This month, Senior Portfolio Manager James Mick breaks down key energy market themes:

• Market Performance: Natural gas up 7.4%, energy stocks rise.
• Tariff Talk: New U.S. tariffs spark inflation concerns.
• Energy Strategy Shift: Reshoring boosts U.S. energy momentum.
• Crude Snapshot: OPEC+ supply moves and sanctions pressure oil supply.
• Quick Hits: Gas inventories fall, prices swing 70%, and inflation escalators in play.

Listen in for a breakdown of how policy shifts and market forces are shaping the energy landscape.

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