.webp)
Pickering Energy Partners expands its Investment Banking practice with the addition of a team led by former Barclays Managing Directors Robyn Underwood and Jason Kivett, bolstering their expertise in traditional oil and gas and further enhancing their capabilities in M&A advisory and capital raising.
Direct Air Capture (DAC) presents challenges and opportunities, with current federal and state incentives making early projects feasible, but significant uncertainties remain around cost reductions and long-term viability due to volatile carbon markets and unproven large-scale implementation.
Report 1: Carbon Capture Fundamentals and Industrial Point Source Emissions
Amid the changing ESG landscape, hydrocarbon industries face anti-fossil fuel pressures via shareholder activism, regulations, and insurance changes.
Dan Pickering attributes the upward pressure on oil prices to diminishing recession expectations and reduced OPEC supply in his interview on CNBC's Street Signs Asia.
Another nice month for energy. Oil’s rally was strong, but most interestingly, it was quiet…
Join PEP IB and Latham & Watkins to learn about the implications and potential financing alternatives resulting from newly released Treasury and IRS guidance regarding the purchase and sale of tax credits provisioned in the Inflation Reduction Act.
Oil remains a meandering commodity, trading around $70/bbl as market participants await macroeconomic clarity. Industry players continue to take matters into their own hands via active consolidation…
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.
May 2023 was another ugly month for the energy sector on an absolute and relative basis. We recently talked about liking oil markets more than the stock market. This is still true, but the stock market is working and oil markets are not…
Introducing PEP’s proprietary screening model for carbon capture development.
In their First Quarter 2023 Commentary, SailingStone addresses the structural challenges that persist as concerns about inflation have waned, the relationship between oil and inflation, and the implications of a maturing US shale oil industry.
In the face of uncertainty, we fall back to our long-held belief that oil supply is restrained and any demand problems will be moderate, not severe.
Dan Pickering, CIO of Pickering Energy Partners, highlights that "Energy fundamentals look better than energy prices right now" as he discusses the energy sector pullback, cash-flow levels, and growth opportunities in top energy names on CNBC's 'The Exchange.'
Dan Pickering talks about the crude oil markets on CNBC's Street Signs Asia, noting that while supply and demand fundamentals are strong, market sentiment remains nervous.