PEP Library
Events

As the natural gas market turns its attention to the pivotal years of 2025 and 2026, we invite you to join us in Houston for a comprehensive two-day event, engaging with key stakeholders from across the global natural gas market.

Natural gas remains one of the most complex and debated commodities among investors. Over the last two years, the market has experienced several "head fakes," raising questions about what truly sets 2025 and 2026 apart. With ongoing crosscurrents in the market, this event offers a unique opportunity to explore the road ahead with insights from:

  • Public and private upstream operators
  • LNG operators
  • Commodity traders
  • Power experts
  • Infrastructure specialists

More information can be found linked here.

RSVP
2025 Natural Gas Deep Dive

Timeframe

Add to calendar
2025-01-16
11:30
2025-01-17
11:00

Location

Located in the City of Houston
Houston, Texas

Connect

No items found.

Sponsored

PEP Library

Explore Our Latest Insights

Visit page
Visit Library post
Fitch Ratings upgraded its oil and gas sector outlook to “improving” from “neutral,” and Moody’s maintained its positive outlook.
Visit page
Visit Library post
Oil markets remain highly volatile as the Iran War enters its fourth month. Energy expert Dan Pickering discusses the structural shifts triggered by the Strait of Hormuz closure and how investors can navigate a market increasingly disconnected from facts on the front lines.
Visit page
Visit Library post
Same story, different day
Visit page
Visit Library post
Oil and gas production won’t rebound quickly even if the Iran war ends soon. Why Devon Energy, Baker Hughes, and other stocks can weather the storm.
Visit page
Visit Library post
Other than that Mrs. Lincoln, how was the play?
Visit page
Visit Library post
The U.S. and Iran are each trying to trigger economic damage to make the other side relent. The standoff risks worsening the damage across the global economy.
Visit page
Visit Library post
Europe faces widening fuel shortages as Middle East conflict strains global energy supplies, with jet fuel shortfalls expected to hit California and the West Coast.
Visit page
Visit Library post
Global oil supply recovery may take months, with shifting price dynamics, strong Asian demand, and cautious US producers.
Visit page
Visit Library post
Dan Pickering from Pickering Energy Partners says the oil market remains highly headline-driven and that the equity markets may be too complacent about the timeline for oil supply to normalize. U.S. oil producers, he adds, are staying disciplined, focusing on weak forward prices rather than short-term volatility or policy signals.
Visit page
Visit Library post
Dan Pickering, Pickering Energy Partners founder and CIO, joins ‘Power Lunch’ to discuss what the U.S. blockade of Iranian ports means for oil prices, the state of global oil inventories, how U.S. companies will respond, and more.
Visit page
Visit Library post
Oil tanker Rich Starry abruptly reversed course in the Strait of Hormuz, joining hundreds of stalled vessels amid rising tensions disrupting global energy flows.
Visit page
Visit Library post
The prospect of a cease-fire between the U.S. and Iran drove oil prices and energy stocks lower Wednesday as traders anticipated at least a temporary respite for markets.
Visit page
Visit Library post
Dan Pickering, Founder and CIO of Pickering Energy Partners, says that Iran is loathe to give up its leverage on the Strait of Hormuz, and that until loaded ships move out of the Strait and empty ships move in, any solution remains temporary. He says that oil prices will likely hover around $70 to $90 per barrel.
Visit page
Visit Library post
The Iran war calls for a fundamental rethink of a sector that investors had shunned for years
Visit page
Visit Library post
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Ready to get started?
Contact our specialized teams at PEP for more information.