Tortoise Quicktake Podcasts
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 62:57:45
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Podcasts from Tortoise
Episódios
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Energy Podcast: March madness in the sports world and energy market
01/04/2024 Duração: 06minIn this month's energy podcast, Senior Portfolio Manager James Mick discusses:Performance updatesRising crude oil markets as geopolitical tensions continue to escalateUpdates on M&A activityRecap on an eventful CERAweekDownload Transcript
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Energy Podcast: Exploring February’s market momentum and key energy sector updates
04/03/2024 Duração: 07minIn this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses:Performance updates Factors affecting crude oil and natural gas prices and inventoriesOptimistic outlook for the energy sector endorsed by industry veterans Jim Teague and Warren BuffetForecast for strong LNG growthIncrease in M&A activityDownload Transcript
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Energy Podcast: Earnings season ramps up with positive reports across the energy value chain
02/02/2024 Duração: 06minIn this month's energy podcast, President of Tortoise Matt Sallee discusses:M&A activity driving MLP outperformanceThe expectation for strong international activity continues to be a theme for oil field servicesNatural gas gathering and transportation volumes continue to drive growth to feed increasing demand for exportsImpact following Biden administration's order to the Department of Energy to halt review of applications for new LNG terminalsDownload Transcript
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End of Year Energy Podcast: A 2023 perspective on the significant developments in the energy sector
08/01/2024 Duração: 08minIn this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:Performance updates across the energy sectorAI’s influence in 2023Crude oil and natural gas production growthChallenges 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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Energy Podcast: November brings a great time of year for sports fans and plenty of market updates as we near 2024
04/12/2023 Duração: 09minIn this month's energy podcast, Senior Portfolio Manager James Mick discusses:Performance updates across the boardUpdate on Fed policy and interest ratesCrude oil markets following the delayed OPEC+ November meeting Potential major geopolitical concern for oil markets centers around Venezuela and whether or not it chooses to invade neighboring GuyanaDownload Transcript
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Energy Podcast: October delivers tricks and treats to investors in the stock market
02/11/2023 Duração: 07minIn this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses:Updates across the energy sectorOil price fluctuation due to ongoing conflicts on the middle eastThe biannual release of potential supply of natural gas to the US by the Potential Gas CommitteeThe return of the mega-merger to the energy sectorDownload Transcript
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Energy Podcast: September brought another month of positive returns and closed out a strong Q3 for energy
02/10/2023 Duração: 06minIn this month's energy podcast, President of Tortoise Matt Sallee discusses:Three consecutive positive quarters for energy in 2023M&A - an important theme this year within the energy and power infrastructure sectorContinued challenges in the renewable marketsDownload Transcript
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Energy Podcast: August was full of news with companies reporting 2nd quarter earnings, M&A activity continuing, and the oil market tightening even more
05/09/2023 Duração: 06minIn this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:Updates on second quarter earningsContinuation of M&A activityOil market tighteningExpectations for the upcoming conference circuit- starting with Barclays Energy Conference this weekDownload Transcript
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Energy Podcast: Summer heat has brought strong returns for energy markets
07/08/2023 Duração: 08minIn this month's energy podcast, Senior Portfolio Manager James Mick discusses:Performance updates across the boardThe Fed restarting interest rate hikes after a brief respite in JuneMultiple weeks of positive returns for crude oilJuly kicking off earnings season with several companies reportingDownload Transcript
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Energy Podcast: Eventful month for the energy sector sets up promising second half of the year
05/07/2023 Duração: 08minIn this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses:How we believe the energy sector is poised to make a comeback in the second half of the yearOPEC+ reset quotas lowering 2024 production levelsUpdates on ONEOK's potential acquisition of Magellan Midstream PartnersSignificant new contract activity in the global LNG market as the U.S. and Qatar vie for top spot as largest global exporter of LNGDownload Transcript
