episode 640: How the Inflation Reduction Act of 2022 could impact energy companies
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:
- If passed, the Act highlights broader acceptance amongst U.S. politicians of an all-of-the-above solution to decarbonization and growing interest in energy security
- Equity markets made a strong rebound in July with energy infrastructure outperforming the broad market
- Key takeways from second quarter earnings season, including continued demand for U.S. LNG
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