Page 8 - Dan Pickering News Today

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

U.S. oil companies have prioritized shareholder returns over future output, resulting in a $128 billion windfall for investors

Dan Pickering, Chief Investment Officer of Pickering Energy Partners (PEP), discusses U.S. production and  M&A after a “funky and weird” 2022 and sees the U.S. shale boom settling into a “shale business.”

At a recent energy conference, E&P leaders also warned that the energy transition needs to slow down or the U.S. will face European-style disruptions.

High prices have predictably led to production booms that end in busts. But in this cycle, the focus has shifted from production growth to cash flow growth.

Black Hills is an under-the-radar energy play with affordable coal and natural gas supplies and a growing revenue base. Read more about an investment in this South Dakota-based company.

Industry veterans and experts share insight on energy transition trends evolving in the Permian Basin.

Forum Energy Technologies, Inc. (NYSE:NYSE:FET) Q3 2022 Results Conference Call November 09, 2022 12:00 PM ET Company Participants Rob Kukla - Director, IR Neal Lux - President and CEO Lyle...

Industry veteran Dan Pickering revealed the truth behind his firm’s focus on the energy transition, how it plans to grow investments and trends that have emerged.

The latest production cut announced by the OPEC+ oil cartel brings to light vulnerabilities but also opportunities in North American energy policy.