TortoiseEcofin QuickTake Podcasts

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

• OPEC+ and Abu Dhabi reach an agreement that should reduce supply uncertainty through the end of 2021
• Trans-Panama Gateway Pipeline explores constructing an LPG pipeline across Panama to bypass the increasing traffic in the Panama Canal
• Energy companies continue to make efforts to decarbonize in order to meet their emissions goals

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In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:

• High air travel numbers and low crude inventory levels indicate the economic recovery is on track
• Keystone XL pipeline backer files suit against the Biden administration
• EQT & Chevron set goals to lower emissions and improve ESG performance

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In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:

• MLPs remain positive despite mixed performance in the markets
• Energy markets continue to surge with much more potential to grow in the second half of 2021
• Updates from ConocoPhillips and Sempra on how they can reduce emissions while meeting rising energy demand

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

• S&P 500 Index ended last week at a record high boosted by a potential bi-partisan infrastructure bill
• Energy and energy infrastructure sectors on pace for best performers in 2Q
• First ever sustainability bond in the energy sector priced by Enbridge
• 8th largest natural gas producer, Southwestern, announces agreement with Project Canary
• Natural gas opportunities: carbon...

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:

• Unexpected news from the Fed meeting on inflation
• Two recent legal battles that point to energy as the winner
• Why we think regulating emissions too harshly could be detrimental to the environment long term and why we strongly believe in engagement over divestment

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

• Oil prices closed at a 2-year high as road traffic picks up in the U.S. and Europe
• Non-core asset sales from midstream companies indicate that natural gas will be a critical source of energy over the long-term
• Canadian and U.S. energy companies announce programs to reduce greenhouse emissions

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In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:

• The economic recovery continues as job creation and Memorial Day driving numbers exceed expectations
• Merger & acquisition activity this week points to the fact that traditional energy companies will play a leading role in the energy transition
• Oil inventories remain below the five-year average

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In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:

• Oil markets remained positive in anticipation of what could be a record summer driving season
• Pros and cons of the Cimarex / Cabot Oil and Gas merger
• Details on the Shell lawsuit ruling and possible courses of action for the company
• ExxonMobil shareholders voted to put at least two new activist members on their board to prepare for the energy transition

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

• Oil prices fell with the potential for an agreement with Iran that would lift all major sanctions and increase supply to the market during the second half of the year
• The Dakota Access Pipeline ruling spells out a win for pipeline owners
• Key takeaways from the Energy Infrastructure Council (EIC) Investor Conference
• The need for new technologies in order to reach the IEA’s goal of...

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:

• Combination of demand recovery and restrained supply draining oil storage
• How the stimulus, high savings rate and pent up demand are driving inflation
• Takeaways from the Citi energy conference and how the industry views the future of energy
• An update on the Colonial Pipeline ransomware attack

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