How the Inflation Reduction Act of 2022 could impact energy companies
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:If passed, the Act highlights broader acceptance amongst U.S. politicians of an all-of-the-above solution to decarbonizati...
1 Aug 20227min
Energy Podcast: Strong earnings results prompt optimistic next quarter guidance
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Earnings results from Kinder Morgan, Haliburton and more.Numerous agreements and partnerships announced in the LNG spaceAn...
25 Jul 20226min
Energy Podcast: Markets slipped last week with inflation driving the CPI to a four-decade high
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:A stronger US dollar and fears of softer energy demand pushed oil down 7%Bad news for energy inclusion in the Build Back...
18 Jul 20226min
Energy Podcast: Last week saw nearly unprecedented volatility in the energy market
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Market results for the week were surprisingly mild given the volatilityWhy we think the recent sell-off in energy could be...
13 Jul 202210min
Energy Podcast: Another positive quarter for energy expected as earnings season approaches
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:A recap of the first half of 2022 from a performance standpointWhy increasing oil production may fail to lower pricesTakeaw...
5 Jul 20228min
Energy Podcast: Is the energy rally finally running out of gas?
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Lackluster performance leaving investors wondering if the energy sector rally has run its courseLNG companies in the U.S. ...
27 Jun 20227min
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 Jun 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 Jun 20227min
