Energy Podcast: How the Fed's view on inflation will impact pipeline companies
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Unexpected news from the Fed meeting on inflationTwo recent legal battles that point to energy as the winnerWhy we think r...
21 Juni 20216min
Energy Podcast: Oil markets soar as demand continues to exceed expectations
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Oil prices closed at a 2-year high as road traffic picks up in the U.S. and EuropeNon-core asset sales from midstream co...
14 Juni 20216min
Energy Podcast: Energy markets continue their positive streak as economic recovery picks up
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:The economic recovery continues as job creation and Memorial Day driving numbers exceed expectationsMerger & acquisition a...
7 Juni 20216min
Energy Podcast: Energy companies continue to embrace the energy transition
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Oil markets remained positive in anticipation of what could be a record summer driving seasonPros and cons of the Cimarex /...
1 Juni 20218min
Energy Podcast: Energy remains resilient despite rising inflation
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Oil prices fell with the potential for an agreement with Iran that would lift all major sanctions and increase supply to t...
24 Maj 20217min
Energy Podcast: Energy markets continue to soar as economy booms
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Combination of demand recovery and restrained supply draining oil storageHow the stimulus, high savings rate and pent up d...
17 Maj 20217min
Energy Podcast: Energy continues to surge as earnings season wraps up
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Factors driving strong performance in the broad energy and midstream energy sectorsEarning’s season highlights and how T...
10 Maj 20217min
Energy Podcast: The U.S. becomes a leader in global economic recovery
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Updates on the PennEast pipeline and Dakota Access Pipeline court casesHow energy companies are tackling low hanging fruit...
3 Maj 20217min
