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The United States is looking to draw a record amount of oil from emergency reserves. How will this affect demand – and how are investors responding? Dan Pickering discusses his predictions on CNBC’s The Exchange with Kelly Evans.
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Houston, Texas, March 15, 2022 (BusinessWire) – SailingStone Capital Partners, a long-time owner of Turquoise Hill Resources Ltd. (TSX:TRQ) (NYSE:TRQ), has delivered the attached letter to the Turquoise Hill Independent Directors.
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On CNBC’s Market Rally, Dan Pickering discusses what he calls “normal volatility in a very abnormal time.” Watch for his take on the need for more trustworthy oil sources in the next three to five years.
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Commodity price spikes are almost always the result of supply shocks that are caused by geopolitical events (i.e. – wars and trade wars) or natural disasters. They are, in a word, unsustainable.
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Facing energy insecurity and high oil prices, the U.S. weighs solutions while geopolitical tensions rise. Dan Pickering joins Sonali Basak on Bloomberg to discuss what it’ll take for the U.S. to offset global dependence on Russia’s oil supply.
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February was a good month for energy stocks, but most importantly, it will wind up being viewed as strategically significant for energy markets and energy investors.
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How will the Russian/Ukrainian conflict affect the energy market?
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recent events increase the likelihood of stagflation, an outcome we believed was already probable given the consequences of prolonged capital constraints on new supply, the material requirements of the Energy Transition and the post-stimulus hangover
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Dan Pickering joins Kelly Evans on CNBC’s The Exchange to discuss what the turmoil in Russia and the Ukraine mean for oil prices in the near- and long-term – and what the situation teaches us about the fragility of the hydrocarbon ecosystem.
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Thinking about stocks, the chickens came home to roost in January. Rising interest rates and tightening commentary from the Federal Reserve sparked a meaningful downdraft by the major stock indices.
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The ESG journey is difficult to navigate and is becoming increasingly complex. This complexity has now crept into the entire spectrum of the capital markets and influences access to new investors, but maintenance of existing as well.
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Pickering Energy Partners (PEP), a Houston-based energy financial services firm, recently launched its Energy Transition Advisory practice, which will build upon the momentum of PEP’s other offerings – including the growing market intelligence busine
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Oil stocks are up more than 15 percent. Dan Pickering covers the best stocks to keep an eye on right now – and why he predicts demand will improve – with Kelly Evans on CNBC’s The Exchange.
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2021 has been a remarkable year for all things Energy Transition. There has been a litany of promising advancements in areas such as grid-scale energy storage systems (“ESS”) and EV penetration rates which are running well ahead of even the most aggr
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We cannot wait until the world’s economy is powered entirely by renewables, if that is even possible; we need to mitigate greenhouse gas emissions right now.