Research

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.

Research

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Explore Our Latest Insights

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Join hosts Josh Lowrey, Founder and President of Upright Digital, and Dan Pickering, Founder of Pickering Energy Partners, on the Energy In Transition Podcast, the premier voice for all things related to the energy transition.
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Dan Pickering joins CNBC Asia to discuss oil and the majors’ earnings.
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Dealmaking activity is expected to surge in 2025 with the incoming presidential administration. Pickering Energy Partners Founder and chief investment officer Dan Pickering joins Market Domination to analyze implications for the energy sector.
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Big Oil faces profit drops, Trump-driven uncertainty, and buyback pressure as markets react to sanctions, tariffs, and geopolitical shifts.
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Staying on top of developments in energy and sustainability can be challenging. It is important to be able to wade through the headlines and pick out what is material. Our goal with this newsletter is to help our network stay on top of the most important trends and proactively prepare for changes coming down the pipeline over the next 1, 3, and 5 years.
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Join hosts Josh Lowrey, Founder and President of Upright Digital, and Dan Pickering, Founder of Pickering Energy Partners, on the Energy In Transition Podcast, the premier voice for all things related to the energy transition.
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Thankful to be turning the page to a new year.
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Pickering Energy Partners advised OnStream CO2 in a joint venture with Enbridge, advancing Louisiana's first offshore carbon storage hub, GeoDura.
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Finally, a rebound month for energy.
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Discover the top 10 trends shaping 2025 for global capital markets and capital-intensive industries. From U.S. deregulation to rising non-financial metrics, explore the opportunities and challenges ahead in energy, climate policy, and innovation.
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As COP29 unfolds, oil giants shift focus to core fossil fuels, scaling back renewables; explore insights from Dan Pickering on market dynamics.
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Explore PEP’s review of 2024’s top predicted global market trends, assessing hits, surprises, and their impact on energy investments.
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It has been a busy five weeks since the start of October…

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