Explore how the latest 2025 tariffs could drive up vehicle prices, disrupt global supply chains, and reshape the future of the U.S. automotive industry.
Research
The PEP Research team is the nexus of PEP's energy knowledge base, providing thoughtful market intelligence that integrates learnings from across the energy sectors.
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Reports
Our analysts average 15+ years of experience covering their respective sectors, with prior roles spanning investment, research, and industry operations. PEP Research provides insights and investable ideas in energy services and upstream oil and gas.
Daily Energy Thoughts
PEP Research Team’s daily research note keeps our clients up-to-date on the energy landscape with investable ideas.
Macro Topical Reports
Macro overview of the Energy sector including Oil & Gas production models and semi-annual energy outlooks.
Micro Topical Reports
In-depth reports offering deep dives on specific topics helping our clients get up-to-speed in the ever-changing Energy sector.
Earnings Season Commentary
Quick and detailed analysis of company earnings reports and post-earnings call follow-ups to assist our clients.
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A guide to how energy companies are refining their investor messaging to capitalize on sustainability progress, strengthen trust, and drive long-term value creation.
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An analysis urging the energy sector to maintain focus on sustainability and ESG principles despite political shifts, emphasizing the volatility of independent voters and global regulatory trends.
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U.S. natural gas producers and investors are ramping up activity in Louisiana’s Haynesville shale basin as rising LNG export demand and new project approvals drive expectations of a supply boom.
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What’s driving oil prices in 2025 — market shifts, forecasts, and what traders should watch.
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Exploring the evolving realities of the global energy transition, highlighting the challenges of net-zero goals, rising energy demand, and the geopolitical implications of resource security.
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Pickering Energy Partners welcomes Dr. Graham Conway to lead low-carbon solutions, expanding PEP’s consulting & advocacy in energy & industrials.
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Join hosts Josh Lowrey and Dan Pickering on the Energy In Transition Podcast, the premier voice for all things related to the energy transition.
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Dan Pickering says Trump’s “drill, baby, drill” policy won’t happen and OPEC action will have a greater impact on lowering oil prices.
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Top energy leaders meet in Houston as Trump pushes fossil fuels, reversing Biden’s climate policies. Experts doubt a drilling surge despite White House calls.
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Trump’s energy policies shake global oil markets as layoffs surge, investment stalls, and crude prices hover around $70 per barrel amid industry turmoil.
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Join hosts Josh Lowrey and Dan Pickering on the Energy In Transition Podcast, the premier voice for all things related to the energy transition.
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Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company and industry research
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