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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.
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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.
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December 2021 – Monthly Commentary from Dan Pickering
December 2021
December was an OK finish to a very good year.
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Dan Pickering Discusses Oil Supply and Demand on CNBC
Will oil prices continue to rise? Not necessarily — keeping global supply and demand in mind.
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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.
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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.
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November 2021 – Monthly Commentary from Dan Pickering
November 2021
November was generally a bust across the market, but energy was worse.
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October 2021 – Monthly Commentary from Dan Pickering
October 2021
Decent back-to-back months. October was another good period for energy.
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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.
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September 2021 – Monthly Commentary from Dan Pickering
September 2021
A September to remember. Energy had a strong month while overall markets were lackluster/weak.
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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.
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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.
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July 2021 – Monthly Commentary from Dan Pickering
July 2021
July was a soggy month for energy.
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Pickering Energy Partners, Heikkinen Energy Advisors Merge to Form PEP Insights
New partnership brings enhanced capabilities and insights to PEP
Pickering Energy Partners (PEP), a Houston-based energy financial services firm, today announced a merger with Heikkinen Energy Advisors (“Heikkinen”), an investment advisor providing high-quality insights across all sectors of the energy industry.
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Connecting the Dots: Breaking the ESG Code
The pursuit of long-term capital can often feel like a continual attempt at deciphering a never-ending array of complex codes.
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