Podcasts from Tortoise
https://podcasts.tortoiseecofin.com
Gesamtlänge aller Episoden: 3 days 10 hours 18 minutes
episode 665: Energy Podcast: Midstream and energy earnings, increase in M&A activity, and Macro concerns surrounding the debt ceiling legislation
In this month's energy podcast, Senior Portfolio Manager Matt Sallee discusses:
- Updates on earnings season and key themes across the board
- Midstream being a bright spot in Q1 energy earnings
- The increase in M&A activity in both upstream and midstream
- Push back following ONEOK acquisition of Magellan Midstream
- Macro concerns surrounding the debt ceiling legislation and looming recession potential
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episode 664: Energy Podcast: First full month of spring brings improved returns and calms recession concerns following last month's banking crisis
In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:
- OPEC’s decision to reduce crude oil production in attempt to gain control of prices
- Continued high natural gas inventories and the results
- Accelerated buybacks in midstream following banking crises
- New EPA rules targeting emission standards
- Expectations for the Fed’s upcoming meeting on interest rates
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episode 663: Energy Podcast: Stock market March madness following bank shutdowns and the effect on the energy sector
In this month's energy podcast, Senior Portfolio Manager James Mick discusses:
- March updates across energy and oil sectors
- Silicon Valley Bank shutdown and its subsequent impact on energy companies and market returns
- OPEC’s surprising cut to crude oil production
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episode 662: Energy Podcast: Recession fears pull back broad markets in February, including energy markets
In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses:
- Commodity prices remaining low, although there are some indications of higher prices by the end of the year
- Key themes from earnings updates
- Energy companies continuing to take an all-of-the-above approach to energy transition
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episode 661: Energy Podcast: What do falling gas prices mean for the energy sector?
In this timely energy podcast, Senior Portfolio Manager Rob Thummel discusses:
- Contributing factors to the historic fall of natural gas prices
- Why did they fall so quickly?
- Our outlook for natural gas prices in 2023?
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episode 660: Energy Podcast: Midstream energy continues with strong performance while oil prices fell in January
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:
- Midstream outperforming the S&P in 2022 with lower volatility (beta of 0.70 to the S&P and 0.36 to crude oil)
- IEA forecasting record demand growth leading to tight supply putting upward pressure on oil prices
- Kickoff to fourth quarter earnings season
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episode 659: End of Year Energy Podcast: Energy PM’s provide perspective looking forward to the compelling opportunities energy will bring in 2023
In this year-end energy podcast, Senior Portfolio Managers Rob Thummel, James Mick, Brian Kessens and Matt Sallee discuss:
- An overview of the commodity markets and outlook for 2023
- Midstream year in review and outlook
- View on the broader energy sector and key themes going forward
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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...
episode 657: Energy Podcast: Broad market relatively flat last week as we get more macro certainty
In this week's energy podcast, Senior Portfolio Manager Brian Kessens discusses the following topics from last week:
- Some clarity provided as midterm election outcomes become known, 3Q earnings come to a close and an expected 50 bps interest rate hike in December
- Crude oil moved lower on an increase in Covid cases in China
- Updates from two notable industry conferences
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episode 656: Energy Podcast: The macro certainly overshadowed fundamentals for midstream energy last week
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:
- Two primary forces that drove macro news: the Fed and China
- Tuesday’s election not producing the expected red wave- and the market doesn’t like surprises
- Better-than-expected CPI results on Thursday
- China’s developing plan to lighten up its zero Covid policy in 2023, which should be positive for energy demand
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