An export ban likely would slow U.S. refining and eventually push up all fuel prices, including gasoline, jet fuel, and diesel.
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.
PEP Library
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.
Daily Energy Thoughts
PEP Research Team’s daily research note keeps our clients up-to-date on the energy landscape with investable ideas.
Macro Topical Reports
Macro overview of the Energy sector including Oil & Gas production models and semi-annual energy outlooks.
Micro Topical Reports
In-depth reports offering deep dives on specific topics helping our clients get up-to-speed in the ever-changing Energy sector.
Earnings Season Commentary
Quick and detailed analysis of company earnings reports and post-earnings call follow-ups to assist our clients.
No items found.
Recent Transactions
No items found.
Gallery
No items found.
Videos
No items found.
No items found.
PEP Library
Explore Our Latest Insights
.webp)
Visit page
Oil futures don’t tell the whole story. The Iran war is tightening crude supplies, widening the gap between benchmark prices and what buyers actually pay.
Visit page
Continental Resources plans to invest in Venezuela as Dan Pickering highlights the major funding needed to restore the country’s oil production.
Visit page
Dan Pickering says Venezuela’s oil revival needs major foreign investment, but concerns over contract protections and past nationalizations persist.
Visit page
Diesel prices are surging as wars in Iran and Ukraine disrupt fuel supplies. Analysts explain why the Iran war is the bigger driver of rising costs.
Visit page
Trump officials say the oil-market disruption is temporary, but Chevron’s Mike Wirth and others warn global supplies are running low, with no respite in sight
Visit page
California diesel prices average $7.91 a gallon, with several stations charging over $9 and some pump displays hitting their $9.999 limit, GasBuddy reports.
Visit page
Analysts warn the escalating Iran war could deepen global fuel shortages, push diesel prices higher and intensify inflation as energy supplies dwindle.
Visit page
Dan Pickering expects the Iran conflict to outlast U.S. midterms, keeping oil prices elevated amid China’s return and risks to Saudi oil supplies.
Visit page
Relentlessly rising fuel costs are feeding inflation and threatening Republican reelection chances.
Visit page
Chevron and SLB have signed major Venezuela oil deals, but political uncertainty and financial risks are keeping smaller Houston firms on the sidelines.
Visit page
The oil outlook has shifted from potential surplus to sustained tightness—and Dan Pickering does not expect a quick return to the market that existed before the fighting in Iran began earlier this year.
Upcoming Events
February 11, 2027 11:30am – 6:30PM | Houston, TX
Visit page
Ready to get started?
Contact our specialized teams at PEP for more information.
Request a Demo
To get started, fill out the form to learn more or request a demo.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.