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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Escalating tensions involving Iran have sharply reduced tanker traffic through the Strait of Hormuz, a critical route that carries roughly 20% of the world’s oil supply.
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Dan Pickering, founder and CIO of Pickering Energy Partners, discusses the impact of Middle East tensions on global energy markets.
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A joint U.S. and Israeli attack on Iran killed its supreme leader and ignited wider regional conflict, yet crude oil prices rose by a relatively muted ~6% on March 2.
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Dan Pickering, founder and CIO of Pickering Energy Partners, discusses the impact of Middle East tensions on oil supply.
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Dan Pickering discusses how energy-company relocations are reinforcing Houston’s dominance and boosting its real estate market in a Bloomberg interview.
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As the U.S. mounts its largest military buildup since 2003, experts warn tensions with Iran could send gas prices plunging to $2.50 or soaring to $5.
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Oil Markets Remain in Limbo
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Opportune LLP acquires Pickering Energy Partners’ Consulting & Advocacy practice, expanding sustainability and energy advisory services.
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Dan on energy markets, capital allocation, and the road ahead.
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Dan on CNBC
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Rising electricity and gas bills are hitting households nationwide as utilities win rate hikes, aging power grids need upgrades, and growing energy demand and natural gas prices push costs higher.
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Resman Energy Technology Sold to SLB
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Oilfield services group SLB is in position to win some of the first contracts under Donald Trump’s plan to revive Venezuela’s ailing oil industry, capitalising on its century long presence in the Caribbean nation.
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Texas oilman Rod Lewis has made millions drilling in places even other wildcatters find too dangerous.But when he flew to Venezuela in 2024, he encountered an opportunity that was as treacherous—and possibly as profitable—as any in the world.
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Exxon stock hit a record on Tuesday, rising 1.5% to $125.94. The oil giant is winning the hearts of investors, even as it’s getting the cold shoulder from the president.
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