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Dan Pickering
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Dan Pickering

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Seismic’ blue wave triggers the sinking of oil prices, energy stocks, and the chances of power permitting reform

Energy stocks tumbled after Democratic midterm wins, as falling oil prices and fears over data center restrictions rattled Texas power producers.
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November 4, 2026
November 7, 2026
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Dan
Pickering

Most energy stocks plunged on Wednesday—except for clean power and utilities in a few remaining reliably red states—as crude oil prices fell to one-month lows because of bullishness on Iran war peace talks and bearishness on the data center boom after Democratic blue wave wins in the midterm elections.

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Seismic’ blue wave triggers the sinking of oil prices, energy stocks, and the chances of power permitting reform

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Commentaries
November 6, 2026
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Energy Commentary – November 6, 2026

Voting machine vs. weighing machine. The voting machine is winning.
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November 4, 2026
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Seismic’ blue wave triggers the sinking of oil prices, energy stocks, and the chances of power permitting reform

Energy stocks tumbled after Democratic midterm wins, as falling oil prices and fears over data center restrictions rattled Texas power producers.
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Drill, Harvest or Sell? Private E&Ps Rethink M&A Strategies

Private E&Ps rethink oil and gas M&A as drilling inventory tightens, weighing asset sales, consolidation and development amid volatile prices.
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The Oil Giants Are Raking In Cash. Here’s What They’ll Do With It.

The five global oil majors added $67 billion to their huge cash piles in the third quarter. Don’t expect a spending spree anytime soon.
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Innovex expects 2027 revenue up roughly 10% as subsea pipeline grows and Venezuela ramps

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Forum Energy raises 2026 outlook to $900M-$920M revenue amid Premiere Torque Rings acquisition

Earnings Call Insights: Forum Energy Technologies (FET) Q3 2026
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EQT becomes the nation’s leading natural gas ‘juggernaut’ witha $13B deal as data center, export demand surges

EQT’s $12.8 billion acquisition of Range Resources would create the nation’s top natural gas producer as data center and LNG export demand rises.
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October 22, 2026
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Dan Pickering on when we will see "demand destruction" because of high gasoline prices

Dan Pickering talks with CNBC’s Brian Sullivan about oil prices, energy deals, Venezuela’s production outlook and signs of slowing fuel demand.
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October 20, 2026
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Oil Slips as Iran Talks Fuel Volatility

Brent crude settles near $109 as conflicting reports on US-Iran talks shake oil markets amid tanker attacks and ongoing tensions in the Strait of Hormuz.
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Dan Pickering
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October 15, 2026
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The Houthis’ Saudi attacks are ‘unprecedented.’ Trump wants to ‘ignore’ them until the midterms, but the chaos may force U.S. to respond

Rising Houthi attacks on Saudi Arabia and renewed Iranian targeting of shipping raise fears of October escalation around the Strait of Hormuz.
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Dan Pickering
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October 14, 2026
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The cost of shipping a tanker of crude oil has skyrocketed due to war

Freight rates for moving U.S. oil to Asia have soared from $3 to $6 per barrel before the war in Iran to around $38 per barrel today.
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Dan Pickering
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October 13, 2026
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Energy Commentary - October 13th from Dan Pickering

The World Moves Fast.
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October 11, 2026
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Trump says Ukraine should get a new leader as he spars with Zelensky over US-Russia diesel deal

Trump suggests Ukraine replace Zelensky as the leaders clash over a US-Russia diesel deal that Kyiv warns could prolong the war.
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Oil Prices rise after attacks on Saudi Aramco sites

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‘Groundhog Day’: Iran is unlikely to let the war end until after the midterms—and may even escalate soon

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.
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Dan Pickering
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