Energy Podcast: Even energy couldn’t withstand the Fed’s interest rate hike last week and fell sharply lower
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Senator Manchin provided details of his Energy Independence and Security Act of 2022, which contains a host of provision...
26 Sep 20226min
Energy Podcast: Broad markets traded lower on CPI and PPI releases
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:On the bright side, the latest PPI data points to a 13% FERC tariff escalator for liquids pipelinesPositive company news f...
19 Sep 20225min
Energy Podcast: Broad energy was modestly positive driven by strong performance from midstream and utilities
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:OPEC+ elected to cut production by 100,000 barrels per day, reversing it’s previous increaseThe natural gas concerns for Eu...
12 Sep 20227min
Energy Podcast: Energy remains the top performing sector in the S&P 500 YTD
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Elon Musk underscored the need for oil and gas in the short term for the multi decade transition to a sustainable economyT...
6 Sep 20226min
Energy Podcast: Energy was the only positive sector last week after Fed Chairman Powell’s speech
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Oil prices hinge on whether or not sanctions with Iran are removedEnergy Secretary Jennifer Granholm requests US refiner...
29 Aug 20226min
Increased global focus on energy security underscores the need for renewables and natural gas exports, key highlights from the Citi Energy conference
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Key highlights from the Citi Energy conferenceResults from the tail end of Q2 earningsPhillips and Enbridge announce trans...
22 Aug 20226min
Lower inflation indications drove markets higher with expectations of a dovish Fed
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Continuations of strong second quarter earnings reportsInternational Energy Agency (IEA) increased outlook for petroleum d...
15 Aug 20225min
Energy markets retreated along with oil prices, despite a week of solid earnings results
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:16 midstream companies reported last week with over half raising full year guidanceWith oil inventories down and demand exp...
8 Aug 202210min
