Despite Energy Secretary Chris Wright’s assurances of a Trump-era “green light” for U.S. oil production, the sharp decline in Liberty Energy and oilfield service stocks signals deeper trouble for the shale industry amid weak crude prices, trade tensions, and dwindling demand.
Research
The PEP Research team is the nexus of PEP's energy knowledge base, providing thoughtful market intelligence that integrates learnings from across the energy sectors.
PEP Library
Reports
Our analysts average 15+ years of experience covering their respective sectors, with prior roles spanning investment, research, and industry operations. PEP Research provides insights and investable ideas in energy services and upstream oil and gas.
Daily Energy Thoughts
PEP Research Team’s daily research note keeps our clients up-to-date on the energy landscape with investable ideas.
Macro Topical Reports
Macro overview of the Energy sector including Oil & Gas production models and semi-annual energy outlooks.
Micro Topical Reports
In-depth reports offering deep dives on specific topics helping our clients get up-to-speed in the ever-changing Energy sector.
Earnings Season Commentary
Quick and detailed analysis of company earnings reports and post-earnings call follow-ups to assist our clients.
No items found.
Recent Transactions
No items found.
Gallery
No items found.
Videos
No items found.
No items found.
Contact the PEP Research Team
PEP Library
Explore Our Latest Insights
.webp)
Visit page
Bad things are happening, fear is high and sentiment is awful.
Visit page
Texas oil jobs at risk as market reels from Trump tariffs
Visit page
Eager to stay in Mr. Trump’s good graces, oil executives refrain from publicly criticizing the president. But privately, ‘Everyone’s afraid.’
Visit page
Explore how the latest 2025 tariffs could drive up vehicle prices, disrupt global supply chains, and reshape the future of the U.S. automotive industry.
Visit page
A guide to how energy companies are refining their investor messaging to capitalize on sustainability progress, strengthen trust, and drive long-term value creation.
Visit page
An analysis urging the energy sector to maintain focus on sustainability and ESG principles despite political shifts, emphasizing the volatility of independent voters and global regulatory trends.
Visit page
U.S. natural gas producers and investors are ramping up activity in Louisiana’s Haynesville shale basin as rising LNG export demand and new project approvals drive expectations of a supply boom.
Visit page
What’s driving oil prices in 2025 — market shifts, forecasts, and what traders should watch.
Visit page
Exploring the evolving realities of the global energy transition, highlighting the challenges of net-zero goals, rising energy demand, and the geopolitical implications of resource security.
Visit page
Pickering Energy Partners welcomes Dr. Graham Conway to lead low-carbon solutions, expanding PEP’s consulting & advocacy in energy & industrials.
Visit page
Join hosts Josh Lowrey and Dan Pickering on the Energy In Transition Podcast, the premier voice for all things related to the energy transition.
Visit page
Dan Pickering says Trump’s “drill, baby, drill” policy won’t happen and OPEC action will have a greater impact on lowering oil prices.
Visit page
Top energy leaders meet in Houston as Trump pushes fossil fuels, reversing Biden’s climate policies. Experts doubt a drilling surge despite White House calls.
Upcoming Events
Ready to get started?
Contact our specialized teams at PEP for more information.
Request a Demo
To get started, fill out the form to learn more or request a demo.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.