Energy Podcast: Earnings season kicks off with a strong first quarter showing
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:MLPs remain positive despite a slight dip in oil prices that drove the broad energy sector lowerExxonMobil announces $100 b...
26 Apr 20218min
Energy Podcast: Energy stocks propelled by OPEC optimism and IEA inventory data
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Oil inventories decline for the seventh consecutive month as OPEC and the IEA increase their oil demand growth estimatesEQ...
19 Apr 20218min
Energy Podcast: Oil demand expected to soar as summer driving season approaches
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:An update on the Dakota Access Pipeline hearingThe latest EIA report predicting the highest gas prices since 2018 this sum...
12 Apr 20217min
Energy Podcast: Energy MLPs respond positively to OPEC+ meeting and Biden infrastructure bill
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:The recent OPEC+ meeting and their plans to slowly increase production levelsAn overview of President Biden’s infrastruc...
5 Apr 20216min
Energy Podcast: Global developments cause volatility in the markets
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Energy companies announce new carbon capture programsUpdates on the Line 3 liquids pipeline court case in MinnesotaPotenti...
30 Mar 20218min
Energy Podcast: Energy remains the best performing S&P sector despite losses
In this week's energy podcast, Senior Portfolio Manager James Mick discusses: Why crude oil, natural gas and MLP markets fell this week Concerns around slow vaccine rollout in Europe compared to the ...
22 Mar 20218min
Energy Podcast: Energy markets and GDP estimates are on the rise
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: Energy companies demonstrating commitment to shareholders by generating steady cash flows Key highlights from Chevron’s ...
15 Mar 20218min
Energy Podcast: Increased demand and ramped-up vaccinations boost markets
In this week's energy podcast, Senior Portfolio Manager Matt Sallee discusses: The recent OPEC decision to hold production flat and new vaccine developments boosted markets this week Examples of ener...
8 Mar 20217min
