Energy Podcast: Making sense of last week’s energy pullback
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:3 factors driving recent energy underperformanceSummary of key oil market reportsUpdate on global natural gas marketsDownl...
21 Kesä 20226min
Energy Podcast: Oil finishes positive as OPEC warns of low production capacity
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Energy markets continue to trade up over expected commodity price increasesLNG contracts gain momentum with two new agre...
13 Kesä 20227min
Energy Podcast: Oil prices higher despite early end of production cuts
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:How crude oil prices responded to new sanctions on Russian oil importsUpdates on unemployment numbers and the possible ret...
6 Kesä 20227min
Energy Podcast: 5 catalysts that can drive energy stocks even higher
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Energy surged this week with exploration and production companies leading the wayTakeaways from the latest Fed meeting minu...
31 Touko 20228min
Energy Podcast: Early market gains fizzled as companies grapple with high inflation
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Announcements from major energy companies focused on increasing supply to tame inflation and enhance global energy securit...
23 Touko 20228min
Energy Podcast: Energy appears to be the only safe sector as markets struggle with inflation and geopolitical risks
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Why energy is doing relatively well in a market where most are seeing earnings power erodeEarnings results and outlook fro...
16 Touko 20226min
Energy Podcast: Energy outlook remains sunny as the summer season approaches
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:The recent surge in energy markets led by crude oil and natural gasReports from earnings season show companies are prior...
9 Touko 20225min
Energy Podcast: Energy markets traded lower with broad markets, but still posting solid positive performance YTD
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Dramatic volatility occurring across all markets driven by concerns over China’s zero-COVID policy lockdowns, shrinking U....
2 Touko 20228min
