disciplined, focusing on weak forward prices rather than short-term volatility or policy signals.
Visit page
Dan Pickering, Pickering Energy Partners founder and CIO, joins ‘Power Lunch’ to discuss what the U.S. blockade of Iranian ports means for oil prices, the state of global oil inventories, how U.S. companies will respond, and more.
Upcoming Events
Ready to get started?
Contact our specialized teams at PEP for more information.
Request a Demo
To get started, fill out the form to learn more or request a demo.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.