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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.
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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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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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The Interior Department also said it would allow a contentious road to be built through the Izembek National Wildlife Refuge in southwestern Alaska.
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It’s earnings season for the world’s major oil services companies — Halliburton and Baker Hughes. Because of global oversupply, U.S. crude oil has been priced below the break-even point for a lot of oil companies.
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In our latest thought leadership piece, Johanna Kingsfield, Consulting & Advocacy Analyst at Pickering Energy Partners, examines the intensity of AI and data centers on energy, critical minerals, water, land, and local communities. The piece also discusses potential solutions Big Tech, local governments, states, and communities can consider.
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Founded by Trump’s former energy secretary, Liberty Energy leads an AI-powered fracking shift, cutting costs and boosting efficiency nationwide.
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