TortoiseEcofin QuickTake Podcasts

TortoiseEcofin

Podcasts from TortoiseEcofin

  • 8 minutes 23 seconds
    November Energy Market Surges, Trump’s Policies, and Top Industry Moves

    This 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.

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    3 December 2024, 10:58 pm
  • 6 minutes 59 seconds
    Energy Podcast: October Market Momentum & Natural Gas Outlook

    In 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

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    4 November 2024, 7:45 pm
  • 6 minutes 56 seconds
    Energy Podcast: Q3 performance, geopolitical impacts & the rising electricity demand

    In 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.

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    8 October 2024, 7:45 pm
  • 7 minutes 42 seconds
    Energy Podcast: August insights - midstream gains, crude oil declines, and strategic acquisitions

    In 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

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    4 September 2024, 8:28 pm
  • 8 minutes 30 seconds
    Energy Podcast: Summer heat brings energy sector trends, midstream gains and other key developments

    In 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

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    5 August 2024, 6:08 pm
  • 8 minutes 1 second
    Energy Podcast: Insights into energy sector performance and outlook for the second half of 2024

    In 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

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    2 July 2024, 5:56 pm
  • 7 minutes 7 seconds
    Energy Podcast: May brings strong returns, midstream fund flows, market insights & consolidation activity

    In 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

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    3 June 2024, 9:20 pm
  • 6 minutes 38 seconds
    Energy Podcast: April performance updates, earnings insights and sector highlights

    In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:

    • Mixed energy sector performance in April after strong Q1
    • First quarter earnings insights
    • Midstream sector highlights
    • Downstream and utilities performance as refiners face margin challenges
    • AI's role - meeting growing power demand from data centers

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    7 May 2024, 6:52 pm
  • 6 minutes 43 seconds
    Energy Podcast: March madness in the sports world and energy market

    In 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

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    1 April 2024, 6:51 pm
  • 7 minutes 35 seconds
    Energy Podcast: Exploring February’s market momentum and key energy sector updates

    In 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

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    4 March 2024, 11:37 pm
  • 6 minutes 34 seconds
    Energy Podcast: Earnings season ramps up with positive reports across the energy value chain

    In 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

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    2 February 2024, 4:11 pm
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