PEP Library
Thought Leadership

Navigating Change in 2025

Full Post
Discover the top 10 trends shaping 2025 for global capital markets and capital-intensive industries. From U.S. deregulation to rising non-financial metrics, explore the opportunities and challenges ahead in energy, climate policy, and innovation.

As we look ahead to 2025, the upcoming Trump Administration brings a measure of political certainty, but the global socioeconomic and regulatory shifts remain less predictable. These changes are set to reshape industries like energy, with far-reaching implications for investor expectations, commercial strategies, and regulatory frameworks in the years to come.

In this report, we explore the top 10 trends we believe will define 2025 for global capital markets and capital-intensive industries. From the rising demand for verified non-financial metrics to the growing role of natural gas and nuclear energy, we examine both the opportunities and challenges ahead. The report also delves into the juxtaposition of anticipated deregulation in the U.S. with increasingly stringent climate policies in regions like Japan and the EU.

Our analysis is designed to equip industry leaders with the insights needed to navigate this evolving landscape and uncover opportunities for innovation and growth. As always, we welcome your feedback and would be happy to discuss how these trends could impact your organization.

Read here.

Navigating Change in 2025

Timeframe

Add to calendar

Location

No items found.

Connect

No items found.

Sponsored

PEP Library

Explore Our Latest Insights

Visit page
Visit Library post
How AI, geopolitics, and policy uncertainty will redefine energy markets and capital strategy in 2026—and where opportunity emerges.
Visit page
Visit Library post
Venezuela was 2026’s first geopolitical wildcard.
Visit page
Visit Library post
Dan Pickering Joins Bloomberg Surveillance with Jonathan Ferro and Annmarie Hordern
Visit page
Visit Library post
President Trump signaled major changes in Venezuela weeks before Nicolás Maduro’s ouster, highlighting oil’s central role in U.S. strategy and energy policy.
Visit page
Visit Library post
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.
Visit page
Visit Library post
The quest for inventory, size, scale, and value marches ahead
Visit page
Visit Library post
CNBC’s “Power Lunch” team discuss oil markets as crude oil prices reach their 2021 low with Dan Pickering, founder and chief investment officer of Pickering Energy Partners.
Visit page
Visit Library post
Dan on CNBC
Visit page
Visit Library post
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.
Visit page
Visit Library post
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.
Visit page
Visit Library post
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.
Visit page
Visit Library post
The Song Remains the Same
Visit page
Visit Library post
Oil and gas output is up but low prices and potential policy changes weigh on investment opportunities
Visit page
Visit Library post
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.
Visit page
Visit Library post
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.
Ready to get started?
Contact our specialized teams at PEP for more information.