Since 2004, PEP Investments has deployed over $15 billion of capital for our clients in both public and private markets across traditional energy and the Energy Transition.
Private Investment Strategies
Diverse professional backgrounds and a flat operating structure improves the “marketplace of ideas” on PEP’s private equity team.
PEP’s private equity practice focuses on discreet energy investment opportunities with asymmetric returns propositions. Featuring a team with diverse investment and direct operating backgrounds, PEP Private Equity has proven a capacity to provide investors with differentiated perspectives and unique access to value-oriented private energy investment strategies. Our principles are simple: honesty, deep technical due diligence, structural flexibility, and strong investor alignment. Our “more partner, less sponsor” approach to energy investing has helped to shape our superior industry and client networks as well as our longstanding reputation for fair dealing. PEP Private Equity’s primary goal continues to be creating outsized risk-adjusted returns for our clients, alongside whom we will always invest in the PEP Private Equity strategies.
Public Investment Strategies
Business analysts focused on long-term value creation.
Our public equities strategies focus on structurally advantaged assets across an array of enabler commodities and infrastructure projects. By taking a private equity approach to the public markets, PEP Public Equity assesses asset quality and management’s ability to generate long-term value. Our strategies focus on doing well while doing good: attractive prospective returns while supporting global zero-carbon efforts.
Dan Pickering Talks Oil Prices Amid Russia-Ukraine Tension
Dan Pickering joins Kelly Evans on CNBC’s The Exchange to discuss what the turmoil in Russia and the Ukraine mean for oil prices in the near- and long-term – and what the situation teaches us about the fragility of the hydrocarbon ecosystem.Read More
The Energy Transition – A Realistic Look at the Path Forward
We cannot wait until the world’s economy is powered entirely by renewables, if that is even possible; we need to mitigate greenhouse gas emissions right now. Combatting climate change means taking a pragmatic approach to what is feasible today and identifying and capitalizing on the innovators who will deliver solutions for tomorrow. By encouraging the responsible production of key enabler commodities like natural gas, copper, lithium, and aluminum, investors and policymakers can both accelerate and lower the price tag of the Energy Transition.Read More
December 2021 – Monthly Commentary from Dan Pickering
December was an OK finish to a very good year.Read More
Dan Pickering Discusses Oil Supply and Demand on CNBC
Will oil prices continue to rise? Not necessarily — keeping global supply and demand in mind.Read More
Merge Completes Series A Funding, Continuing Pickering Energy Partners’ Leadership in Energy Transition
Series A financing to accelerate market growth for PEP-backed fleet electrification solutions firm.Read More
November 2021 – Monthly Commentary from Dan Pickering
November was generally a bust across the market, but energy was worse.Read More