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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.
PEP Updates
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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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June 2021 – Monthly Commentary from Dan Pickering
June 2021
June was another solid month for the stock market, the oil market, the gas market and energy stocks.
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The Rise Of The EV
The future is now, and electric vehicles are the new frontier
EVs are taking over the roads, and they are here to stay. What started as a market for early adopters and technophiles has transitioned to mass adoption from businesses and the general public. While ESG is creating a rise in demand, lower battery costs, and improved charging infrastructure, the surge in popularity also comes from the promise of a higher quality vehicle.
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May 2021 – Monthly Commentary from Dan Pickering
May 2021
Evidently the oilpatch loves “May flowers” as all energy indices meaningfully outpaced the S&P500 during the month.
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April 2021 – Monthly Commentary from Dan Pickering
April 2021
Energy was flat/mixed during April.
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Global Natural Resources Commentary
First Quarter 2021
Commodity markets continue to heal, as evidenced by falling inventories across most products.
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March 2021 – Monthly Commentary from Dan Pickering
March 2021
After a very strong February, energy mostly scratched out additional gains in March.
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