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

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