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
We are enthusiastic dip buyers, while refusing to be rally sellers.
Visit page
Visit Library post
Visit page
Visit Library post
Oil and gas companies are expected to report enormous profit growth as the war in Iran drives energy prices higher, but their stocks continue to underperform because investors question whether those gains will last. Political sensitivity and uncertainty around oil prices may also make companies reluctant to immediately increase dividends or stock buybacks.
Visit page
Visit Library post
President Trump initially celebrated rising oil prices because they boosted U.S. energy profits. However, after the Iran war pushed crude prices from roughly $66 to an average of $95 per barrel between March and June, oil companies and their allies are now poised to receive major financial gains. The situation has become politically inconvenient for Trump, who is no longer pleased with the consequences of the price surge.
Visit page
Visit Library post
Iran’s renewed threat to the Strait of Hormuz leaves Trump facing a stark choice as oil reserves shrink, fuel prices rise, and the conflict escalates.
Visit page
Visit Library post
Oil prices climb as cracks in the U.S.-Iran cease-fire, renewed Hormuz tensions, and potential strikes revive volatility in global energy markets.
Visit page
Visit Library post
Voting machine vs. weighing machine. The voting machine is winning.
Visit page
Visit Library post
Visit page
Visit Library post
Visit page
Visit Library post
The global oil market has avoided the catastrophic supply crunch many feared when the Iran war broke out, but it’s far from balanced.
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?
Ready to get started?
Contact our specialized teams at PEP for more information.