Research

Founded in 2004 by predecessor firm Pickering Energy Partners, our Securities group provides energy market insights and research coverage on approximately 130 companies in the upstream, midstream, oilfield service, refining, and chemicals sectors. The firm’s research is distributed to industry professionals, including institutional investors and energy industry professionals, via our Morning Note, a daily written commentary.

What We Do

  • Energy-only focus with salespeople with deep sector expertise
  • Comprehensive perspective on the full value chain in the energy space
  • Highly-technical research
  • Thought leader on topical industry themes
  • Combination of sell-side and buy-side experience

The Morning Note

Our Morning Note is distributed daily via email to institutional investors and industry professionals. Produced by our Research group, it contains a series of concise and in-depth commentary covering the entire energy sector, including public and private companies. From subsector trends to company updates, the information we relay aids institutional investors in forming and executing their energy investment strategy. Our Morning Note is also distributed each week in Mandarin. Our other regular research reports include publications such as the Weekly Rig Roundup, Wildcat Weekly, and Offshore Weekly. Special deep-dive reports explore topical issues in the energy space.

Research Coverage

The Research group provides coverage on approximately 130 companies in the upstream, midstream, oilfield service, refining, and chemicals sectors. For a complete listing of our research coverage universe, please click the link below.

Research Coverage Universe

Video Research Series

Our video research series serves as an accompaniment to our published research reports. Each video provides in-depth narratives and opinions by the report authors.

Watch Video Research Series