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

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

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

April 2021 – Monthly Commentary from Dan Pickering

April 2021

Energy was flat/mixed during April.

Read More

Global Natural Resources Commentary

First Quarter 2021

Commodity markets continue to heal, as evidenced by falling inventories across most products.

Read More

March 2021 – Monthly Commentary from Dan Pickering

March 2021

After a very strong February, energy mostly scratched out additional gains in March.

Read More