Tortoise QuickTake Podcasts

• As 1Q earnings season kicks off, the energy sector is expected to deliver rising earnings and higher cash flow some of which will be returned to investors via dividend increases.
• High commodity prices are partially linked to low domestic as well as global inventories.  The chart below highlights U.S. inventory levels for coal, natural gas, and oil as a percentage of normal for this time of year...

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

• Key takeaways from the House hearing on high energy prices featuring Exxon, Chevron and BP
• Weekly Department of Energy (DOE) report shows signs of oil price relief
• New LNG projects in Asia underscore the need for US natural gas over the next several years

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

• Price forecasts following an announcement of a release from the Strategic Petroleum Reserve (SPR)
• Announcements around new LNG construction and contracting show the US will play an outsized role in the EU’s pivot away from Russian natural gas
• Takeaways from Magellan Midstream's analyst day which emphasized their stable, low risk assets

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

• Capital events markets shine a light on the importance of energy supply
• The U.S. agrees to provide additional natural gas supplies to Europe in an effort to wean Europe off of Russian energy
• New deals announced by Occidental Petroleum and Delta Airlines aimed at reducing emissions

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

• Both bearish and bullish views of the market
• Weighing supply and demand predictions and their effect on oil prices
• Two major company announcements demonstrate the continued trend of consolidation within midstream

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

• How Russia fits into the global energy mix now and going forward
• Our ideas for a long-term global solution to increase production
• Recently announced Liquid Natural Gas (LNG) projects aimed at reducing emissions

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

• The International Energy Agency (IEA) announcing a coordinated 60 million barrel release to combat rising energy prices
• Key takeaways from in-person conferences hosted by Credit Suisse and Morgan Stanley including a focus on expanding our supply of energy to the rest of the world
• Positive aspects stemming from the recently announced joint venture between Pembina and...

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

• Challenges presented by the Russia-Ukraine war and what it could mean for energy markets
• Key takeaways from earnings announcements from upstream and midstream companies include dividend and distribution growth
• Biden administration considering another Strategic Petroleum Reserve (SPR) release to alleviate high oil prices

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

• How rising tensions between Russia and Ukraine have affected global markets
• Jet fuel demand makes a comeback as air travel reaches close to 2019 levels
• Earnings announcements illustrate that investing in energy transition and returning cash to shareholders remain top priorities

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

• Escalation of Russia-Ukraine conflict and the impact to commodities
• Predictions for crude oil prices in 2022 driven by OPEC’s inability to hit monthly quotas
• New natural gas and energy transition projects announced by major energy companies

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