Energy Podcast: Energy extends its outperformance as earnings season wraps up
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: How 2020 midstream earnings measure up to expectations Major energy and oil companies announce energy evolution projec...
1 Mars 20217min
Energy Podcast: A polar vortex, rolling blackouts and the Texas grid
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: Facts about Texas' grid and ERCOT not meeting the challenges of the week Cost benefit feasibility in establishing grid re...
22 Feb 20218min
Energy Podcast: Oil majors continue to diversify with renewables
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: Announcements of new renewable projects from several major energy companies Fourth quarter midstream earnings announceme...
16 Feb 20217min
Energy Podcast: Will the midstream energy sector be the MVP of 2021?
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: Energy extends its lead into February as the best performing sector in the S%P 500 month-to-date Why Exxon is the top ea...
8 Feb 20218min
Energy Podcast: Earnings season heats up as energy companies focus on delivering low carbon energy
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses: Our take on the executive action taken to pause new oil and gas leases on public lands and waters An update on the Dakot...
1 Feb 20216min
Energy Podcast: Global lockdowns and Biden executive orders test energy markets
In this week's energy podcast, Senior Portfolio Manager Brian Kessens discusses: Kinder Morgan kicks off earnings with in-line results How President Biden’s executive order on the Keystone XL pipelin...
25 Jan 20216min
Energy Podcast: The road to recovery continues to take shape as catalysts and outlook improve
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19 Jan 20216min
Energy Podcast: 2021 kicks off with energy as the top performing S&P 500 sector
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11 Jan 20217min
