Energy Podcast: Midstream outperformed the S&P 500 driven by resilient economic activity and fuel demand
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Positive news regarding the delta variant projections and comments from Federal Reserve Chairman Powell pushed markets hig...
30 Elo 20216min
Energy Podcast: Impact of the Delta variant combined with a stronger dollar led to energy markets falling last week
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:A recent court decision to allow bidding for federal onshore and offshore oil and gas leasesDetails on the merger of Bro...
23 Elo 20216min
Energy Podcast: Domestic crude exports fall as global recovery lags in comparison to U.S.
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Energy companies must invest in methane capture in order to make the biggest impact on climate changeFactors contributing ...
16 Elo 20219min
Energy Podcast: Delta variant concerns cause volatility in the markets
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:How the delta variant has affected economies and what we think the implications will be going forwardEnergy markets moving ...
9 Elo 20218min
Energy Podcast: Midstream outperforms FAANG stocks on free cash flow
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Energy sector generating more than double the free cash flow as major tech stocksEarnings reported from energy companies a...
2 Elo 20217min
Energy Podcast: OPEC meeting results likely keep oil supply tight and gasoline prices robust for summer vacationers
In this week’s energy podcast, Senior Portfolio Manager Matt Salee discusses:Noteworthy developments in energy transition opportunitiesQ2 earnings kick-off updates from Halliburton, Kinder Morgan and ...
26 Heinä 20216min
Energy Podcast: Global energy demand continues to improve despite delta variant uncertainty
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:OPEC+ and Abu Dhabi reach an agreement that should reduce supply uncertainty through the end of 2021Trans-Panama Gateway...
19 Heinä 20217min
Energy Podcast: Energy markets stabilize after a volatile week
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:High air travel numbers and low crude inventory levels indicate the economic recovery is on trackKeystone XL pipeline back...
12 Heinä 20216min
