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Dan Pickering, Founder and CIO of Pickering Energy Partners, shared forward-looking thoughts of the energy sector's challenges and opportunities in Hart Energy's January issue of Oil and Gas Investor.
The potential impacts of the new administration, LNG permitting, and shale M&A dynamics are driving the market. Tariffs and inventory, especially in the Permian Basin, could influence energy stability in 2025 and beyond.
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November 11, 2025
November 12, 2025
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The Trump administration plans to allow new oil and gas drilling off the California coast for the first time in roughly four decades and setting up a confrontation with Gov. Gavin Newsom, a Democrat who has fought offshore drilling.
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November 5, 2025
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The Song Remains the Same
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November 4, 2025
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Oil and gas output is up but low prices and potential policy changes weigh on investment opportunities
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October 30, 2025
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The Trump administration plans to allow new oil and gas drilling off the California coast for the first time in roughly four decades and setting up a confrontation with Gov. Gavin Newsom, a Democrat who has fought offshore drilling.
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October 23, 2025
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The Interior Department also said it would allow a contentious road to be built through the Izembek National Wildlife Refuge in southwestern Alaska.
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October 20, 2025
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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.
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October 17, 2025
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Storm Clouds Approaching
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October 10, 2025
October 10, 2025
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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.
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October 7, 2025
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Dan on CNBC Asia
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September 14, 2025
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Founded by Trump’s former energy secretary, Liberty Energy leads an AI-powered fracking shift, cutting costs and boosting efficiency nationwide.
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September 3, 2025
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Chopping Along
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August 26, 2025
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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?
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August 12, 2025
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Transaction Creates Clean Energy Platform Spanning Residential, Commercial, and Utility Markets
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August 8, 2025
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Patience remains the mantra
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July 8, 2025
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Can’t keep a bull market down!
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