In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Energy markets up across the board due to easing travel restrictions and rising LNG prices causing companies to switch to crude oilCheniere Energy announces purchase agreement with China’s largest natural gas distribution companyNew energy transition and net-zero commitments from traditional energy companiesDownload Transcript

Tortoise QuickTake Podcasts

Energy Podcast: Demand for energy commodities fuels energy markets

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:An update on natural gas prices and some insight on what is driving the current pricesDetails on TC Energy’s hydrogen facility agreement with electric truck company NikolaResults from the OPEC+ meeting on production levelsDownload Transcript

Energy Podcast: Energy markets show resiliency supported by economies re-opening

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:How the UK government is responding to a gas shortage driven by panic buying from consumers already dealing with price spikes in electricity and natural gasHighlights from Enbridge’s ESG focused analyst dayHow midstream companies are delivering on their promise to reduce emissionsDownload Transcript

Energy Podcast: UK gasoline shortage drives oil price expectations for 2022

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:An early week market scare from a Chinese market developer sent markets on a tailspin, but they quickly reversed with energy leading the wayCrude oil demand expectations rise for 2022, as surging LNG prices are forcing companies to switch to a cheaper alternativeThe Biden Administration announces its support for including renewable energy activities as MLP qualifying incomeNew energy transition and carbon reduction projects are announced by major energy companiesDownload Transcript

Energy Podcast: Equity markets rebound with energy leading the way

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:How the new “Human Infrastructure” bill could benefit midstream energy companies by encouraging ESG investmentsEnergy transition announcements from several traditional energy companies show how existing infrastructure can and will be repurposed in a low carbon futureOPEC’s refreshed oil demand outlook shows natural gas will be required long into the futureDownload Transcript

Energy Podcast: Positive news for oil markets as demand outlook increases for 2022

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Natural gas prices continue to surge, caused by increasing international demand and low inventory levelsChevron announces 3 new energy transition projectsWilliams Companies and Cheniere Energy announce new stock buyback programsDownload Transcript

Energy Podcast: Natural gas shines bright amid a volatile week for energy markets

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:How OPEC’s recent decision to increase production has affected projections for oil supply in 2022Updated data from the EIA shows oil supply is in line with 2020 numbersHow hurricane Ida has impacted oil production in the Gulf of MexicoNew energy transition projects announced by Energy Transfer Partners (solar) and Chevron (biofuels)Download Transcript

Energy Podcast: Energy stocks benefit from OPEC & EIA news

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Positive news regarding the delta variant projections and comments from Federal Reserve Chairman Powell pushed markets higher last weekRefined product demand hits another post pandemic high driven by healthy refinery utilizationAn update on Hurricane Ida’s impact on energy infrastructure in LouisianaDownload Transcript

Energy Podcast: Midstream outperformed the S&P 500 driven by resilient economic activity and fuel demand

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:A recent court decision to allow bidding for federal onshore and offshore oil and gas leasesDetails on the merger of Brookfield Infrastructure Partners and Inter PipelineAn update on how hurricane level storms could effect energy infrastructure in the NortheastDownload Transcript

Energy Podcast: Impact of the Delta variant combined with a stronger dollar led to energy markets falling last week

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Energy companies must invest in methane capture in order to make the biggest impact on climate changeFactors contributing to volatility in energy markets and the Biden administration’s efforts to lower gas pricesHow the summer sell-off may have presented an attractive entry point to reposition into energy stocksNew earnings reports from Western Midstream and Chesapeake Energy position energy as the highest yielding sector in the marketDownload Transcript

Energy Podcast: Domestic crude exports fall as global recovery lags in comparison to U.S.

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:How the delta variant has affected economies and what we think the implications will be going forwardEnergy markets moving in tandem with the 10 year yield, which hit a new low last weekPromising results from the busiest week in Q2 earnings season with over 60 companies reportingDownload Transcript

Energy Podcast: Delta variant concerns cause volatility in the markets

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Energy sector generating more than double the free cash flow as major tech stocksEarnings reported from energy companies are in line with expectations, with petrochemicals driving positive results due to strong global GDP growth in 2021Recent sustainability reports form energy companies show positive results in the fight to reduce emissionsDownload Transcript

Energy Podcast: Midstream outperforms FAANG stocks on free cash flow

In this week’s energy podcast, Senior Portfolio Manager Matt Salee discusses:Noteworthy developments in energy transition opportunitiesQ2 earnings kick-off updates from Halliburton, Kinder Morgan and NextEraNews to follow: Inter Pipeline’s engagement with Brookfield as Pembina deal is terminatedDownload Transcript

Energy Podcast: OPEC meeting results likely keep oil supply tight and gasoline prices robust for summer vacationers

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:OPEC+ and Abu Dhabi reach an agreement that should reduce supply uncertainty through the end of 2021Trans-Panama Gateway Pipeline explores constructing an LPG pipeline across Panama to bypass the increasing traffic in the Panama CanalEnergy companies continue to make efforts to decarbonize in order to meet their emissions goalsDownload Transcript

Energy Podcast: Global energy demand continues to improve despite delta variant uncertainty

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:High air travel numbers and low crude inventory levels indicate the economic recovery is on trackKeystone XL pipeline backer files suit against the Biden administrationEQT & Chevron set goals to lower emissions and improve ESG performanceDownload Transcript

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