TortoiseEcofin QuickTake Podcasts

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

• An update on the house version of the Build Back Better bill and provisions in the bill that will affect energy markets
• Energy markets were pleasantly surprised by an OPEC+ decision to increase production in January
• Merger & acquisition announcements and updated emissions targets from major energy companies

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

• Energy stocks held in relatively well along with natural gas prices finishing higher amid week-ending Omicron headlines
• Strategic Petroleum Reserve release decisions and OPEC’s next key meeting
• Company news: Cheniere’s new 20-year LNG contract; Pembina’s management bench; and emission reduction targets from Keyera

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

• Biden working on coordinating a strategic petroleum reserve (SPR) release between the US, China and Japan
• An update on natural gas prices and a new LNG agreement between Cheniere Energy and Engie
• Key takeaways from the RBC Energy conference in Dallas with capital allocation being a main topic

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

• How the US can reduce oil prices despite OPEC’s reluctance to increase supply
• Earnings results from Western Midstream Partners (WES) highlight their strong capital allocation plan
• A new collaboration between TC Energy and Hyzon Motors to build hydrogen production hubs across North America

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

• OPEC's views that the energy crisis is not oil related but due to an insufficient supply of natural gas
• Key themes for earnings season including return of capital, high volumes and investment in renewables
• Why we think the White House's methane action plan is a positive for the energy industry

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

• Market reactions to the house agreement on the reconciliation package
• OPEC’s projection of excess supply in 2022 pushed crude oil markets negative for the first time in nine weeks
• Earnings announcements including an energy evolution announcement from Plains All American Pipeline and an LNG agreement from Cheniere Energy

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

• Earnings recap, including Kinder Morgan's investment in terminals to handle renewable fuels
• Another LNG agreement to supply China's energy demand
• A look ahead to the UN's Climate Change Conference, COP26

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

• Energy markets up across the board due to easing travel restrictions and rising LNG prices causing companies to switch to crude oil
• Cheniere Energy announces purchase agreement with China’s largest natural gas distribution company
• New energy transition and net-zero commitments from traditional energy companies

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

• An update on natural gas prices and some insight on what is driving the current prices
• Details on TC Energy’s hydrogen facility agreement with electric truck company Nikola
• Results from the OPEC+ meeting on production levels

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

• How the UK government is responding to a gas shortage driven by panic buying from consumers already dealing with price spikes in electricity and natural gas
• Highlights from Enbridge’s ESG focused analyst day
• How midstream companies are delivering on their promise to reduce emissions

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