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episode 655: Energy Podcast: Midstream bested the DJIA’s best month since January 1976


In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:

  • In October, Alerian MLP Index outperformed the Dow Jones Industrial Average, which had its best monthly gain since January 1976
  • Updates on third quarter earnings season with many core infrastructure holdings reporting results last week
  • Companies unveiling expansions to the U.S. energy infrastructure network that should facilitate increasing exports of crude oil, natural gas, and natural gas liquids
  • Impact of a windfall profits tax suggested by President Biden

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 November 7, 2022  7m