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
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?
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
Ready to get started?
Contact our specialized teams at PEP for more information.