Gerdes Energy Research LLC

Gerdes Energy Research LLC provides subscription research and advisory publications to institutional investors and corporate executives focused on the economics of U.S. energy producers and major integrated energy companies, including coverage of carbon capture and storage and evolving lower‑carbon business models. The firm produces market outlooks and research on equities, debt, options and ETFs but does not provide portfolio management, custody, or account supervision for client assets.

The firm employs a data‑centric, full‑cycle approach that combines fundamental and technical analysis to assess company economics, market imbalances, and the industry’s marginal cost of supply; its deliverables include a weekly forced ranking of equity investment attractiveness, trading‑multiple comparisons, short‑interest reports and continuously updated crude oil and U.S. natural gas outlooks. ESG considerations are incorporated into analysis where relevant, and clients are expected to make trading and execution decisions independently based on the research.

Distinctively, Gerdes Energy Research operates solely as a research provider rather than as a traditional asset manager: it charges fixed fees for its published services instead of percentage‑of‑assets‑under‑management or performance‑based compensation, and it does not participate in wrap programs or recommend brokers. Its client roster is oriented toward investment companies, pooled vehicles and corporations rather than retail individual (non‑HNW) investors, and the firm maintains no brokerage, custody, or discretionary relationships on behalf of clients.