Energy Podcast: Crude oil spikes over potential sanctions against Russia
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Challenges presented by the Russia-Ukraine war and what it could mean for energy marketsKey takeaways from earnings anno...
28 Helmi 20227min
Energy Podcast: Oil surges as geopolitical tensions reach a boiling point
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:How rising tensions between Russia and Ukraine have affected global marketsJet fuel demand makes a comeback as air travel ...
22 Helmi 20228min
Energy Podcast: Valentines Day comes early for investors as energy outperformance continues
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Escalation of Russia-Ukraine conflict and the impact to commoditiesPredictions for crude oil prices in 2022 driven by OPEC’...
14 Helmi 20227min
Energy Podcast: Oil prices on track to reach record highs this summer
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Low global oil inventories lead to highest prices in 7 yearsWhy natural gas prices in New England are disproportionally hi...
7 Helmi 20227min
Energy Podcast: Midstream energy stays afloat amid another choppy week
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:A volatile week for markets led by concerns over a rate hike and escalation of the Ukraine conflictMajor energy companies ...
31 Tammi 20226min
Energy Podcast: Markets are tested by geopolitical tensions and supply-chain issues
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Crude oil remains resilient to the market volatility affecting broad energy and midstream sectorsAnnouncements from Kind...
24 Tammi 20226min
Energy Podcast: Markets recover after shocking Fed comments
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Merger & acquisition announcements from major energy companies including a biofuel acquisition from Exxon MobilWhy we beli...
18 Tammi 20228min
Energy Podcast: 2022 starts with a bang as the energy market rally continues
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:How the Fed’s rate hikes have accelerated the energy equities rallyMarket concerns over OPEC’s ability to increase producti...
10 Tammi 20226min
