This month, Senior Portfolio Manager Brian Kessens highlights key themes driving the energy sector:

• Market Performance: Utilities lead; energy and power sectors outperform.
• Midstream Earnings: Beats from TC Energy, Enbridge; guidance trending higher.
• Capex Outlook: Project pipeline accelerating with stronger permitting support.
• M&A Activity: MPLX and Baker Hughes expand strategically.
• Upstream Trends: More output with less capex; Haynesville picks up steam.
• Power Constraints: Utilities stress grid buildout as AI load growth continues.

Listen in for a timely market update and energy sector insights.

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