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

Download Transcript 

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

Download Transcript 

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

Download Transcript 

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

Download Transcript 

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

Download Transcript 

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

• Performance updates 
• Factors affecting crude oil and natural gas prices and inventories
• Optimistic outlook for the energy sector endorsed by industry veterans Jim Teague and Warren Buffet
• Forecast for strong LNG growth
• Increase in M&A activity

Download Transcript 

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

• M&A activity driving MLP outperformance
• The expectation for strong international activity continues to be a theme for oil field services
• Natural gas gathering and transportation volumes continue to drive growth to feed increasing demand for exports
• Impact following Biden administration's order to the Department of Energy to halt review of applications for new LNG terminals

Download Transcript 

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

• Performance updates across the energy sector
• AI’s influence in 2023
• Crude oil and natural gas production growth
• Challenges in the utility sector and the ongoing impact of the Inflation Reduction Act (IRA)
• Strategic mergers and acquisitions (M&A)

Download Transcript 

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

• Performance updates across the board
• Update on Fed policy and interest rates
• Crude oil markets following the delayed OPEC+ November meeting 
• Potential major geopolitical concern for oil markets centers around Venezuela and whether or not it chooses to invade neighboring Guyana

Download Transcript 

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

• Updates across the energy sector
• Oil price fluctuation due to ongoing conflicts on the middle east
• The biannual release of potential supply of natural gas to the US by the Potential Gas Committee
• The return of the mega-merger to the energy sector

Download Transcript