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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.
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PEP Library
Explore Our Latest Insights
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Private E&Ps rethink oil and gas M&A as drilling inventory tightens, weighing asset sales, consolidation and development amid volatile prices.
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The five global oil majors added $67 billion to their huge cash piles in the third quarter. Don’t expect a spending spree anytime soon.
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Earnings Call Insights: Innovex International, Inc. (INVX) Q3 2026
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Earnings Call Insights: Forum Energy Technologies (FET) Q3 2026
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EQT’s $12.8 billion acquisition of Range Resources would create the nation’s top natural gas producer as data center and LNG export demand rises.
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Dan Pickering talks with CNBC’s Brian Sullivan about oil prices, energy deals, Venezuela’s production outlook and signs of slowing fuel demand.
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Brent crude settles near $109 as conflicting reports on US-Iran talks shake oil markets amid tanker attacks and ongoing tensions in the Strait of Hormuz.
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Rising Houthi attacks on Saudi Arabia and renewed Iranian targeting of shipping raise fears of October escalation around the Strait of Hormuz.
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Freight rates for moving U.S. oil to Asia have soared from $3 to $6 per barrel before the war in Iran to around $38 per barrel today.
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Trump suggests Ukraine replace Zelensky as the leaders clash over a US-Russia diesel deal that Kyiv warns could prolong the war.
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Oil Prices rise after attacks on Saudi Aramco sites
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Analysts say the Iran war could drag on through November’s midterms as stalled peace talks and Tehran’s push for leverage prolong the conflict.
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More tankers are moving through the Strait of Hormuz as shippers gain confidence, but the global supply of oil is still below demand.
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