episode 603: Energy Podcast: Winners and losers from this quarter’s earnings season
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:
- OPEC's views that the energy crisis is not oil related but due to an insufficient supply of natural gas
- Key themes for earnings season including return of capital, high volumes and investment in renewables
- Why we think the White House's methane action plan is a positive for the energy industry
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