New Year, New Outlook

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Today’s environment brings unprecedented complexity to the energy markets. While volatility is par for the course in the energy industry, 2020 showed us just how tumultuous the market could be.

Today’s environment brings unprecedented complexity to the energy markets. While volatility is par for the course in the energy industry, 2020 showed us just how tumultuous the market could be. We’ve dealt with the fallout of the COVID-19 pandemic, OPEC price wars, a surge of bankruptcies across the industry, and everything in between. Even still, none of this is new: the pressures reshaping the energy industry have been building for almost a decade, from new and changing regulations to shifting international policies.

At Pickering Energy Partners, we are leveraging hundreds of years of combined experience to deliver real-time understanding, forward-looking analysis, and strategic insights to help our clients navigate the highs and lows. We offer a wide range of strategic consulting capabilities, including investment advice and due diligence support, portfolio deep-dive analyses, and long-term planning for ESG initiatives. Our extensive track record of maneuvering through volatile energy markets also enables us to provide you with critical insight when you need it most.

At Pickering Energy Partners, we’ve seen the world of energy through multiple peak-to-trough cycles, and we are able to share our experiences and work alongside your team to navigate through them. Now, let us put you inside energy. Watch the video to learn more about our strategic consulting services.

New Year, New Outlook

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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.
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Other than that Mrs. Lincoln, how was the play?
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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.
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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.
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Global oil supply recovery may take months, with shifting price dynamics, strong Asian demand, and cautious US producers.
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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.
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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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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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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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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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The Iran war calls for a fundamental rethink of a sector that investors had shunned for years
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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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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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Dan Pickering of Pickering Energy Partners On Global Oil Prices
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Dan Pickering of Pickering Energy Partners On Global Oil Prices
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