Energy Podcast: Energy markets show resiliency supported by economies re-opening
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:An update on natural gas prices and some insight on what is driving the current pricesDetails on TC Energy’s hydrogen faci...
11 Okt 20217min
Energy Podcast: UK gasoline shortage drives oil price expectations for 2022
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:How the UK government is responding to a gas shortage driven by panic buying from consumers already dealing with price spi...
4 Okt 20216min
Energy Podcast: Equity markets rebound with energy leading the way
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:An early week market scare from a Chinese market developer sent markets on a tailspin, but they quickly reversed with en...
27 Sep 20215min
Energy Podcast: Positive news for oil markets as demand outlook increases for 2022
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:How the new “Human Infrastructure” bill could benefit midstream energy companies by encouraging ESG investmentsEnergy tran...
20 Sep 20217min
Energy Podcast: Natural gas shines bright amid a volatile week for energy markets
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Natural gas prices continue to surge, caused by increasing international demand and low inventory levelsChevron announces 3...
13 Sep 20218min
Energy Podcast: Energy stocks benefit from OPEC & EIA news
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:How OPEC’s recent decision to increase production has affected projections for oil supply in 2022Updated data from the EIA...
7 Sep 20217min
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 Aug 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 Aug 20216min
