Energy Podcast: Valentines Day comes early for investors as energy outperformance continues
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Escalation of Russia-Ukraine conflict and the impact to commoditiesPredictions for crude oil prices in 2022 driven by OPEC’...
14 Feb 20227min
Energy Podcast: Oil prices on track to reach record highs this summer
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Low global oil inventories lead to highest prices in 7 yearsWhy natural gas prices in New England are disproportionally hi...
7 Feb 20227min
Energy Podcast: Midstream energy stays afloat amid another choppy week
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:A volatile week for markets led by concerns over a rate hike and escalation of the Ukraine conflictMajor energy companies ...
31 Jan 20226min
Energy Podcast: Markets are tested by geopolitical tensions and supply-chain issues
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Crude oil remains resilient to the market volatility affecting broad energy and midstream sectorsAnnouncements from Kind...
24 Jan 20226min
Energy Podcast: Markets recover after shocking Fed comments
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Merger & acquisition announcements from major energy companies including a biofuel acquisition from Exxon MobilWhy we beli...
18 Jan 20228min
Energy Podcast: 2022 starts with a bang as the energy market rally continues
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:How the Fed’s rate hikes have accelerated the energy equities rallyMarket concerns over OPEC’s ability to increase producti...
10 Jan 20226min
End of Year Energy Podcast: Energy continues to support economic expansion as we look ahead to 2022
In this year-end energy podcast, Senior Portfolio Manager Rob Thummel discusses:An overview of energy performance in 2021 and a brief outlook for 2022How having low cost natural gas gives the U.S. a s...
20 Dec 20217min
Energy Podcast: Energy demand poised for a record year as 2022 approaches
In this week’s energy podcast Senior Portfolio Manager Matt Sallee discusses:How the most recent Energy Information Administration (EIA) short term energy outlook supports our view that utilization of...
13 Dec 20216min
