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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.

Hydrogenated

A deep dive into the market perspective of a new technology and the rising interest in Hydrogen

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Proxy Voting in 2023: Preparing For A New Wave of ESG Engagement

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Dan Pickering Talks Stock Opportunities

Dan Pickering shares his outlook for energy stocks – alongside Energy Aspects’ Amrita Sen – on CNBC’s The Exchange.

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December 2022 – Commentary from Dan Pickering

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Pickering Energy Partners Acted as Co-Manager to Cactus, Inc.

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Pickering Energy Partners Announces Its 2023 Outlook

PEP Research Team Reports Energy Cycle Has Just Begun

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Dan Pickering Discusses Energy Stocks on CNBC

Dan Pickering joins CNBC – alongside Wolfe Research’s Sam Margolin – to share his outlook and picks for energy stocks for the new year.

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Dan Pickering Talks 2023 Energy Markets

With the start of a new year, Dan Pickering joins CNBC’s Squawk Box Asia to share his energy market outlook and price predictions for 2023.

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November 2022 – Commentary from Dan Pickering

November was a generally sidewise month for energy while the S&P500 enjoyed a bear market rally...

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Regaining Control of the Energy Narrative: The Top 15 Anticipated ESG-Related Considerations That Will Influence Strategy in 2023

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October 2022 – Commentary from Dan Pickering

Payback. October was a strong recovery month for risk assets, with energy extending its YTD outperformance. The energy environment remains simultaneously simple and incredibly nuanced…

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SailingStone Third Quarter 2022 Commentary

A lot has been written about inflation lately. And, while we are reluctant to add to the growing discourse on this topic, since much of it, unfortunately, has not been terribly additive to the existing understanding of the many factors that impact price levels, we feel compelled to do so given our expertise in the natural resource sector and our extensive research into the energy transition.

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Pickering Energy Partners Expands Energy Transition Expertise with New Director of Technical Resources

Firm Helps Clients Determine Viability of Hydrogen and Other Carbon Mitigation Investments with Scientific Expertise

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September 2022 – Commentary from Dan Pickering

The world is as complicated and nuanced as we have seen in our career. On the macro front, we have global inflation, sticky US employment and a strong dollar, central banks raising rates around the world, the remnants of the pandemic in China, a European energy crisis, sickly equity markets, sickly debt markets and an escalating conflict between Russia and Ukraine…

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MERGE Electric Fleet Solutions announces a new pilot program in the Permian Basin area

MERGE is launching pilot programs in the Permian - offering two Ford Lightnings for 31 days and a fleet assessment to oilpatch customers.

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