This month, Senior Portfolio Manager Brian Kessens shares these key insights:

• Energy Sector Recap: AI-driven growth with midstream performance surging by 44% as measured by the Alerian Midstream Energy Index.
• Trump’s Energy Agenda: Anticipated lighter regulations and a comprehensive energy strategy
• Natural Gas Demand Outlook: LNG exports, AI-powered data centers, and reshoring poised to boost demand
• Utilities on the Rise: Data center demand and EV adoption
• Quick Hits: Record U.S. oil production, M&A moves, and midstream infrastructure investments.

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

• Market Performance: Strong sector gains.
• Trump’s Energy Policy: Deregulation, LNG growth, sanctions driving oil.
• Natural Gas Outlook: Higher LNG exports expected to benefit producers.
• Energy Tariffs: Proposed tariffs could raise U.S. refining costs.
• Quick Hits: OPEC+ cuts, Israel-Hezbollah ceasefire, ONEOK-Enlink buyout, DOE appointment.

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In this month's energy podcast Senior Portfolio Manager, Rob Thummel, discusses:

• Market Performance: S&P 500 hits an all-time high; energy and real estate lag
• Energy Gains: Energy stocks outperforming, infrastructure up 34% YTD
• Earnings Insights: Increased natural gas turbine orders driven by AI
• Nuclear Developments: Google and Amazon partner on Small Modular Reactors
• Natural Gas Investment: Evergy invests $2 billion in new plants for future electricity needs

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In this month's energy podcast, Matt Sallee dives into the latest trends shaping the energy sector:

• Strong Q3 Gains: Midstream and utilities are seeing solid performance, with rising demand for natural gas and electricity.
• Geopolitical Tensions: Crude oil prices are surging amid ongoing tensions between Israel and Iran.
• Nuclear Energy Expansion: Constellation Energy reactivates Three Mile Island Unit 1, bringing 835 MW of carbon-free energy online—backed by Microsoft.
• Electricity Demand Surge: AI and digital transformation are driving unprecedented electricity needs.
• Corporate Developments: The latest M&A activities across the sector.

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In this month's energy podcast, Senior Portfolio Manager, Brian Kessens, provides key insights into August’s market performance, covering:

• Mixed results driven by declining crude oil prices
• Strong midstream earnings, with half of companies surpassing expectations
• Improved drilling and oilfield service efficiency, even with fewer rigs in operation
• The latest updates on M&A across the sector
• A preview of the upcoming Barclay's Energy Conference, with a focus on capital returns, operational efficiency, and volume trends

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In this month's energy podcast, Senior Portfolio Manager, James Mick, discusses:

• July market performance: drops in crude oil and natural gas, while the S&P Energy Select Sector Index and utilities performed well
• Market focus shifting from inflation to unemployment, affecting interest rate expectations
• Midstream earnings slightly beating estimates, with strong free cash flow
• Energy topics of interest: new natural gas pipeline announced, expansion of LPG export facility, and record capacity auction prices in the northeast PJM region

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In this month's energy podcast, Senior Portfolio Manager, Rob Thummel, discusses:

• S&P climbing 15% and the energy sector standing out, led by strong gains in infrastructure
• Oil prices rising 6% in June and natural gas surging 48% amid production adjustments and demand spikes
• Energy infrastructure stocks showing resilience with improved fundamentals
• OPEC+'s decision to extend production cuts and the operational launch of the Mountain Valley Pipeline
• Cheniere Energy continuing robust capital allocation strategy with 15% dividend increase and $4 billion stock buyback

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In this month's energy podcast, President of Tortoise, Matt Sallee, discusses:

• Strong May returns for energy infrastructure despite softening crude prices
• Resilient midstream sector with significant fund flows and stable valuations
• Positive macro trends with moderate CPI growth and stable forward expectations
• Recap of Q1 earnings, midstream performance, utilities growth, and consolidation activity

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In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:

• Mixed energy sector performance in April after strong Q1
• First quarter earnings insights
• Midstream sector highlights
• Downstream and utilities performance as refiners face margin challenges
• AI's role - meeting growing power demand from data centers

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In this month's energy podcast, Senior Portfolio Manager James Mick discusses:

• Performance updates
• Rising crude oil markets as geopolitical tensions continue to escalate
• Updates on M&A activity
• Recap on an eventful CERAweek

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