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 Aug 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 Aug 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 Aug 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 Jul 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 Jul 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 Jul 20216min
Energy Podcast: Energy records major gains in the first half of 2021
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:MLPs remain positive despite mixed performance in the marketsEnergy markets continue to surge with much more potential to g...
6 Jul 20219min
Energy podcast: Carbon capture and sequestration as a primary role in the energy evolution
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:S&P 500 Index ended last week at a record high boosted by a potential bi-partisan infrastructure billEnergy and energy inf...
28 Jun 20217min
