Pickering Energy Partners

Pickering Energy Partners

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PEP Library
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Q2 PEP Talk: Oil, Inflation, and the Future of US Shale

In this Pickering Energy Partners (PEP) quarterly webinar series, SailingStone Capital Partners tap into the "PEP Energy Brain" to explore trends and opportunities in the energy sector.

June 28, 2023

December 19, 2024

Pickering Energy Partners

To replay this webinar, please click here.

Date: Wednesday, June 28th
Time: 10:00 AM - 11:00 AM (CST)

In this webinar, SailingStone Capital Partners join together to discuss their recently published First Quarter Commentary LINKED HERE. In particular, SailingStone discuss the relationship between oil price and inflation and the implications of a maturing US shale oil industry.

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 Talks are thematic webinars for clients and key constituents.

Q2 PEP Talk: Oil, Inflation, and the Future of US Shale

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August 19, 2026

August 21, 2026

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American Oil Reserves fall to 293.4 million barrels

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August 19, 2026

August 20, 2026

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Diesel prices 'really high' as Middle East tensions fester

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August 19, 2026

August 20, 2026

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Iran's nightmare: Hormuz slipping through fingers

US maritime patrols are shifting control of the Strait of Hormuz, as vessels increasingly use the Omani route despite continued threats from Iran.

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August 12, 2026

August 20, 2026

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Iran wants a mafia-style ‘protection’ toll on the Strait of Hormuz, but the eye-popping $20 billion per year haul is a pipe dream

Iran’s proposed Strait of Hormuz fee system could generate billions annually, reshape Gulf security, and permanently alter global energy markets.

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Commentaries

August 12, 2026

August 12, 2026

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July 2026 - Commentary from Dan Pickering

We are enthusiastic dip buyers, while refusing to be rally sellers.

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August 5, 2026

August 12, 2026

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Oil prices fall amid hopes Strait of Hormuz reopens soon

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July 30, 2026

August 4, 2026

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Oil Giants’ Soaring Profits Clash With Waning Momentum in Stocks

Oil and gas companies are expected to report enormous profit growth as the war in Iran drives energy prices higher, but their stocks continue to underperform because investors question whether those gains will last. Political sensitivity and uncertainty around oil prices may also make companies reluctant to immediately increase dividends or stock buybacks.

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July 28, 2026

August 4, 2026

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Big Oil Is Raking In Billions From the Iran War. Can It Avoid Trump’s Fury?

President Trump initially celebrated rising oil prices because they boosted U.S. energy profits. However, after the Iran war pushed crude prices from roughly $66 to an average of $95 per barrel between March and June, oil companies and their allies are now poised to receive major financial gains. The situation has become politically inconvenient for Trump, who is no longer pleased with the consequences of the price surge.

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July 18, 2026

July 20, 2026

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Trump may have to choose between an endless quagmire and ceding the Strait of Hormuz to Iran

Iran’s renewed threat to the Strait of Hormuz leaves Trump facing a stark choice as oil reserves shrink, fuel prices rise, and the conflict escalates.

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July 8, 2026

July 9, 2026

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Oil Market Calm Is Shattered by Fresh Hostilities

Oil prices climb as cracks in the U.S.-Iran cease-fire, renewed Hormuz tensions, and potential strikes revive volatility in global energy markets.

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Commentaries

June 30, 2026

July 7, 2026

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June 2026 - Commentary from Dan Pickering

Voting machine vs. weighing machine. The voting machine is winning.

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June 26, 2026

June 30, 2026

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Oil markets dealing more with sentiment than fundamentals

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June 17, 2026

June 30, 2026

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It could take 6-10 weeks for things to return to normal after Hormuz reopens: Dan Pickering

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June 12, 2026

June 19, 2026

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Chevron CEO: Oil Market Running on Borrowed Time as Safety Cushions Shrink

The global oil market has avoided the catastrophic supply crunch many feared when the Iran war broke out, but it’s far from balanced.

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June 9, 2026

June 19, 2026

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War in Iran continues to strengthen oil and gas companies' balance sheets

Fitch Ratings upgraded its oil and gas sector outlook to “improving” from “neutral,” and Moody’s maintained its positive outlook.

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9/30/2026 4:30 PM

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