episode 658: Energy Podcast: Energy equities having a strong 4Q, despite only a modest gain in oil prices
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:
- An interesting juxtaposition in the oil market between the bullish developments in the physical market vs the somewhat bearish futures market
- Updates in the LNG market including Sempra announcing partnership with ConocoPhillips for its Port Arthur export facility and New Fortress finalizing agreement with Pemex
- Company news highlights from TC Energy and Enbridge
- Updates following OPEC's last meeting
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