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In their 1Q 2024 Commentary, SailingStone discusses the need to redefine Energy Transition objectives, create a quantitative framework to evaluate the solutions that meet them, and the critical role that natural gas will play in decarbonization.
The finalized "Revisions and Confidentiality Determinations for Petroleum and Natural Gas Systems" rule introduces new emission sources and calculation options effective January 1, 2025, requiring Subpart W reporters to adjust their reporting strategies—contact Pickering Energy Partners for expert guidance on navigating these changes.
Choppy with energy generally outperforming. The industry continues to grind forward with free cash generation, cash returns to shareholders and capital discipline as the mantras.
Dan Pickering discusses Exxon’s earnings release and other energy market dynamics on CNBC, providing expert analysis on the company's performance and the broader energy sector.
In an exclusive "Hedgeye Investing Summit" interview, MacKenzie Davis, Founder & Managing Partner of SailingStone Capital Partners, discusses net zero, mining, metals, and the Energy Transition with Hedgeye CEO Keith McCullough.
Pickering Energy Partners advised O.G. Oil & Gas Limited on the acquisition of non-operated Gulf of Mexico assets from Beacon Offshore Energy, enhancing their deepwater portfolio with interests in key developments and infrastructure.
Shazam!!! March saw very strong performance as the energy sector surpassed the overall market YTD.
In their Year End 2023 Commentary, the SailingStone team explores the future of decarbonization and identifies investment opportunities within.
A step in the right direction. For the month of February, all energy subsectors were higher and several beat the market.
Buckle Up...The Energy Space Is About to Get Even More Messy
Dan Pickering explains oil market dynamics amid geopolitical tensions in 2024 on CNBC’s Street Signs Asia, offering insights into how these tensions are influencing oil prices and market stability.
Kevin MacCurdy, Director of Pickering Energy Partners, joins BNN Bloomberg to discuss ConocoPhillips' fourth-quarter results, providing expert analysis and insights on the company's performance.
Last month we characterized the outlook for 2024 energy markets as a slog – January 2024 is what a slog looks like.
Pickering Energy Partners forms a partnership with energy expert Rick Mauro to enhance their ESG Consulting services, offering clients strategic and technical support in carbon sequestration and methane mitigation amidst a tightening regulatory landscape.