Tortoise Capital QuickTake Podcasts

In this week’s energy podcast, Senior Portfolio Manager Matt Salee discusses: Noteworthy developments in energy transition opportunities Q2 earnings kick-off updates from Halliburton, Kinder Morgan and NextEra News to follow: Inter Pipeline’s engagement with Brookfield as Pembina deal is terminated Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: OPEC+ and Abu Dhabi reach an agreement that should reduce supply uncertainty through the end of 2021 Trans-Panama Gateway Pipeline explores constructing an LPG pipeline across Panama to bypass the increasing traffic in the Panama Canal Energy companies continue to make efforts to decarbonize in order to meet their emi...

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: High air travel numbers and low crude inventory levels indicate the economic recovery is on track Keystone XL pipeline backer files suit against the Biden administration EQT & Chevron set goals to lower emissions and improve ESG performance Download Transcript

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: MLPs remain positive despite mixed performance in the markets Energy markets continue to surge with much more potential to grow in the second half of 2021 Updates from ConocoPhillips and Sempra on how they can reduce emissions while meeting rising energy demand Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: S&P 500 Index ended last week at a record high boosted by a potential bi-partisan infrastructure bill Energy and energy infrastructure sectors on pace for best performers in 2Q First ever sustainability bond in the energy sector priced by Enbridge 8th largest natural gas producer, Southwestern, announces agreement with...

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses: Unexpected news from the Fed meeting on inflation Two recent legal battles that point to energy as the winner Why we think regulating emissions too harshly could be detrimental to the environment long term and why we strongly believe in engagement over divestment Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: Oil prices closed at a 2-year high as road traffic picks up in the U.S. and Europe Non-core asset sales from midstream companies indicate that natural gas will be a critical source of energy over the long-term Canadian and U.S. energy companies announce programs to reduce greenhouse emissions Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: The economic recovery continues as job creation and Memorial Day driving numbers exceed expectations Merger & acquisition activity this week points to the fact that traditional energy companies will play a leading role in the energy transition Oil inventories remain below the five-year average Download Transcript

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 season Pros and cons of the Cimarex / Cabot Oil and Gas merger Details on the Shell lawsuit ruling and possible courses of action for the company ExxonMobil shareholders voted to put at least two new activist members on their board to...

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 year The Dakota Access Pipeline ruling spells out a win for pipeline owners Key takeaways from the Energy Infrastructure Council (EIC) Investor Conference The...

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

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

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: Updates on the PennEast pipeline and Dakota Access Pipeline court cases How energy companies are tackling low hanging fruit to reduce their carbon footprints Earnings announcements from midstream companies indicate that markets are recovering from the pandemic Download 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 lower ExxonMobil announces $100 billion carbon capture project Energy heavyweights including Kinder Morgan and Nextera announce earnings for the quarter Download 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 estimates EQT and Shell announce plans to participate in the energy transition How 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 hearing The latest EIA report predicting the highest gas prices since 2018 this summer Recent mergers and acquisitions support our theory that traditional energy resources will play an essential role in decarbonization Download Transcript

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

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: Energy companies announce new carbon capture programs Updates on the Line 3 liquids pipeline court case in Minnesota Potential implications on oil due to the Suez Canal blockage Download 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