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As we have discussed for the past few quarters, rising rates, base effects, and far more persistent inflationary headwinds – the hangover from super stimulated monetary conditions post-COVID – are pressuring global economic activity and with it, asse
In light of President Biden’s proposal to suspend the federal gas tax for 90 days, Dan Pickering joins CNBC’s Power Lunch – alongside ClearView Energy’s Kevin Book – to share his thoughts about global supply and demand and potential impacts on gasoli
In March 2022, the SEC proposed rules to enhance and standardize climate-related disclosures to investors. The proposal modeled recommendations off TCFD, lending regulatory firepower to the framework.
Looking at the U.S. compared to Europe, Dan Pickering discusses the current market’s impact on natural gas and oil prices. He predicts that gas likely has more favorable 15-year trends, but that both oil and gas stocks make sense in the near term. Wa
Over the next two years, PEP Development will focus on deploying at least $300 million of equity capital alongside highly experienced public and private operating companies in the Permian Basin.
In his latest thoughts on gas prices, Dan Pickering predicts that even if oil prices continue to go up, it’s unlikely that we’ll see gasoline prices push upward at the same pace. Watch the full CNBC interview for his take on China’s impact on the oil
If it ain’t broke, don’t fix it. May 2022 was another excellent month for energy. The S&P 500 was dead flat for the month (+0.0%), while Diversified Energy added +14.8% (S&P 1500 Energy, S15ENRS).
Well, that deteriorated quickly. June was a terrible month for energy stocks. While the S&P 500 was dismal at -8.4%, energy was worse with Diversified Energy dropping -17.4% (S&P 1500 Energy, S15ENRS). When parsing through the events of June, it is l
As Europe and the rest of the world sanction Russia, Dan Pickering predicts that we’ll see countries like Saudi Arabia and the UAE start to step up. Watch for his take on demand destruction and the Biden Administration’s trip to Saudi Arabia on CNBC.
As the energy industry continues to see high demand and tight supply markets, at what point do we reach demand destruction? Dan Pickering shares his thoughts about natural gas prices with Kelly Evans on CNBC’s The Exchange.
April 2022 saw energy as the best house in a bad neighborhood. The story in April was the awful financial markets, the worst equity performance in years or decades depending on which index you assess.
Increased awareness of the constraints and physical realities of our collective efforts to both expand and decarbonize the world’s energy systems is a prerequisite to creating the policy and investment climate necessary for success. The next step is
The Biden Administration must balance energy security amid the war in Ukraine while lowering gas prices before midterm elections. How will their decisions impact the market this year and beyond? Watch Dan Pickering on CNBC to get his take.
Dan Pickering discusses the potential market implications of President Biden's Strategic Petroleum Reserve (SPR) release, analyzing its impact on oil prices and the broader energy sector.
Newton’s First Law of Motion says an object in motion tends to stay in motion, unless acted on by a force. There were many forces in the energy markets during March 2022, but energy stocks clearly stayed in motion.