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Energy Podcast: Midstream and energy earnings, increase in M&A activity, and Macro concerns surrounding the debt ceiling legislation
02/06/2023 Duração: 06minIn this month's energy podcast, Senior Portfolio Manager Matt Sallee discusses:Updates on earnings season and key themes across the boardMidstream being a bright spot in Q1 energy earningsThe increase in M&A activity in both upstream and midstreamPush back following ONEOK acquisition of Magellan MidstreamMacro concerns surrounding the debt ceiling legislation and looming recession potentialDownload Transcript
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Energy Podcast: First full month of spring brings improved returns and calms recession concerns following last month's banking crisis
01/05/2023 Duração: 07minIn this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:OPEC’s decision to reduce crude oil production in attempt to gain control of pricesContinued high natural gas inventories and the resultsAccelerated buybacks in midstream following banking crisesNew EPA rules targeting emission standardsExpectations for the Fed’s upcoming meeting on interest ratesDownload Transcript
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Energy Podcast: Stock market March madness following bank shutdowns and the effect on the energy sector
03/04/2023 Duração: 08minIn this month's energy podcast, Senior Portfolio Manager James Mick discusses:March updates across energy and oil sectorsSilicon Valley Bank shutdown and its subsequent impact on energy companies and market returnsOPEC’s surprising cut to crude oil productionDownload Transcript
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Energy Podcast: Recession fears pull back broad markets in February, including energy markets
06/03/2023 Duração: 07minIn this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses:Commodity prices remaining low, although there are some indications of higher prices by the end of the yearKey themes from earnings updatesEnergy companies continuing to take an all-of-the-above approach to energy transitionDownload Transcript
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Energy Podcast: What do falling gas prices mean for the energy sector?
10/02/2023 Duração: 10minIn this timely energy podcast, Senior Portfolio Manager Rob Thummel discusses:Contributing factors to the historic fall of natural gas pricesWhy did they fall so quickly?Our outlook for natural gas prices in 2023?Download Transcript
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Energy Podcast: Midstream energy continues with strong performance while oil prices fell in January
01/02/2023 Duração: 07minIn this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Midstream outperforming the S&P in 2022 with lower volatility (beta of 0.70 to the S&P and 0.36 to crude oil)IEA forecasting record demand growth leading to tight supply putting upward pressure on oil pricesKickoff to fourth quarter earnings seasonDownload Transcript
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End of Year Energy Podcast: Energy PM’s provide perspective looking forward to the compelling opportunities energy will bring in 2023
14/12/2022 Duração: 11minIn this year-end energy podcast, Senior Portfolio Managers Rob Thummel, James Mick, Brian Kessens and Matt Sallee discuss:An overview of the commodity markets and outlook for 2023Midstream year in review and outlookView on the broader energy sector and key themes going forwardDownload Transcript
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Energy Podcast: Energy equities having a strong 4Q, despite only a modest gain in oil prices
05/12/2022 Duração: 06minIn this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:An interesting juxtaposition in the oil market between the bullish developments in the physical market vs the somewhat bearish futures marketUpdates in the LNG market including Sempra announcing partnership with ConocoPhillips for its Port Arthur export facility and New Fortress finalizing agreement with PemexCompany news highlights from TC Energy and EnbridgeUpdates following OPEC's last meetingDownload Transcript
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Energy Podcast: Broad market relatively flat last week as we get more macro certainty
21/11/2022 Duração: 07minIn this week's energy podcast, Senior Portfolio Manager Brian Kessens discusses the following topics from last week:Some clarity provided as midterm election outcomes become known, 3Q earnings come to a close and an expected 50 bps interest rate hike in DecemberCrude oil moved lower on an increase in Covid cases in ChinaUpdates from two notable industry conferencesDownload Transcript
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Energy Podcast: The macro certainly overshadowed fundamentals for midstream energy last week
14/11/2022 Duração: 06minIn this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Two primary forces that drove macro news: the Fed and ChinaTuesday’s election not producing the expected red wave- and the market doesn’t like surprisesBetter-than-expected CPI results on ThursdayChina’s developing plan to lighten up its zero Covid policy in 2023, which should be positive for energy demandDownload Transcript