episode 625: Energy Podcast: Outlook for energy remains sunny while other sectors clouded with uncertainty
- As 1Q earnings season kicks off, the energy sector is expected to deliver rising earnings and higher cash flow some of which will be returned to investors via dividend increases.
- High commodity prices are partially linked to low domestic as well as global inventories. The chart below highlights U.S. inventory levels for coal, natural gas, and oil as a percentage of normal for this time of year.
- Producer price index (PPI) numbers were released for March 2022 indicating an annual increase in PPI of 11%. Pipeline transportation rates for regulated liquids oil and refined product pipelines can be increased by 8.7% in July of 2022 related to the PPI increase in 2021.
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