Tortoise Capital QuickTake Podcasts

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses: Earnings results from Kinder Morgan, Haliburton and more. Numerous agreements and partnerships announced in the LNG space An update on the Nord Stream 1 pipeline in Europe Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: A stronger US dollar and fears of softer energy demand pushed oil down 7% Bad news for energy inclusion in the Build Back Better proposal LNG contracts continue to be announced and signed Download Transcript  

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: Market results for the week were surprisingly mild given the volatility Why we think the recent sell-off in energy could be an attractive buying opportunity Big regulatory news as the US Supreme Court ruled in favor of several states suing the EPA over its efforts to enforce the Clean Power Plan Download Transcript

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: A recap of the first half of 2022 from a performance standpoint Why increasing oil production may fail to lower prices Takeaways from BPs annual Statistical Review of World Energy underscore the need for more energy supply while keeping emissions to a minimum Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: Lackluster performance leaving investors wondering if the energy sector rally has run its course LNG companies in the U.S. and Qatar partner to expand LNG export volumes and solidify the U.S. as a global leader in LNG exports A recent EIA report showing U.S. refinery capacity at its lowest level since 2014 Download Tran...

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses: 3 factors driving recent energy underperformance Summary of key oil market reports Update on global natural gas markets Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: Energy markets continue to trade up over expected commodity price increases LNG contracts gain momentum with two new agreements Takeaways from recent energy conferences on cost increases and production growth Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: How crude oil prices responded to new sanctions on Russian oil imports Updates on unemployment numbers and the possible return of Build Back Better (BBB) Kinetik Holdings makes history as the first US midstream company to issue sustainability-linked bonds Download Transcript

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: Energy surged this week with exploration and production companies leading the way Takeaways from the latest Fed meeting minutes show the Fed may take a more flexible approach to raising rates Factors that can drive energy stocks higher including the need for energy security, low inventories and high free cash flow Downlo...

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: Announcements from major energy companies focused on increasing supply to tame inflation and enhance global energy security A summary of Merger & Acquisition activity last week Updates on newly announced carbon capture projects and the opening of a new battery recycling facility Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses: Why energy is doing relatively well in a market where most are seeing earnings power erode Earnings results and outlook from two Waste to Energy companies New LNG developments from Exxon and New Fortress Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: The recent surge in energy markets led by crude oil and natural gas Reports from earnings season show companies are prioritizing distributions and dividend growth Details on a new energy transition partnership between EnLink and Occidental Petroleum Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: Dramatic volatility occurring across all markets driven by concerns over China’s zero-COVID policy lockdowns, shrinking U.S. GDP and a hawkish federal reserve Oil majors ExxonMobil and Chevron both reported earnings slightly below expectations Distribution and dividend increases announced by multiple midstream companies...

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: How Federal Reserve Chairman Powell’s comments on reducing inflation have affected energy and other equity markets Oil price forecasts boosted by news that Russian oil production is falling at much greater levels than anticipated Themes from the start of earnings season focused on the supply/demand imbalance leading to s...

As 1Q earnings season kicks off, the energy sector is expected to deliver rising earnings and higher cash flow some of which will be returned to investors via dividend increases. High commodity prices are partially linked to low domestic as well as global inventories.  The chart below highlights U.S. inventory levels for coal, natural gas, and oil as a percentage of normal for this time of year. P...

In this week's energy podcast, Senior Portfolio Manager Matt Sallee discusses: Key takeaways from the House hearing on high energy prices featuring Exxon, Chevron and BP Weekly Department of Energy (DOE) report shows signs of oil price relief New LNG projects in Asia underscore the need for US natural gas over the next several years Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: Price forecasts following an announcement of a release from the Strategic Petroleum Reserve (SPR) Announcements around new LNG construction and contracting show the US will play an outsized role in the EU’s pivot away from Russian natural gas Takeaways from Magellan Midstream's analyst day which emphasized their stabl...

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: Capital events markets shine a light on the importance of energy supply The U.S. agrees to provide additional natural gas supplies to Europe in an effort to wean Europe off of Russian energy New deals announced by Occidental Petroleum and Delta Airlines aimed at reducing emissions Download Transcript

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: Both bearish and bullish views of the market Weighing supply and demand predictions and their effect on oil prices Two major company announcements demonstrate the continued trend of consolidation within midstream Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: How Russia fits into the global energy mix now and going forward Our ideas for a long-term global solution to increase production Recently announced Liquid Natural Gas (LNG) projects aimed at reducing emissions Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses: The International Energy Agency (IEA) announcing a coordinated 60 million barrel release to combat rising energy prices Key takeaways from in-person conferences hosted by Credit Suisse and Morgan Stanley including a focus on expanding our supply of energy to the rest of the world Positive aspects stemming from the recen...

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: Challenges presented by the Russia-Ukraine war and what it could mean for energy markets Key takeaways from earnings announcements from upstream and midstream companies include dividend and distribution growth Biden administration considering another Strategic Petroleum Reserve (SPR) release to alleviate high oil pric...

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: How rising tensions between Russia and Ukraine have affected global markets Jet fuel demand makes a comeback as air travel reaches close to 2019 levels Earnings announcements illustrate that investing in energy transition and returning cash to shareholders remain top priorities Download Transcript

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: Escalation of Russia-Ukraine conflict and the impact to commodities Predictions for crude oil prices in 2022 driven by OPEC’s inability to hit monthly quotas New natural gas and energy transition projects announced by major energy companies Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: Low global oil inventories lead to highest prices in 7 years Why natural gas prices in New England are disproportionally higher than the rest of the country Earnings announcements from major energy companies highlight the importance of free cash flow Download Transcript