Why BEV market share—not sales volume—matters most for EU CO₂ targets amid stricter rules, stalled growth, and industry-wide compliance challenges.
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Managed by PEP Chief Investment Officer, Dan Pickering, the PEP Public Investment Strategies are designed for sophisticated investors seeking tactical concentrated equity exposure to traditional energy and the Energy Transition.
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A rough month. Energy was the worst subsector in an incredibly choppy market.
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Matador Resources is cutting 2025 drilling plans and capital spending by $100 million amid lower oil prices, while keeping flexibility to adjust production and rig count based on market conditions.
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Despite plunging oil prices and investor jitters, seasoned energy investors remain cautiously optimistic, seeing long-term value as Trump pushes for energy dominance and OPEC raises supply.
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U.S. tech giants are driving a global shift in climate compliance, pressuring energy and manufacturing sectors to meet stricter European sustainability standards.
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Join hosts Josh Lowrey and Dan Pickering on the Energy In Transition Podcast, the premier voice for all things related to the energy transition..
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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.
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Bad things are happening, fear is high and sentiment is awful.
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Texas oil jobs at risk as market reels from Trump tariffs
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Eager to stay in Mr. Trump’s good graces, oil executives refrain from publicly criticizing the president. But privately, ‘Everyone’s afraid.’
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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.
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A guide to how energy companies are refining their investor messaging to capitalize on sustainability progress, strengthen trust, and drive long-term value creation.
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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.
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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.
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What’s driving oil prices in 2025 — market shifts, forecasts, and what traders should watch.
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