How AI, geopolitics, and policy uncertainty will redefine energy markets and capital strategy in 2026—and where opportunity emerges.
Public Equity
Managed by PEP Chief Investment Officer, Dan Pickering, the PEP Public Investment Strategies are designed for sophisticated investors seeking tactical concentrated equity exposure to traditional energy and the Energy Transition.
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Venezuela was 2026’s first geopolitical wildcard.
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Dan Pickering Joins Bloomberg Surveillance with Jonathan Ferro and Annmarie Hordern
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President Trump signaled major changes in Venezuela weeks before Nicolás Maduro’s ouster, highlighting oil’s central role in U.S. strategy and energy policy.
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This report dives into U.S. policy, its appetite for new power to promote data centers and AI growth, and the downstream impacts that has on the automotive industry and their powertrain choices.
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The quest for inventory, size, scale, and value marches ahead
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CNBC’s “Power Lunch” team discuss oil markets as crude oil prices reach their 2021 low with Dan Pickering, founder and chief investment officer of Pickering Energy Partners.
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This report dives into U.S. policy, its appetite for new power to promote data centers and AI growth, and the downstream impacts that has on the automotive industry and their powertrain choices.
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U.S. firm Carlyle weighs buying Lukoil’s international oil assets ahead of new sanctions, as reported by Reuters. Deal faces licensing and geopolitical challenges.
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The Trump administration plans to allow new oil and gas drilling off the California coast for the first time in roughly four decades and setting up a confrontation with Gov. Gavin Newsom, a Democrat who has fought offshore drilling.
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Oil and gas output is up but low prices and potential policy changes weigh on investment opportunities
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This report dives into U.S. policy, its appetite for new power to promote data centers and AI growth, and the downstream impacts that has on the automotive industry and their powertrain choices.
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The Trump administration plans to allow new oil and gas drilling off the California coast for the first time in roughly four decades and setting up a confrontation with Gov. Gavin Newsom, a Democrat who has fought offshore drilling.
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