The Iran war calls for a fundamental rethink of a sector that investors had shunned for years

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Experts warn Iran’s influence over the Strait of Hormuz could disrupt energy flows, elevate oil prices, and create lasting global economic consequences.

Dan Pickering of Pickering Energy Partners On Global Oil Prices

Dan Pickering of Pickering Energy Partners On Global Oil Prices

Dan Pickering of Pickering Energy Partners warns that tighter oil supply could spark hoarding, pushing prices higher and setting the stage for demand destruction if the conflict drags on.

Dan Pickering, founder and CIO of Pickering Energy Partners, discusses the oil industry.

It is time to be more optimistic about oil markets and energy stocks.

Surging oil and LNG prices tied to the Iran conflict have pushed U.S. energy stocks to record highs, benefiting companies like Exxon, Chevron, and major refiners even as broader markets decline.

Rising oil prices driven by the Middle East conflict are increasing profits for U.S. oil producers, but uncertainty over how long the price surge will last is making companies cautious about expanding production.

Escalating tensions involving Iran have sharply reduced tanker traffic through the Strait of Hormuz, a critical route that carries roughly 20% of the world’s oil supply.

Dan Pickering, founder and CIO of Pickering Energy Partners, discusses the impact of Middle East tensions on global energy markets.

A joint U.S. and Israeli attack on Iran killed its supreme leader and ignited wider regional conflict, yet crude oil prices rose by a relatively muted ~6% on March 2.

Dan Pickering, founder and CIO of Pickering Energy Partners, discusses the impact of Middle East tensions on oil supply.

Dan Pickering discusses how energy-company relocations are reinforcing Houston’s dominance and boosting its real estate market in a Bloomberg interview.