Gas M&A, Nuclear Momentum, and AI’s Growing Energy Appetite
This month, Senior Portfolio Manager Matthew Sallee covers key energy market moves:Market Check: Utilities and midstream gain groundEarnings Pulse: Strong beats across power and gasGas Deals: NRG’s $1...
4 Juni 20257min
Oil Price Pressure, Tariff Fallout, and the Data Center Buildout
This month, Senior Portfolio Manager Brian Kessens breaks down the latest energy market developments: Market Moves: Crude drops 19% in April; midstream outperforms.Tariff Fallout: China spares key U.S...
8 Maj 20257min
Natural Gas Spike, Stagflation Talk, and Tariffs Take Center Stage
This month, Senior Portfolio Manager James Mick breaks down key energy market themes:Market Performance: Natural gas up 7.4%, energy stocks rise.Tariff Talk: New U.S. tariffs spark inflation concerns....
3 Apr 20258min
Surging Natural Gas Prices, AI’s Power Play, and Evolving Tariffs
This month, Senior Portfolio Manager Rob Thummel breaks down the latest energy market shifts:Performance: Natural gas prices surged 30%, driving sector gains despite broader market declines.AI’s Energ...
4 Mars 20257min
AI-Driven Energy Growth, Natural Gas Investments, and Trump’s Tariff Impact
This month, Senior Portfolio Manager Matt Sallee covers key energy market updates:Market Performance: AI-fueled energy demand drives infrastructure growth.Natural Gas Expansion: Major investments from...
4 Feb 20257min
2024 Energy Review: Record Growth and What’s in Store for 2025
This month, Senior Portfolio Manager Brian Kessens shares these key insights:Energy Sector Recap: AI-driven growth with midstream performance surging by 44% as measured by the Alerian Midstream Energy...
7 Jan 202510min
November Energy Market Surges, Trump’s Policies, and Top Industry Moves
This month, Senior Portfolio Manager James Mick covers key energy market updates:Market Performance: Strong sector gains.Trump’s Energy Policy: Deregulation, LNG growth, sanctions driving oil.Natural ...
3 Dec 20248min
Energy Podcast: October Market Momentum & Natural Gas Outlook
In this month's energy podcast Senior Portfolio Manager, Rob Thummel, discusses:Market Performance: S&P 500 hits an all-time high; energy and real estate lagEnergy Gains: Energy stocks outperforming, ...
4 Nov 20246min
