End of Year Energy Podcast: Energy PM’s provide perspective looking forward to the compelling opportunities energy will bring in 2023
In this year-end energy podcast, Senior Portfolio Managers Rob Thummel, James Mick, Brian Kessens and Matt Sallee discuss:An overview of the commodity markets and outlook for 2023Midstream year in rev...
14 Joulu 202211min
Energy Podcast: Energy equities having a strong 4Q, despite only a modest gain in oil prices
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:An interesting juxtaposition in the oil market between the bullish developments in the physical market vs the somewhat bea...
5 Joulu 20226min
Energy Podcast: Broad market relatively flat last week as we get more macro certainty
In this week's energy podcast, Senior Portfolio Manager Brian Kessens discusses the following topics from last week:Some clarity provided as midterm election outcomes become known, 3Q earnings come to...
21 Marras 20227min
Energy Podcast: The macro certainly overshadowed fundamentals for midstream energy last week
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Two primary forces that drove macro news: the Fed and ChinaTuesday’s election not producing the expected red wave- and the ...
14 Marras 20226min
Energy Podcast: Midstream bested the DJIA’s best month since January 1976
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:In October, Alerian MLP Index outperformed the Dow Jones Industrial Average, which had its best monthly gain since January...
7 Marras 20227min
Energy Podcast: Last week energy companies turned in some spooky-good earnings results
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:An overview of earnings results from across the value chainExcelerate Energy announced the finalization of yet another LNG...
31 Loka 20225min
Energy Podcast: Energy markets bounced back big last week
In this week's energy podcast, Senior Portfolio Manager Brian Kessens discusses:Markets bounced back last week after the UK made a U-turn on fiscal policy and conjecture the Fed may be less hawkish at...
24 Loka 20227min
Energy Podcast: Energy markets and commodities lower driven by macro news
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:CPI indicating potentially more rate hikes to curb inflationWhy we think higher crude oil prices will not push the US into ...
17 Loka 20226min
