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コンテンツは Tortoise Capital によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Tortoise Capital またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Energy Podcast: Stock market March madness following bank shutdowns and the effect on the energy sector
Manage episode 359740409 series 1401895
コンテンツは Tortoise Capital によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Tortoise Capital またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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
488 つのエピソード
Manage episode 359740409 series 1401895
コンテンツは Tortoise Capital によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Tortoise Capital またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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
488 つのエピソード
すべてのエピソード
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10:23This month, Senior Portfolio Manager Brian Kessens shares these key insights: Energy Sector Recap : AI-driven growth with midstream performance surging by 44% as measured by the Alerian Midstream Energy Index. Trump’s Energy Agenda : Anticipated lighter regulations and a comprehensive energy strategy Natural Gas Demand Outlook : LNG exports, AI-powered data centers, and reshoring poised to boost demand Utilities on the Rise : Data center demand and EV adoption Quick Hits : Record U.S. oil production, M&A moves, and midstream infrastructure investments. Download Transcript…
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8:23This month, Senior Portfolio Manager James Mick covers key energy market updates: Market Performance: Strong sector gains. Trump’s Energy Policy: Deregulation, LNG growth, sanctions driving oil. Natural Gas Outlook: Higher LNG exports expected to benefit producers. Energy Tariffs: Proposed tariffs could raise U.S. refining costs. Quick Hits: OPEC+ cuts, Israel-Hezbollah ceasefire, ONEOK-Enlink buyout, DOE appointment. Download Transcript…
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6:59In this month's energy podcast Senior Portfolio Manager, Rob Thummel, discusses: Market Performance: S&P 500 hits an all-time high; energy and real estate lag Energy Gains: Energy stocks outperforming, infrastructure up 34% YTD Earnings Insights : Increased natural gas turbine orders driven by AI Nuclear Developments : Google and Amazon partner on Small Modular Reactors Natural Gas Investment : Evergy invests $2 billion in new plants for future electricity needs Download Transcript…
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6:56In this month's energy podcast, Matt Sallee dives into the latest trends shaping the energy sector: Strong Q3 Gains : Midstream and utilities are seeing solid performance, with rising demand for natural gas and electricity. Geopolitical Tensions : Crude oil prices are surging amid ongoing tensions between Israel and Iran. Nuclear Energy Expansion : Constellation Energy reactivates Three Mile Island Unit 1, bringing 835 MW of carbon-free energy online—backed by Microsoft. Electricity Demand Surge : AI and digital transformation are driving unprecedented electricity needs. Corporate Developments : The latest M&A activities across the sector. Download Transcript…
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7:42In this month's energy podcast, Senior Portfolio Manager, Brian Kessens, provides key insights into August’s market performance, covering: Mixed results driven by declining crude oil prices Strong midstream earnings, with half of companies surpassing expectations Improved drilling and oilfield service efficiency, even with fewer rigs in operation The latest updates on M&A across the sector A preview of the upcoming Barclay's Energy Conference, with a focus on capital returns, operational efficiency, and volume trends Download Transcript…
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8:30In this month's energy podcast, Senior Portfolio Manager, James Mick, discusses: July market performance: drops in crude oil and natural gas, while the S&P Energy Select Sector Index and utilities performed well Market focus shifting from inflation to unemployment, affecting interest rate expectations Midstream earnings slightly beating estimates, with strong free cash flow Energy topics of interest: new natural gas pipeline announced, expansion of LPG export facility, and record capacity auction prices in the northeast PJM region Download Transcript…
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8:01In this month's energy podcast, Senior Portfolio Manager, Rob Thummel, discusses: S&P climbing 15% and the energy sector standing out, led by strong gains in infrastructure Oil prices rising 6% in June and natural gas surging 48% amid production adjustments and demand spikes Energy infrastructure stocks showing resilience with improved fundamentals OPEC+'s decision to extend production cuts and the operational launch of the Mountain Valley Pipeline Cheniere Energy continuing robust capital allocation strategy with 15% dividend increase and $4 billion stock buyback Download Transcript…
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7:07
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7:07In this month's energy podcast, President of Tortoise, Matt Sallee, discusses: Strong May returns for energy infrastructure despite softening crude prices Resilient midstream sector with significant fund flows and stable valuations Positive macro trends with moderate CPI growth and stable forward expectations Recap of Q1 earnings, midstream performance, utilities growth, and consolidation activity Download Transcript…
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6:38
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6:43
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6:43In this month's energy podcast, Senior Portfolio Manager James Mick discusses: Performance updates Rising crude oil markets as geopolitical tensions continue to escalate Updates on M&A activity Recap on an eventful CERAweek Download Transcript
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7:35In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses: Performance updates Factors affecting crude oil and natural gas prices and inventories Optimistic outlook for the energy sector endorsed by industry veterans Jim Teague and Warren Buffet Forecast for strong LNG growth Increase in M&A activity Download Transcript…
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6:34In this month's energy podcast, President of Tortoise Matt Sallee discusses: M&A activity driving MLP outperformance The expectation for strong international activity continues to be a theme for oil field services Natural gas gathering and transportation volumes continue to drive growth to feed increasing demand for exports Impact following Biden administration's order to the Department of Energy to halt review of applications for new LNG terminals Download Transcript…
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8:41In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses: Performance updates across the energy sector AI’s influence in 2023 Crude oil and natural gas production growth Challenges in the utility sector and the ongoing impact of the Inflation Reduction Act (IRA) Strategic mergers and acquisitions (M&A) Download Transcript…
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