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.

Are We in an Energy Transition?

Pickering Energy Partners is your go-to source to see where the future of energy is headed

Today, we’re improving, expanding, and redefining the way that we power our world through energy. Our ever-evolving relationship with energy spans millions of years and our society will always look for ways to maximize resources and energy outputs. Where we’ve been will help us see what comes next in the energy transition.

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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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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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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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New Year, New Outlook

Today’s environment brings unprecedented complexity to the energy markets. While volatility is par for the course in the energy industry, 2020 showed us just how tumultuous the market could be

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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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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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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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Global Natural Resources Commentary

First Quarter 2021

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

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Global Natural Resources Commentary

Second Quarter 2020

The dislocations created by COVID-19 and the subsequent global economic shutdown have scarred countries and communities around the globe.

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Global Natural Resources Commentary

Third Quarter 2020

The commodity markets continue to heal, despite an extremely volatile economic and geopolitical backdrop.

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Global Natural Resources Commentary

Fourth Quarter 2020

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Global Natural Resources Commentary

First Quarter 2020

Each quarter, the Dallas Fed publishes a survey of U.S.E&P and oil service companies. While the data is informative, the “Comments” section is often more insightful. Amidst COVID-19 projections and calls for government intervention to “protect America’s energy independence”, two observations stood out as being particularly on-point in the just-released first quarter survey. We have no clue what to say about oil and gas prices.

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Global Natural Resources Commentary

Second Quarter 2021

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