TortoiseEcofin QuickTake Podcasts

Podcasts from TortoiseEcofin

https://podcasts.tortoiseecofin.com

Eine durchschnittliche Folge dieses Podcasts dauert 7m. Bisher sind 543 Folge(n) erschienen. Dieser Podcast erscheint alle 5 Tage.

Gesamtlänge aller Episoden: 3 days 2 hours 12 minutes

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episode 607: Energy Podcast: The economy continues to march towards recovery despite Omicron concerns


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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   8m
 
 

episode 606: Energy Podcast: Oil’s Black Friday Turns Red


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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   6m
 
 

episode 605: Energy Podcast: Biden’s effort to lower gasoline prices hurts energy markets


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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   8m
 
 

episode 604: Energy Podcast: High oil and gas prices drive inflation rate to a 30-year high


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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   6m
 
 

episode 603: Energy Podcast: Winners and losers from this quarter’s earnings season


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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   6m
 
 

episode 602: Energy Podcast: Potential reconciliation bill is a win for both midstream and renewables


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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 2021-11-01  8m
 
 

episode 601: Energy Podcast: Distributions, equity buyback, and LNG export agreements pepper another week of earnings


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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 2021-10-25  7m
 
 

episode 600: Energy Podcast: Demand for energy commodities fuels energy markets


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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 2021-10-18  6m
 
 

episode 599: Energy Podcast: Energy markets show resiliency supported by economies re-opening


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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 2021-10-11  7m
 
 

episode 598: Energy Podcast: UK gasoline shortage drives oil price expectations for 2022


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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 2021-10-04  6m