Ambient

PEP has deployed over $15.5 billion in capital across all energy subsectors and tracked over 350+ energy firms in the investment universe. Our team has over 500+ years of combined knowledge, expertise, and experience inside the world of technology, energy, mobility. Our connections span the entire energy landscape and integrate learnings from the perspectives of investors, analysts, consultants, and advisors. At PEP, we’re Inside Energy.

A colorful neural network

Dan Pickering Advises Oil Stocks to Watch on CNBC’s The Exchange

Read More

Global Natural Resources Q4 2021

Commentary | Fourth Quarter 2021

2021 has been a remarkable year for all things Energy Transition. There has been a litany of promising advancements in areas such as grid-scale energy storage systems (“ESS”) and EV penetration rates which are running well ahead of even the most aggressive forecasts. Conversely, troubling developments in Europe and the U.K. are stark reminders of the limitations of renewables and the unintended consequences of misplaced policy decisions. Regulators and investors are being forced to reconsider some long-held fundamental assumptions while consumers and the broader economy suffer from spiraling energy and heating costs.

Read More
A colorful neural network

Renewable Constraints

The Energy Transition – A Realistic Look at the Path Forward

We cannot wait until the world’s economy is powered entirely by renewables, if that is even possible; we need to mitigate greenhouse gas emissions right now. Combatting climate change means taking a pragmatic approach to what is feasible today and identifying and capitalizing on the innovators who will deliver solutions for tomorrow. By encouraging the responsible production of key enabler commodities like natural gas, copper, lithium, and aluminum, investors and policymakers can both accelerate and lower the price tag of the Energy Transition.

Read More
A colorful neural network

December 2021 – Monthly Commentary from Dan Pickering

December 2021

December was an OK finish to a very good year.

Read More

Dan Pickering Discusses Oil Supply and Demand on CNBC

Will oil prices continue to rise? Not necessarily — keeping global supply and demand in mind.

Read More

Pickering Energy Partners Hires Jason Martinez to Lead Energy Transition Advisory Practice

Martinez brings more than 25 years of energy industry experience to Energy Transition Advisory.

Read More

Merge Completes Series A Funding, Continuing Pickering Energy Partners’ Leadership in Energy Transition

Series A financing to accelerate market growth for PEP-backed fleet electrification solutions firm.

Read More
Globe

November 2021 – Monthly Commentary from Dan Pickering

November 2021

November was generally a bust across the market, but energy was worse.

Read More
A colorful neural network

October 2021 – Monthly Commentary from Dan Pickering

October 2021

Decent back-to-back months. October was another good period for energy.

Read More
A colorful neural network

Inconvenient Truths

October 2021

An analysis of the real-world implications of the Energy Transition with a focus on the opportunities and challenges facing capital allocators and policy makers.

Read More
A colorful neural network

September 2021 – Monthly Commentary from Dan Pickering

September 2021

A September to remember. Energy had a strong month while overall markets were lackluster/weak.

Read More

Inflation & The Energy Transition

September 2021 Commentary

The COVID pandemic, and the response of governments and central banks around the world, have engendered an on-going debate about the outlook for inflation. Transitory or perhaps a bit stickier? Inflation skeptics rightly point to the remarkable deflationary impact of technology and innovation as well as a labor pool distorted by temporary incentives for the able bodied to remain at home.

Read More

August 2021 – Monthly Commentary from Dan Pickering

August 2021

August was a flattish month overall for energy, but there was plenty of activity beneath the surface.

Read More

July 2021 – Monthly Commentary from Dan Pickering

July 2021

July was a soggy month for energy.

Read More

Global Natural Resources Commentary

Second Quarter 2021

Read More