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. We also provide our clients with comprehensive financial models, company research notes, and thematic reports exploring topical issues in the energy space. Our other regular research reports include publications such as the Weekly Rig Roundup, Canadian Musings, Oil Refining Weekly, Natural Gas Weekly, Propane Weekly, Infrastructure Weekly, Commodity Chemicals Weekly, Offshore Monthly, NGL Monthly, US Vehicle Miles Traveled Monthly Update, DOE Monthly Snapshot, and Covering the Basis Monthly Update.

Access to our Research Library and E&P Valuation Tool are also available to institutional investors via TPH Access, our web-based portal.  For Morning Note and Research requests please email TPHEnergyResearch@tphco.com.

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

CEO Luncheon Series

Our CEO Luncheon Series provides a casual platform where current and former energy CEOs join TPH in an hour-long open dialog, giving us a much appreciated opportunity to learn from their tales, build relationships, and break bread with some of the top names in the industry.

View Our Past CEO Guests