Energy Equity Research

Independent research across the energy value chain.

TPH Research delivers in-depth, incisive equity analysis on the companies powering the global economy — and the transition reshaping it.

We exist to deliver the most in-depth and incisive energy research in the market — and to put it in the hands of the investors who move it.

01 Upstream Upstream operators across the major U.S. and Canadian basins. 29 names 02 Energy Services & Equipment Drilling, completion, and equipment providers across the cycle. 15 names 03 Infrastructure Midstream gathering, processing, transport, storage, and LNG infrastructure. 22 names 04 Refiners Refiners, marketers, and downstream margin dynamics. 8 names 05 Integrateds Global integrated oil & gas with diversified portfolios. 7 names 06 Renewables Biofuels, RNG, and the energy transition value chain. 7 names 07 Chemicals Commodity and specialty chemicals producers. 8 names