Research
Events
Commentaries
Thought Leadership
News
Webinars
Media
Library Authors

Dan
Pickering

Our Team
|
Chief Investment Officer

Dan Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP). PEP is a financial services firm focused on Investments and Advice in the energy sector – both traditional oil and gas and energy transition. Prior to PEP, he served as the President of Tudor, Pickering, Holt & Co., and Chief Investment Officer of TPH Asset Management. He has spent 30 years as an Energy Portfolio Manager, Researcher, and Analyst, first at Fidelity Investments (where he managed ~$1 billion of energy sector funds), then as Head of Research at Simmons & Company and as the founding partner of Tudor, Pickering, Holt & Co.

He currently serves as the Portfolio Manager of PEP’s energy equities strategy, is on the Investment Committee of PEP’s energy co-investment and private equity strategies and serves in various business development and oversight roles across the firm.

Dan is the Board Chair of Merge Electric Fleet Solutions and also serves on the Advisory Boards for the Houston CFA Society, Capital Creek Advisors, Dynamo Energy Hub, Midway Companies, as well as the Posse Foundation, the Board of Trustees for Texas Children’s Hospital and the Texas Children’s Hospital Foundation.

He holds a BS in Petroleum Engineering from the Missouri School of Science and Technology and an MBA from the University of Chicago.

Visit page
Visit page
Dan Pickering, CIO of Pickering Energy Partners, discusses on CNBC Street Signs Asia the lack of solutions for a significant Middle East supply shock beyond SPRs and high prices, while also commenting on the ExxonMobil bid for Pioneer Natural Resources and the consolidation trend in the Permian Basin.
Visit page
Join Josh Martin as he interviews Osmar Abib and Dan Pickering on their thoughts regarding the potential merger and any knock-on impacts across the industry.
Visit page
Dan Pickering shares his top investment ideas for the oil sector on CNBC, highlighting opportunities and strategies for investors in the current market environment.
Visit page
Dan Pickering, CIO of Pickering Energy Partners, discusses on CNBC Street Signs Asia why a $100+/BBL oil price may not be beneficial for investors, despite oil reaching its highest level in a year.
Visit page
Dan Pickering, CIO of Pickering Energy Partners, expresses concerns about demand if crude oil prices reach $100 per barrel, discussing the potential implications for energy markets on CNBC's 'Closing Bell Overtime.'
Visit page
Chipping away... On the oil macro front, the things we’ve been waiting for and expecting have finally started to play out. Inventories are beginning to draw, notably in the United States.
Visit page
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.
Visit page
Another nice month for energy. Oil’s rally was strong, but most interestingly, it was quiet…
Visit page
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…
Visit page
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…
Visit page
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.
Visit page
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.'
Visit page
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.
Visit page
Underneath the collapse of Silicon Valley bank and the resulting fears of a financial/banking crises, March’s stock market remained about the tug-of-war between the economy and interest rates...
Visit page
Two years into Value over Volume, most US upstream players have adopted similar mantras which de-emphasize production growth and have a strong commitment to returning capital to shareholders…
Visit page
Dan Pickering's 2022-2023 PEP Macro Outlook provides insights into the energy sector's trajectory, analyzing market dynamics, commodity prices, and the impact of global economic conditions on energy investments.
Visit page
After a profitable year, some oil companies are decelerating their shift to renewables, with industry leaders now advocating for a more gradual reduction in fossil fuel use despite acknowledging climate change.
Visit page
Now that’s how you start a year. January saw the stock market explode out of the gates with the S&P500 rallying +6.3% and the Nasdaq Composite jumping +10.7%...

Connect

No items found.

Location

No items found.

Team

No items found.
Ready to get started?
Contact our specialized teams at PEP for more information.