In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Oil markets remained positive in anticipation of what could be a record summer driving seasonPros and cons of the Cimarex / Cabot Oil and Gas mergerDetails on the Shell lawsuit ruling and possible courses of action for the companyExxonMobil shareholders voted to put at least two new activist members on their board to prepare for the energy transitionDownload Transcript

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Oil prices fell with the potential for an agreement with Iran that would lift all major sanctions and increase supply to the market during the second half of the yearThe Dakota Access Pipeline ruling spells out a win for pipeline ownersKey takeaways from the Energy Infrastructure Council (EIC) Investor ConferenceThe need for new technologies in order to reach the IEA’s goal of net-zero emissions by 2050Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Combination of demand recovery and restrained supply draining oil storageHow the stimulus, high savings rate and pent up demand are driving inflationTakeaways from the Citi energy conference and how the industry views the future of energyAn update on the Colonial Pipeline ransomware attackDownload Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Factors driving strong performance in the broad energy and midstream energy sectorsEarning’s season highlights and how Texas' winter storm has had lasting impacts on several midstream companiesDetails on the Colonial Pipeline ransomware cyber-attackDownload Transcript

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Updates on the PennEast pipeline and Dakota Access Pipeline court casesHow energy companies are tackling low hanging fruit to reduce their carbon footprintsEarnings announcements from midstream companies indicate that markets are recovering from the pandemicDownload Transcript

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:MLPs remain positive despite a slight dip in oil prices that drove the broad energy sector lowerExxonMobil announces $100 billion carbon capture projectEnergy heavyweights including Kinder Morgan and Nextera announce earnings for the quarterDownload Transcript

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Oil inventories decline for the seventh consecutive month as OPEC and the IEA increase their oil demand growth estimatesEQT and Shell announce plans to participate in the energy transitionHow the U.S. is well positioned to become a global leader in carbon capture Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:An update on the Dakota Access Pipeline hearingThe latest EIA report predicting the highest gas prices since 2018 this summerRecent mergers and acquisitions support our theory that traditional energy resources will play an essential role in decarbonizationDownload Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:The recent OPEC+ meeting and their plans to slowly increase production levelsAn overview of President Biden’s infrastructure bill introduced last week and how it will affect MLPsPositive news for Natural Gas Liquids with the IEA projecting 70% of global liquids demand will come from NGLs through 2026Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Energy companies announce new carbon capture programsUpdates on the Line 3 liquids pipeline court case in MinnesotaPotential implications on oil due to the Suez Canal blockageDownload Transcript

In this week's energy podcast, Senior Portfolio Manager James Mick discusses: Why crude oil, natural gas and MLP markets fell this week Concerns around slow vaccine rollout in Europe compared to the U.S. and U.K. Navigator Energy announces new carbon capture project in partnership with Valero and Blackrock Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: Energy companies demonstrating commitment to shareholders by generating steady cash flows Key highlights from Chevron’s annual analyst day EIA’s short term energy outlook forecasts larger GDP growth estimates than previous month Download Transcript

In this week's energy podcast, Senior Portfolio Manager Matt Sallee discusses: The recent OPEC decision to hold production flat and new vaccine developments boosted markets this week Examples of energy companies embracing ESG and investing in clean energy Highlights from Exxon's annual investor day Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: How 2020 midstream earnings measure up to expectations Major energy and oil companies announce energy evolution projects How the Texas power outages have impacted power providers and midstream companies Download Transcript

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: Facts about Texas' grid and ERCOT not meeting the challenges of the week Cost benefit feasibility in establishing grid reliability Other quick hit news in M&A, energy transition, macroeconomic data and inflation expectations Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: Announcements of new renewable projects from several major energy companies Fourth quarter midstream earnings announcements coming in slightly below expectations Oil prices responded positively to President Biden’s decision not to lift sanctions on Iran Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: Energy extends its lead into February as the best performing sector in the S%P 500 month-to-date Why Exxon is the top earner this week How the midstream sector is evolving to invest in energy transition and becoming more attractive to investors by offering free cash flow after dividends Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses: Our take on the executive action taken to pause new oil and gas leases on public lands and waters An update on the Dakota Access Pipeline hearing How energy companies are becoming key players in delivering the low carbon energy of the future Download Transcript

In this week's energy podcast, Senior Portfolio Manager Brian Kessens discusses: Kinder Morgan kicks off earnings with in-line results How President Biden’s executive order on the Keystone XL pipeline has affected energy companies Williams Companies held their first ESG day to highlight carbon capture, hydrogen and renewable natural gas Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript

Download Transcript