TortoiseEcofin QuickTake Podcasts

Podcasts from TortoiseEcofin

http://www.tortoiseecofin.com

Eine durchschnittliche Folge dieses Podcasts dauert 7m. Bisher sind 523 Folge(n) erschienen. .

Gesamtlänge aller Episoden: 2 days 23 hours 45 minutes

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episode 587: Energy Podcast: Global energy demand continues to improve despite delta variant uncertainty


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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   7m
 
 

episode 586: Energy Podcast: Energy markets stabilize after a volatile week


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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   6m
 
 

episode 585: Energy Podcast: Energy records major gains in the first half of 2021


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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   9m
 
 

episode 584: Energy podcast: Carbon capture and sequestration as a primary role in the energy evolution


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...


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   7m
 
 

episode 583: Energy Podcast: How the Fed's view on inflation will impact pipeline companies


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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 2021-06-21  6m
 
 

episode 582: Energy Podcast: Oil markets soar as demand continues to exceed expectations


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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 2021-06-14  6m
 
 

episode 581: Energy Podcast: Energy markets continue their positive streak as economic recovery picks up


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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 2021-06-07  6m
 
 

episode 580: Energy Podcast: Energy companies continue to embrace the energy transition


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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 2021-06-01  8m
 
 

episode 579: Energy Podcast: Energy remains resilient despite rising inflation


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...


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 2021-05-24  7m
 
 

episode 578: Energy Podcast: Energy markets continue to soar as economy booms


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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 2021-05-17  7m