PEP Library
Events

Q2 PEP Talk: Oil, Inflation, and the Future of US Shale

Full Post
In this Pickering Energy Partners (PEP) quarterly webinar series, SailingStone Capital Partners tap into the "PEP Energy Brain" to explore trends and opportunities in the energy sector.

To replay this webinar, please click here.

Date: Wednesday, June 28th
Time: 10:00 AM - 11:00 AM (CST)

In this webinar, SailingStone Capital Partners join together to discuss their recently published First Quarter Commentary LINKED HERE.  In particular, SailingStone  discuss the relationship between oil price and inflation and the implications of a maturing US shale oil industry.

SailingStone Capital Partners, a division of Pickering Energy Partners, provides investment solutions in the global natural resource space with a specific focus on the industrial businesses, commodities and infrastructure assets that are necessary to enable decarbonization efforts while also addressing global energy poverty. SailingStone manages concentrated public and private equity strategies for institutional investors.

PEP Talks are thematic webinars for clients and key constituents.

Q2 PEP Talk: Oil, Inflation, and the Future of US Shale

Timeframe

Add to calendar

Location

No items found.

Connect

No items found.

Sponsored

PEP Library

Explore Our Latest Insights

Visit page
Visit Library post
Oil Markets Remain in Limbo
Visit page
Visit Library post
Opportune LLP acquires Pickering Energy Partners’ Consulting & Advocacy practice, expanding sustainability and energy advisory services.
Visit page
Visit Library post
Dan on energy markets, capital allocation, and the road ahead.
Visit page
Visit Library post
Dan on CNBC
Visit page
Visit Library post
Rising electricity and gas bills are hitting households nationwide as utilities win rate hikes, aging power grids need upgrades, and growing energy demand and natural gas prices push costs higher.
Visit page
Visit Library post
Resman Energy Technology Sold to SLB
Visit page
Visit Library post
Oilfield services group SLB is in position to win some of the first contracts under Donald Trump’s plan to revive Venezuela’s ailing oil industry, capitalising on its century long presence in the Caribbean nation.
Visit page
Visit Library post
Texas oilman Rod Lewis has made millions drilling in places even other wildcatters find too dangerous.But when he flew to Venezuela in 2024, he encountered an opportunity that was as treacherous—and possibly as profitable—as any in the world.
Visit page
Visit Library post
Exxon stock hit a record on Tuesday, rising 1.5% to $125.94. The oil giant is winning the hearts of investors, even as it’s getting the cold shoulder from the president.
Visit page
Visit Library post
Exxon stock hit a record as investors backed the oil giant’s cautious stance on Venezuela, even as President Trump signaled frustration over its hesitation.
Visit page
Visit Library post
As other oil executives lavished President Trump with praise at the White House, Exxon Mobil CEO Darren Woods bluntly said the Venezuelan oil industry is currently “uninvestable,” and that major reforms are required before even considering committing the many billions of dollars required to revitalize the country’s dilapidated crude business.
Visit page
Visit Library post
President Donald Trump is set to meet with Big Oil executives Friday as part of a weeklong charm offensive to persuade America’s largest energy companies to return to Venezuela.
Visit page
Visit Library post
President Trump wants to drive down oil prices to $50 a barrel. Getting to that price appears doable with Venezuela, though keeping it there comes with risks.The good news for the administration is that, if the real goal is to lower gasoline prices for U.S. consumers, global oil prices might not need to come down that much.
Visit page
Visit Library post
How AI, geopolitics, and policy uncertainty will redefine energy markets and capital strategy in 2026—and where opportunity emerges.
No items found.
Visit page
Visit Library post
Venezuela was 2026’s first geopolitical wildcard.
Ready to get started?
Contact our specialized teams at PEP for more information.