Shell refutes a Wall Street Journal report of early merger talks with BP, but speculation underscores BP’s vulnerability and the industry-shaking scale of any tie-up.
Research
The PEP Research team is the nexus of PEP's energy knowledge base, providing thoughtful market intelligence that integrates learnings from across the energy sectors.
PEP Library
Reports
Our analysts average 15+ years of experience covering their respective sectors, with prior roles spanning investment, research, and industry operations. PEP Research provides insights and investable ideas in energy services and upstream oil and gas.
Daily Energy Thoughts
PEP Research Team’s daily research note keeps our clients up-to-date on the energy landscape with investable ideas.
Macro Topical Reports
Macro overview of the Energy sector including Oil & Gas production models and semi-annual energy outlooks.
Micro Topical Reports
In-depth reports offering deep dives on specific topics helping our clients get up-to-speed in the ever-changing Energy sector.
Earnings Season Commentary
Quick and detailed analysis of company earnings reports and post-earnings call follow-ups to assist our clients.
No items found.
Recent Transactions
No items found.
Gallery
No items found.
Videos
No items found.
No items found.
Contact the PEP Research Team
PEP Library
Explore Our Latest Insights
.webp)
Visit page
AI arms race fuels gas-heavy continuation vehicle wave
Visit page
Dan Pickering, Founder and CIO of Pickering Energy Partners, sees supply and demand concerns returning to the forefront of the oil market with the removal of geopolitical risk from the Israel-Iran ceasefire.
Visit page
Crude oil prices, maybe surprisingly, dipped modestly on Monday after spiking at the end of last week, even as Iran and Israel continue firing
Visit page
Energy Aspects’ Richard Bronze and Pickering Energy Partners’ Dan Pickering, join ‘The Exchange’ to discuss the Israel-Iran conflict and how it may impact the oil sector.
Visit page
Dan Pickering, Founder & CIO from Pickering Energy Partners, joins CNBC’s Dan Murphy to talk oil prices, and he says OPEC will win the market share war.
Visit page
Rebound Month. The market turned up hard and energy followed
Visit page
What if our path to energy decarbonization and global energy dominance didn’t rely on more rules, more penalties, and more government overreach, but instead on competition, transparency, and financial reward?
Visit page
The feud has chilled the relationship between their CEOs. It comes to a head when arbitration starts Monday.
Visit page
OPEC is pumping, and shale producers are pulling up rigs. Our experts see plenty of opportunities in the sector’s upheaval.
Visit page
BP’s falling share price has sparked takeover interest from global rivals eyeing its undervalued assets, risking the end of its 116-year independence.
Visit page
The talented individuals who make up Hart Energy’s 2025 Forty Under 40 honorees represent a diverse set of disciplines.
Visit page
Why BEV market share—not sales volume—matters most for EU CO₂ targets amid stricter rules, stalled growth, and industry-wide compliance challenges.
Visit page
A rough month. Energy was the worst subsector in an incredibly choppy market.
Upcoming Events
Ready to get started?
Contact our specialized teams at PEP for more information.
Request a Demo
To get started, fill out the form to learn more or request a demo.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.