Here’s what you’ll learn:

Watch it now to help keep you and your clients on top of current events.

Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

Here's what you'll learn:

This month, Senior Portfolio Manager Rob Thummel and Research Analyst Hunter Wilcox highlight key themes shaping the energy sector:

This month, Head of Investments Matt Sallee covers key energy market developments:

• Market Performance: Energy leads the S&P; midstream delivers strong gains.
• Weather Impacts: Winter Storm Fern drives price spikes, production losses.
• Infrastructure Strain: PJM proposes reforms amid supply shortfalls.
• Capex Surge: AI demand fuels infrastructure, power, and gas pipeline growth.
• Earnings Season: Positive results from OFS, power turbine, and gas names.
• M&A: Devon and Coterra announce $58B merger in the Delaware Basin.

Download Transcript

This month, Senior Portfolio Manager James Mick recaps energy market performance and explores emerging themes for the year ahead:

• 2025 Recap: Energy equities ended strong despite a 20% drop in crude.
• Midstream & Majors: Outperformed as oil correlations continued to decline.
• Venezuela: Regime change raises questions—but infrastructure challenges remain.
• Geopolitics: U.S.–China tensions may flare over crude trade dynamics.
• 2026 Themes: Humanoid robots, affordability concerns, and nuclear momentum.

Download Transcript

This month, Senior Portfolio Manager Brian Kessens breaks down key energy sector themes:

• Market Moves: Energy and midstream outperform the S&P 500
• Natural Gas: Prices rise on colder weather expectations and controlled production
• Crude Outlook: Brent as OPEC+ cuts kick in
• DOE & AI: AI project aims to fast-track energy innovation
• Permitting Shift: NE states greenlight long-stalled pipeline infrastructure

Download Transcript

This month, Senior Portfolio Manager Rob Thummel covers the latest market shifts:

• Market Recap: Energy dips while the S&P 500 hits near-record highs
• Permian Update: U.S. production grows despite weaker oil prices
• Energy Infrastructure: Positioned for long-term demand from AI and LNG
• AI Capex: Big Tech raises 2025 spending forecasts to $335B
• Utilities: Growth estimates climb with data center load forecasts
• Power Buildout: Behind-the-meter energy projects on the rise

Download Transcript

This month, Head of Investments Matt Sallee shares timely insights into the energy sector’s evolving landscape:

• Market Moves: S&P gains 8% in Q3; energy and utilities keep pace.
• Midstream Check: Trails early in Q3, rebounds to end slightly positive.
• Capital Markets: Energy infrastructure IPO activity gains traction.
• Strategic Deals: Sempra sharpens focus, secures $10B via asset sale.
• AI Infrastructure: Oracle and Stargate plans total over $800B in projects.
• Power Demand: 10 GW of new capacity targeted—nearly NYC’s peak usage.

Download Transcript

This month, Senior Portfolio Manager James Mick covers key energy developments:

• Market Performance: Energy equities stay resilient despite crude and gas weakness
• Midstream Activity: Strategic M&A gains steam in the Permian
• Natural Gas Buildout: Project momentum grows with new pipelines and power demand
• Capex Outlook: Sector investment ramps to support AI-driven energy use
• AI Infrastructure: Nvidia forecasts $3–4T in AI-related capex through 2030

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

Download Transcript