In this month's energy podcast, Senior Portfolio Manager James Mick discusses: Performance updates Rising crude oil markets as geopolitical tensions continue to escalate Updates on M&A activity Recap on an eventful CERAweek Download Transcript  ..read more

In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses: Performance updates  Factors affecting crude oil and natural gas prices and inventories Optimistic outlook for the energy sector endorsed by industry veterans Jim Teague and Warren Buffet Forecast for strong LNG growth Increase in M&A activity Download Transcript  ..read more

In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses: Performance updates across the energy sector AI’s influence in 2023 Crude oil and natural gas production growth Challenges in the utility sector and the ongoing impact of the Inflation Reduction Act (IRA) Strategic mergers and acquisitions (M&A) Download Transcript  ..read more

In this month's energy podcast, Senior Portfolio Manager James Mick discusses: Performance updates across the board Update on Fed policy and interest rates Crude oil markets following the delayed OPEC+ November meeting  Potential major geopolitical concern for oil markets centers around Venezuela and whether or not it chooses to invade neighboring Guyana Download Transcript  ..read more

In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses: Updates across the energy sector Oil price fluctuation due to ongoing conflicts on the middle east The biannual release of potential supply of natural gas to the US by the Potential Gas Committee The return of the mega-merger to the energy sector Download Transcript  ..read more

In this month's energy podcast, President of Tortoise Matt Sallee discusses: Three consecutive positive quarters for energy in 2023 M&A - an important theme this year within the energy and power infrastructure sector Continued challenges in the renewable markets Download Transcript  ..read more

In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses: Updates on second quarter earnings Continuation of M&A activity Oil market tightening Expectations for the upcoming conference circuit- starting with Barclays Energy Conference this week Download Transcript  ..read more

In this month's energy podcast, Senior Portfolio Manager James Mick discusses: Performance updates across the board The Fed restarting interest rate hikes after a brief respite in June Multiple weeks of positive returns for crude oil July kicking off earnings season with several companies reporting Download Transcript  ..read more

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 year OPEC+ reset quotas lowering 2024 production levels Updates on ONEOK's potential acquisition of Magellan Midstream Partners Significant new contract activity in the global LNG market as the U.S. and Qatar vie for top spot as largest global exporter of LNG Download Transcript  ..read more

In this month's energy podcast, Senior Portfolio Manager Matt Sallee discusses: Updates on earnings season and key themes across the board Midstream being a bright spot in Q1 energy earnings The increase in M&A activity in both upstream and midstream Push back following ONEOK acquisition of Magellan Midstream Macro concerns surrounding the debt ceiling legislation and looming recession potential Download Transcript  ..read more