PEP Insights sits at the nexus of the PEP energy brain, providing thoughtful markets intelligence that integrates learnings from across the clean and classic energy universe.

Access deep domain expertise across the energy value chain

Our analysts average 20+ years of experience covering their respective sectors, with prior roles spanning investment, research, and industry communities. PEP Insights covers more energy sectors than ~97% of firms, providing insights and investable ideas in solar, energy services, upstream oil and gas, midstream, electric vehicles, refining, and more.

Experience industry-leading events that redefine what energy is and what energy can become

- Annual flagship TE&MFest conference in Austin, TX
- Exclusive quarterly mini-conferences in Houston, TX
- Bi-weekly energy transition spotlight webinars
- Invite-only investor roundtables
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    Everyone Take a Deep Breath: A Mild Recession Doesn't Doom the Energy Sector

    July 8, 2022

    The current high energy price environment is primarily a function of supply constraints from persistent underinvestment, which should create a much higher floor in crude prices than the ~$60/bbl WTI we estimate the stocks are currently pricing in. A recession would be far from ideal for the Energy sector (or any other for that matter), but the likely outcome seems far better than what the stocks imply today.


    TE&MFest 2022

    PEP’s Landmark Annual Conference

    New and traditional energy meet at TE&MFest. Join us in Austin, TX, on September 15-16 for innovative speakers, engaging sessions, and unique access.


    Energy Transition Spotlight Series

    Access the Future

    Twice each month, our team hosts live webinars with private company executives leading the energy transition. These events feature prepared business pitches followed by in-depth Q&A sessions.

    PEP Access

    Our PEP Insights team examines the past, current, and future landscapes of technology, energy, & mobility (TE&M) to create strategic reports and models. Get inside our heads and gain access to our learnings and data. Contact us today to subscribe to PEPAccess.