Podcasts from Tortoise
https://podcasts.tortoiseecofin.com
Gesamtlänge aller Episoden: 3 days 10 hours 18 minutes
episode 644: Energy Podcast: Energy was the only positive sector last week after Fed Chairman Powell’s speech
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:
- Oil prices hinge on whether or not sanctions with Iran are removed
- Energy Secretary Jennifer Granholm requests US refiners curb refined product exports
- Natural gas prices vary greatly regionally due to scheduled maintenance among other factors:
- US Henry Hub prices $9 per mmbtu
- German prices are at a multiple of that at $70 per mmbtu
- Canadian prices at a fraction...
episode 643: Increased global focus on energy security underscores the need for renewables and natural gas exports, key highlights from the Citi Energy conference
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:
- Key highlights from the Citi Energy conference
- Results from the tail end of Q2 earnings
- Phillips and Enbridge announce transaction
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episode 642: Lower inflation indications drove markets higher with expectations of a dovish Fed
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:
- Continuations of strong second quarter earnings reports
- International Energy Agency (IEA) increased outlook for petroleum demand
- OPEC+ lowered it’s expected growth forecast with oil responding by reversing negative price moves
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episode 641: Energy markets retreated along with oil prices, despite a week of solid earnings results
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:
- 16 midstream companies reported last week with over half raising full year guidance
- With oil inventories down and demand expectations in flux, oil prices dropped to pre-Ukraine invasion levels
- Why we think current oil prices are good for midstream companies
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episode 640: How the Inflation Reduction Act of 2022 could impact energy companies
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:
- If passed, the Act highlights broader acceptance amongst U.S. politicians of an all-of-the-above solution to decarbonization and growing interest in energy security
- Equity markets made a strong rebound in July with energy infrastructure outperforming the broad market
- Key takeways from second quarter earnings season, including continued demand for U.S...
episode 639: Energy Podcast: Strong earnings results prompt optimistic next quarter guidance
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:
- Earnings results from Kinder Morgan, Haliburton and more.
- Numerous agreements and partnerships announced in the LNG space
- An update on the Nord Stream 1 pipeline in Europe
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episode 638: Energy Podcast: Markets slipped last week with inflation driving the CPI to a four-decade high
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:
- A stronger US dollar and fears of softer energy demand pushed oil down 7%
- Bad news for energy inclusion in the Build Back Better proposal
- LNG contracts continue to be announced and signed
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episode 637: Energy Podcast: Last week saw nearly unprecedented volatility in the energy market
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:
- Market results for the week were surprisingly mild given the volatility
- Why we think the recent sell-off in energy could be an attractive buying opportunity
- Big regulatory news as the US Supreme Court ruled in favor of several states suing the EPA over its efforts to enforce the Clean Power Plan
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episode 636: Energy Podcast: Another positive quarter for energy expected as earnings season approaches
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:
- A recap of the first half of 2022 from a performance standpoint
- Why increasing oil production may fail to lower prices
- Takeaways from BPs annual Statistical Review of World Energy underscore the need for more energy supply while keeping emissions to a minimum
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episode 635: Energy Podcast: Is the energy rally finally running out of gas?
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:
- Lackluster performance leaving investors wondering if the energy sector rally has run its course
- LNG companies in the U.S. and Qatar partner to expand LNG export volumes and solidify the U.S. as a global leader in LNG exports
- A recent EIA report showing U.S. refinery capacity at its lowest level since 2014
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