Commentary
The latest from PEP: updates, reports, analysis, and so much more.

Regaining Control of the Energy Narrative: The Top 15 Anticipated ESG-Related Considerations That Will Influence Strategy in 2023
Read More
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…
Read More
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.
Read MorePEP Commentary
Subscribe to regular updates from our experts on the latest market updates and trends. Informed analysis and predictions that bring you Inside Energy.