#218: 2025 Oil & Gas Market Outlook - Dan Pickering

Always Be Building

This episode's guest is Dan Pickering, the well known energy sector analyst and investor currently serving as the chief investment officer at Pickering Energy Partners.
Dan has had a track record of successful entrepreneurship ventures throughout his career, notably co-founding Tudor, Pickering, Holt & Co. before launching PEP. He's a regular guest on mainstream media outlets providing insights into oil and gas markets, investment strategies, and the evolving energy transition.
This episode we dive into the future of the oil and gas industry. We discuss the 2025 outlook, investment opportunities, market trends, and the impact of the energy transition on traditional energy sectors.
It's always great to get insights from one of the leading voices in energy finance and capital markets.
Hope you enjoy the show!
Timestamps:
00:00:00- Precap
00:01:17 - Introduction and Background
00:03:06 - Impact of Geopolitical Events on Oil Market
00:06:11 - Impact of the Trump Administration on the Oil Market
00:07:50 - OPEC's Role in Oil Market
00:16:19 - Gas Market Outlook
00:18:54 - Impact of Lower Oil Prices on Gas Market
00:21:02 - Introduction and LNG Discussion
00:27:06 - Energy Transition and Decarbonization
00:28:27 - Investment in Energy Transition
00:36:15 - Power Business and Nuclear Energy
00:40:06 - Pickering Energy Partners
00:41:49 - Opportunities in Traditional Energy
00:44:44 - Future Opportunities
00:50:47 - Entrepreneurship Journey