Analysts say the Iran war could drag on through November’s midterms as stalled peace talks and Tehran’s push for leverage prolong the conflict.
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
More tankers are moving through the Strait of Hormuz as shippers gain confidence, but the global supply of oil is still below demand.
Visit page
An export ban likely would slow U.S. refining and eventually push up all fuel prices, including gasoline, jet fuel, and diesel.
Visit page
Oil futures don’t tell the whole story. The Iran war is tightening crude supplies, widening the gap between benchmark prices and what buyers actually pay.
Visit page
Pickering Energy Partners advised ConocoPhillips on the sale of non-operated Permian EOR assets in Gaines and Yoakum Counties, Texas.
Visit page
Continental Resources plans to invest in Venezuela as Dan Pickering highlights the major funding needed to restore the country’s oil production.
Visit page
Dan Pickering says Venezuela’s oil revival needs major foreign investment, but concerns over contract protections and past nationalizations persist.
Visit page
Diesel prices are surging as wars in Iran and Ukraine disrupt fuel supplies. Analysts explain why the Iran war is the bigger driver of rising costs.
Visit page
Trump officials say the oil-market disruption is temporary, but Chevron’s Mike Wirth and others warn global supplies are running low, with no respite in sight
Visit page
California diesel prices average $7.91 a gallon, with several stations charging over $9 and some pump displays hitting their $9.999 limit, GasBuddy reports.
Visit page
Analysts warn the escalating Iran war could deepen global fuel shortages, push diesel prices higher and intensify inflation as energy supplies dwindle.
Visit page
Dan Pickering expects the Iran conflict to outlast U.S. midterms, keeping oil prices elevated amid China’s return and risks to Saudi oil supplies.
Visit page
Relentlessly rising fuel costs are feeding inflation and threatening Republican reelection chances.
Visit page
Chevron and SLB have signed major Venezuela oil deals, but political uncertainty and financial risks are keeping smaller Houston firms on the sidelines.
Visit page
The oil outlook has shifted from potential surplus to sustained tightness—and Dan Pickering does not expect a quick return to the market that existed before the fighting in Iran began earlier this year.
Upcoming Events
February 11, 2027 11:30am – 6:30PM | Houston, TX
Visit page
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.