
End of Year Energy Podcast: Energy continues to support economic expansion as we look ahead to 2022
In this year-end energy podcast, Senior Portfolio Manager Rob Thummel discusses:An overview of energy performance in 2021 and a brief outlook for 2022How having low cost natural gas gives the U.S. a s...
20 Joulu 20217min

Energy Podcast: Energy demand poised for a record year as 2022 approaches
In this week’s energy podcast Senior Portfolio Manager Matt Sallee discusses:How the most recent Energy Information Administration (EIA) short term energy outlook supports our view that utilization of...
13 Joulu 20216min

Energy Podcast: The economy continues to march towards recovery despite Omicron concerns
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:An update on the house version of the Build Back Better bill and provisions in the bill that will affect energy marketsEne...
6 Joulu 20218min

Energy Podcast: Oil’s Black Friday Turns Red
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Energy stocks held in relatively well along with natural gas prices finishing higher amid week-ending Omicron headlinesS...
29 Marras 20216min

Energy Podcast: Biden’s effort to lower gasoline prices hurts energy markets
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Biden working on coordinating a strategic petroleum reserve (SPR) release between the US, China and JapanAn update on natur...
22 Marras 20218min

Energy Podcast: High oil and gas prices drive inflation rate to a 30-year high
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:How the US can reduce oil prices despite OPEC’s reluctance to increase supplyEarnings results from Western Midstream Partn...
15 Marras 20216min

Energy Podcast: Winners and losers from this quarter’s earnings season
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:OPEC's views that the energy crisis is not oil related but due to an insufficient supply of natural gasKey themes for earn...
8 Marras 20216min

Energy Podcast: Potential reconciliation bill is a win for both midstream and renewables
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Market reactions to the house agreement on the reconciliation packageOPEC’s projection of excess supply in 2022 pushed crud...
1 Marras 20218min




















