Pickering Energy Partners

@pickeringenergy spoke with PBS @NewsHour about the impact of Middle East conflict on global energy markets. He discussed the Strait of Hormuz situation, where tanker traffic has slowed dramatically with about 15 percent of global oil supply currently trapped behind the strait. Dan noted that while oil prices rallied 7%, Qatar's LNG exports remain blocked as 20% of global LNG supply flows through the strait. He expects the situation to ease within the next 10 days and noted that U.S. consumers should remain relatively insulated due to domestic production capabilities unless the conflict escalates further. Watch here: pbs.org/newshour/show/how-th… #PEP #PickeringEnergyPartners #Iran #investmentbanking #financialservices #energy #oil #oilprice #oilsupply

Kevin MacCurdy, Director of Research at Pickering Energy Partners, was quoted in Barron’s on how the oil majors may use a projected $54B in Q3 cash. Kevin sees acquisitions as one possible outlet. Read: heyor.ca/GjeUH9 #PickeringEnergyPartners #PEP #oil

Kevin MacCurdy, Director of Research at Pickering Energy Partners, was quoted in Fortune on EQT’s $12.8B acquisition of Range Resources and why he sees the premium as justified. Read: heyor.ca/ZhgiJG #PickeringEnergyPartners #PEP #naturalgas

Episode 27 of The Iran Energy Brief is out. @pickeringenergy and Josh Martin discuss rising energy costs are nearing the point where demand is affected, plus diesel, China’s crude drawdowns, and how prolonged disruptions could reshape oil trade. Watch: heyor.ca/l2S8uL

UT Austin Athletics Director Chris Del Conte closed out Day 1 of PEPEC 2026 in a fireside chat with Walker Moody, covering the Protect College Sports Act and how UT athletics economics has evolved, from Gatorade to influencer deals.

Offshore E&P leaders at PEPEC 2026: Eric Hambly of Murphy Oil, Dave Donnelly of Eni, Neal Shah of Kosmos Energy & Oliver Quinn of Meren Energy on shrinking project cycles, investor capex pressure, and why offshore tightness isn't going away.

Is Venezuela the next opportunity? Our #PEPEC2026 panel with Josh Martin, Joe Amador, Carlos Ardila, and Pablo L. walked through the rock, the productivity potential, and the economics, with skilled labor and cost of capital as top challenges.

When does the shale model break? Our #PEPEC2026 panel with @pickeringenergy, Brandon Myers, Lee Dunn, and Matt Gallagher tackled basin supply timelines, drilling strategy amid global price swings, and labor now the toughest headwind in West Texas.

Morning keynote at #PEPEC2026: VoltaGrid CEO Nathan Ough. With 7.5+ GW contracted, VoltaGrid is North America's largest behind-the-meter power provider. Landing the contract is the easy part. Keeping data centers at 99.9% uptime for 15 years is the hard part.

Episode 25 of The Iran Energy Brief is out now. @pickeringenergy & Josh Martin are joined by retired four-star General Jim Slife to talk Iran's implications for energy markets, military strategy, and why a lasting resolution remains elusive. Watch: heyor.ca/r4efap #PEP

PEP research cited in @nytimes on global diesel collapse: Russian volumes down 90%, Middle East down 75% since year start. Dan in @WSJ on the deepening fuel crunch oil executives say has no respite. NYT: heyor.ca/7TnT5G WSJ: heyor.ca/YVFoxK

Episode 24 of The Iran Energy Brief is out now. @pickeringenergy & Joshua Martin cover Brent's move back above $100, escalating U.S.-Iran exchanges, and diesel drawing more central bank attention. Watch: heyor.ca/S3i7ZS #PEP #energymarkets

Episode 22 of The Iran Energy Brief is out now. @pickeringenergy and Joshua Martin dig into why there's no quick end to the U.S.-Iran conflict in sight, covering Hormuz tanker flows, inventory drawdowns, and rising diesel pressure into harvest. Watch: heyor.ca/jxBnlp #PEP

Episode 21 of The Iran Energy Brief is out now. @pickeringenergy & Joshua Martin welcome Renè Javier Aninao of CORBŪ Advisors to talk Strait of Hormuz risk and refining margins as the next inflation flashpoint. Watch: vimeo.com/showcase/12163852?… #PEP #energymarkets #oil

Episode 18 of The Iran Energy Brief is out now. @pickeringenergy and Josh Martin break down the latest U.S.-Iran escalation, growing risks in the Red Sea, and why energy stocks are outperforming as oil climbs. Watch Episode 18: heyor.ca/sKLvKy #PEP #energymarkets #oil

Episode 17 of The Iran Energy Brief is out now. The oil glut narrative didn't last long. @pickeringenergy and Josh Martin break down why Hormuz is still Iran's biggest leverage point and what China's buying behavior means for the market. Watch: heyor.ca/GzBUdj #PEP

Episode 16 of The Iran Energy Brief is out now. @pickeringenergy and Josh Martin stay focused on fundamentals while headlines push oil higher. Hormuz traffic, Chinese demand, and the bear case are all on the table. Watch Episode 16: heyor.ca/WXgdlK #PEP #energymarkets

Episode 15 of The Iran Energy Brief is out now. Hormuz is open, but Dan and Josh discuss why the bear narrative may be premature. They analyze sentiment vs fundamentals and why 2027 crude remains undervalued. Watch: heyor.ca/uxCjlz #PEP #oil

Episode 14 is out now. Fourteen weeks after launching, @pickeringenergy and Josh Martin revisit the original question. They discuss ceasefire market response, inventory rebuild challenges, and skepticism around oversupply. Watch here: heyor.ca/Wzdokt #PEP #oil

Episode 13 is out now. More than 100 days into the disruption, oil markets continue to adapt. Dan and Josh discuss inventory drawdowns and operational minimum levels. Watch here: heyor.ca/NBCyLP #PEP #energymarkets #oil

Episode 12 of The Iran Energy Brief is out now. @Pickeringenergy and Josh break down the resilience of the 2027 crude strip, tightening inventory dynamics, what it would actually take to accelerate U.S. production growth. Watch Ep. 12: vimeo.com/showcase/12163852?…