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 Des 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 Nov 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 Nov 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 Nov 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 Nov 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 Nov 20218min
Energy Podcast: Distributions, equity buyback, and LNG export agreements pepper another week of earnings
In this week’s energy podcast, Portfolio Manager Quinn Kiley discusses:Earnings recap, including Kinder Morgan's investment in terminals to handle renewable fuelsAnother LNG agreement to supply China'...
25 Okt 20217min
Energy Podcast: Demand for energy commodities fuels energy markets
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Energy markets up across the board due to easing travel restrictions and rising LNG prices causing companies to switch t...
18 Okt 20216min
