Energy Podcast: Broad market relatively flat last week as we get more macro certainty
In this week's energy podcast, Senior Portfolio Manager Brian Kessens discusses the following topics from last week:Some clarity provided as midterm election outcomes become known, 3Q earnings come to...
21 Nov 20227min
Energy Podcast: The macro certainly overshadowed fundamentals for midstream energy last week
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Two primary forces that drove macro news: the Fed and ChinaTuesday’s election not producing the expected red wave- and the ...
14 Nov 20226min
Energy Podcast: Midstream bested the DJIA’s best month since January 1976
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:In October, Alerian MLP Index outperformed the Dow Jones Industrial Average, which had its best monthly gain since January...
7 Nov 20227min
Energy Podcast: Last week energy companies turned in some spooky-good earnings results
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:An overview of earnings results from across the value chainExcelerate Energy announced the finalization of yet another LNG...
31 Okt 20225min
Energy Podcast: Energy markets bounced back big last week
In this week's energy podcast, Senior Portfolio Manager Brian Kessens discusses:Markets bounced back last week after the UK made a U-turn on fiscal policy and conjecture the Fed may be less hawkish at...
24 Okt 20227min
Energy Podcast: Energy markets and commodities lower driven by macro news
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:CPI indicating potentially more rate hikes to curb inflationWhy we think higher crude oil prices will not push the US into ...
17 Okt 20226min
Energy Podcast: US oil prices rose 11% last week following the OPEC+ meeting
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Midstream energy outperformed the broad markets increasing almost 4%OPEC+ announced that it will cut production by 2 milli...
10 Okt 20226min
Energy Podcast: Energy remains one of the few positive sectors for the third quarter and the best performer YTD
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Consensus view appears to be that the Fed’s conviction that it must increase interest rates to fight inflation will cause ...
3 Okt 20226min
