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In this episode of The Energy in Transition podcast, hosts Josh Lowrey and Dan Pickering sit down with Cloverleaf Infrastructure CEO, David Berry, to discuss the many innovative strategies and vision a project of the magnitude entails.
David Berry gives us a glimpse of his extraordinary expertise and how new consumers of energy like data centers and AI are ramping up the need of continuous power.
This was a great conversation and this episode could have easily lasted 5 hours. Tune in here.
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April 14, 2026
April 14, 2026
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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.
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April 13, 2026
April 14, 2026
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Oil tanker Rich Starry abruptly reversed course in the Strait of Hormuz, joining hundreds of stalled vessels amid rising tensions disrupting global energy flows.
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April 9, 2026
April 13, 2026
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The prospect of a cease-fire between the U.S. and Iran drove oil prices and energy stocks lower Wednesday as traders anticipated at least a temporary respite for markets.
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April 8, 2026
April 9, 2026
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Dan Pickering, Founder and CIO of Pickering Energy Partners, says that Iran is loathe to give up its leverage on the Strait of Hormuz, and that until loaded ships move out of the Strait and empty ships move in, any solution remains temporary. He says that oil prices will likely hover around $70 to $90 per barrel.
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April 7, 2026
April 7, 2026
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The Iran war calls for a fundamental rethink of a sector that investors had shunned for years
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April 6, 2026
April 8, 2026
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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.
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April 4, 2026
April 6, 2026
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Experts warn Iran’s influence over the Strait of Hormuz could disrupt energy flows, elevate oil prices, and create lasting global economic consequences.
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March 25, 2026
April 2, 2026
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Dan Pickering of Pickering Energy Partners On Global Oil Prices
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March 24, 2026
March 25, 2026
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Dan Pickering of Pickering Energy Partners On Global Oil Prices
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March 19, 2026
March 20, 2026
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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.
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March 18, 2026
March 20, 2026
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Dan Pickering, founder and CIO of Pickering Energy Partners, discusses the oil industry.
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March 16, 2026
March 18, 2026
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It is time to be more optimistic about oil markets and energy stocks.
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March 12, 2026
March 18, 2026
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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.
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March 10, 2026
March 18, 2026
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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.
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March 2, 2026
March 7, 2026
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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.
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