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.

Sponsored

PEP Library

Explore Our Latest Insights

Visit page
Visit Library post
Oil Prices rise after attaches on Saudi Aramco sites
Visit page
Visit Library post
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.
Visit page
Visit Library post
More tankers are moving through the Strait of Hormuz as shippers gain confidence, but the global supply of oil is still below demand.
Visit page
Visit Library post
An export ban likely would slow U.S. refining and eventually push up all fuel prices, including gasoline, jet fuel, and diesel.
Visit page
Visit Library post
Oil futures don’t tell the whole story. The Iran war is tightening crude supplies, widening the gap between benchmark prices and what buyers actually pay.
Visit page
Visit Library post
Pickering Energy Partners advised ConocoPhillips on the sale of non-operated Permian EOR assets in Gaines and Yoakum Counties, Texas.
Visit page
Visit Library post
Continental Resources plans to invest in Venezuela as Dan Pickering highlights the major funding needed to restore the country’s oil production.
Visit page
Visit Library post
Dan Pickering says Venezuela’s oil revival needs major foreign investment, but concerns over contract protections and past nationalizations persist.
Visit page
Visit Library post
Diesel prices are surging as wars in Iran and Ukraine disrupt fuel supplies. Analysts explain why the Iran war is the bigger driver of rising costs.
Visit page
Visit Library post
Trump officials say the oil-market disruption is temporary, but Chevron’s Mike Wirth and others warn global supplies are running low, with no respite in sight
Visit page
Visit Library post
California diesel prices average $7.91 a gallon, with several stations charging over $9 and some pump displays hitting their $9.999 limit, GasBuddy reports.
Visit page
Visit Library post
Analysts warn the escalating Iran war could deepen global fuel shortages, push diesel prices higher and intensify inflation as energy supplies dwindle.
Visit page
Visit Library post
Dan Pickering expects the Iran conflict to outlast U.S. midterms, keeping oil prices elevated amid China’s return and risks to Saudi oil supplies.
Visit page
Visit Library post
Relentlessly rising fuel costs are feeding inflation and threatening Republican reelection chances.
Visit page
Visit Library post
Chevron and SLB have signed major Venezuela oil deals, but political uncertainty and financial risks are keeping smaller Houston firms on the sidelines.
Ready to get started?
Contact our specialized teams at PEP for more information.