PEP Library
Events

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

Full Post
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.

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

Timeframe

Add to calendar

Location

No items found.

Connect

No items found.

Sponsored

PEP Library

Explore Our Latest Insights

Visit page
Visit Library post
The Iran war calls for a fundamental rethink of a sector that investors had shunned for years
Visit page
Visit Library post
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.
Visit page
Visit Library post
Experts warn Iran’s influence over the Strait of Hormuz could disrupt energy flows, elevate oil prices, and create lasting global economic consequences.
Visit page
Visit Library post
Dan Pickering of Pickering Energy Partners On Global Oil Prices
Visit page
Visit Library post
Dan Pickering of Pickering Energy Partners On Global Oil Prices
Visit page
Visit Library post
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.
Visit page
Visit Library post
Dan Pickering, founder and CIO of Pickering Energy Partners, discusses the oil industry.
Visit page
Visit Library post
It is time to be more optimistic about oil markets and energy stocks.
Visit page
Visit Library post
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.
Visit page
Visit Library post
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.
Visit page
Visit Library post
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.
Visit page
Visit Library post
Dan Pickering, founder and CIO of Pickering Energy Partners, discusses the impact of Middle East tensions on global energy markets.
Visit page
Visit Library post
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.
Visit page
Visit Library post
Dan Pickering, founder and CIO of Pickering Energy Partners, discusses the impact of Middle East tensions on oil supply.
Visit page
Visit Library post
Dan Pickering discusses how energy-company relocations are reinforcing Houston’s dominance and boosting its real estate market in a Bloomberg interview.
Ready to get started?
Contact our specialized teams at PEP for more information.