Energy Podcast: Earnings season ramps up with positive reports across the energy value chain
In this month's energy podcast, President of Tortoise Matt Sallee discusses:M&A activity driving MLP outperformanceThe expectation for strong international activity continues to be a theme for oil fie...
2 Feb 20246min
End of Year Energy Podcast: A 2023 perspective on the significant developments in the energy sector
In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:Performance updates across the energy sectorAI’s influence in 2023Crude oil and natural gas production growthChallenges...
8 Jan 20248min
Energy Podcast: November brings a great time of year for sports fans and plenty of market updates as we near 2024
In this month's energy podcast, Senior Portfolio Manager James Mick discusses:Performance updates across the boardUpdate on Fed policy and interest ratesCrude oil markets following the delayed OPEC+ N...
4 Dec 20239min
Energy Podcast: October delivers tricks and treats to investors in the stock market
In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses:Updates across the energy sectorOil price fluctuation due to ongoing conflicts on the middle eastThe biannual release of ...
2 Nov 20237min
Energy Podcast: September brought another month of positive returns and closed out a strong Q3 for energy
In this month's energy podcast, President of Tortoise Matt Sallee discusses:Three consecutive positive quarters for energy in 2023M&A - an important theme this year within the energy and power infrast...
2 Okt 20236min
Energy Podcast: August was full of news with companies reporting 2nd quarter earnings, M&A activity continuing, and the oil market tightening even more
In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:Updates on second quarter earningsContinuation of M&A activityOil market tighteningExpectations for the upcoming confer...
5 Sep 20236min
Energy Podcast: Summer heat has brought strong returns for energy markets
In this month's energy podcast, Senior Portfolio Manager James Mick discusses:Performance updates across the boardThe Fed restarting interest rate hikes after a brief respite in JuneMultiple weeks of ...
7 Aug 20238min
Energy Podcast: Eventful month for the energy sector sets up promising second half of the year
In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses:How we believe the energy sector is poised to make a comeback in the second half of the yearOPEC+ reset quotas lowering 2...
5 Juli 20238min
