Kicking Off 2026: AI Capex, Infrastructure Gaps, and Energy M&A
This month, Head of Investments Matt Sallee covers key energy market developments:Market Performance: Energy leads the S&P; midstream delivers strong gains.Weather Impacts: Winter Storm Fern drives pr...
2 Feb 7min
Venezuela Volatility, Energy Stock Strength, and the 2026 Outlook
This month, Senior Portfolio Manager James Mick recaps energy market performance and explores emerging themes for the year ahead:2025 Recap: Energy equities ended strong despite a 20% drop in crude.Mi...
9 Jan 8min
Midstream Gains, Gas Price Surge, and the DOE’s AI Bet
This month, Senior Portfolio Manager Brian Kessens breaks down key energy sector themes:Market Moves: Energy and midstream outperform the S&P 500Natural Gas: Prices rise on colder weather expectations...
3 Des 20256min
Permian Resilience, AI Capex Surge, and Infrastructure Momentum
This month, Senior Portfolio Manager Rob Thummel covers the latest market shifts:Market Recap: Energy dips while the S&P 500 hits near-record highsPermian Update: U.S. production grows despite weaker ...
10 Nov 20256min
Natural Gas Storage, AI Megaprojects, and Energy Infrastructure IPOs
This month, Head of Investments Matt Sallee shares timely insights into the energy sector’s evolving landscape:Market Moves: S&P gains 8% in Q3; energy and utilities keep pace.Midstream Check: Trails ...
6 Okt 20256min
Crude Volatility, AI Energy Demand, and Midstream M&A Momentum
This month, Senior Portfolio Manager James Mick covers key energy developments:Market Performance: Energy equities stay resilient despite crude and gas weaknessMidstream Activity: Strategic M&A gains ...
8 Sep 20257min
Oil Strength, Midstream Momentum, and Data-Driven Demand
This month, Senior Portfolio Manager Brian Kessens highlights key themes driving the energy sector:Market Performance: Utilities lead; energy and power sectors outperform.Midstream Earnings: Beats fro...
5 Aug 20257min
Oil Volatility, AI-Driven Demand, and Evolving Infrastructure Trends
This month, Senior Portfolio Manager & Market Strategist Rob Thummel shares timely insights on:Sector Performance: Utilities and midstream remain standoutsGeopolitical Risk: Iran-Israel tensions drive...
1 Jul 20256min
