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episode 644: Energy Podcast: Energy was the only positive sector last week after Fed Chairman Powell’s speech


In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:

  • Oil prices hinge on whether or not sanctions with Iran are removed
  • Energy Secretary Jennifer Granholm requests US refiners curb refined product exports
  • Natural gas prices vary greatly regionally due to scheduled maintenance among other factors:
    • US Henry Hub prices $9 per mmbtu
    • German prices are at a multiple of that at $70 per mmbtu
    • Canadian prices at a fraction of US prices, at $3 / mmbtu

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 August 29, 2022  6m