Energy Podcast: Midstream and energy earnings, increase in M&A activity, and Macro concerns surrounding the debt ceiling legislation
In this month's energy podcast, Senior Portfolio Manager Matt Sallee discusses:Updates on earnings season and key themes across the boardMidstream being a bright spot in Q1 energy earningsThe increase...
2 Juni 20236min
Energy Podcast: First full month of spring brings improved returns and calms recession concerns following last month's banking crisis
In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:OPEC’s decision to reduce crude oil production in attempt to gain control of pricesContinued high natural gas inventori...
1 Maj 20237min
Energy Podcast: Stock market March madness following bank shutdowns and the effect on the energy sector
In this month's energy podcast, Senior Portfolio Manager James Mick discusses:March updates across energy and oil sectorsSilicon Valley Bank shutdown and its subsequent impact on energy companies and ...
3 Apr 20238min
Energy Podcast: Recession fears pull back broad markets in February, including energy markets
In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses:Commodity prices remaining low, although there are some indications of higher prices by the end of the yearKey themes fro...
6 Mars 20237min
Energy Podcast: What do falling gas prices mean for the energy sector?
In this timely energy podcast, Senior Portfolio Manager Rob Thummel discusses:Contributing factors to the historic fall of natural gas pricesWhy did they fall so quickly?Our outlook for natural gas pr...
10 Feb 202310min
Energy Podcast: Midstream energy continues with strong performance while oil prices fell in January
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Midstream outperforming the S&P in 2022 with lower volatility (beta of 0.70 to the S&P and 0.36 to crude oil)IEA forecasti...
1 Feb 20237min
End of Year Energy Podcast: Energy PM’s provide perspective looking forward to the compelling opportunities energy will bring in 2023
In this year-end energy podcast, Senior Portfolio Managers Rob Thummel, James Mick, Brian Kessens and Matt Sallee discuss:An overview of the commodity markets and outlook for 2023Midstream year in rev...
14 Dec 202211min
Energy Podcast: Energy equities having a strong 4Q, despite only a modest gain in oil prices
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:An interesting juxtaposition in the oil market between the bullish developments in the physical market vs the somewhat bea...
5 Dec 20226min
