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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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.
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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.
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PEP Research Team’s daily research note keeps our clients up-to-date on the energy landscape with investable ideas.
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Macro overview of the Energy sector including Oil & Gas production models and semi-annual energy outlooks.
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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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