It’s earnings season for the world’s major oil services companies — Halliburton and Baker Hughes. Because of global oversupply, U.S. crude oil has been priced below the break-even point for a lot of oil companies.

Storm Clouds Approaching

In our latest thought leadership piece, Johanna Kingsfield, Consulting & Advocacy Analyst at Pickering Energy Partners, examines the intensity of AI and data centers on energy, critical minerals, water, land, and local communities. The piece also discusses potential solutions Big Tech, local governments, states, and communities can consider.

Dan on CNBC Asia

Founded by Trump’s former energy secretary, Liberty Energy leads an AI-powered fracking shift, cutting costs and boosting efficiency nationwide.

Chopping Along

Dan Pickering on CNBC Asia discussing his view on the oil markets, ADNOC’s 15 year LNG purchase deal with Indian Oil, and the XRG-Santos deal?

Transaction Creates Clean Energy Platform Spanning Residential, Commercial, and Utility Markets

Patience remains the mantra

Can’t keep a bull market down!

CNBC’s “Power Lunch” team is joined by with Dan Pickering, founder and CIO of Pickering Energy Partners, to discuss the threat of tariffs on oil and energy, the potential impact on costs and more.

After two years of rapid dealmaking, U.S. oil M&A has hit pause amid volatile prices and geopolitical shocks; experts predict months before major deals revive.

Oil and Gas Investor's 2025 class of honorees are changing the future of their company and the energy industry.

Graham Conway, PhD and Director at Pickering Energy Partners, presented our June Market Analysis and Transportation in Review, highlighting a critical policy move. The EPA’s Set 2 proposal, released June 13, marks a meaningful pivot in biofuels strategy.

Shell refutes a Wall Street Journal report of early merger talks with BP, but speculation underscores BP’s vulnerability and the industry-shaking scale of any tie-up.