Tortoise Capital QuickTake Podcasts

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: An update on the house version of the Build Back Better bill and provisions in the bill that will affect energy markets Energy markets were pleasantly surprised by an OPEC+ decision to increase production in January Merger & acquisition announcements and updated emissions targets from major energy companies Download Tra...

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: Energy stocks held in relatively well along with natural gas prices finishing higher amid week-ending Omicron headlines Strategic Petroleum Reserve release decisions and OPEC’s next key meeting Company news: Cheniere’s new 20-year LNG contract; Pembina’s management bench; and emission reduction targets from Keyera Dow...

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: Biden working on coordinating a strategic petroleum reserve (SPR) release between the US, China and Japan An update on natural gas prices and a new LNG agreement between Cheniere Energy and Engie Key takeaways from the RBC Energy conference in Dallas with capital allocation being a main topic Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: How the US can reduce oil prices despite OPEC’s reluctance to increase supply Earnings results from Western Midstream Partners (WES) highlight their strong capital allocation plan A new collaboration between TC Energy and Hyzon Motors to build hydrogen production hubs across North America Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses: OPEC's views that the energy crisis is not oil related but due to an insufficient supply of natural gas Key themes for earnings season including return of capital, high volumes and investment in renewables Why we think the White House's methane action plan is a positive for the energy industry Download Transcript

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: Market reactions to the house agreement on the reconciliation package OPEC’s projection of excess supply in 2022 pushed crude oil markets negative for the first time in nine weeks Earnings announcements including an energy evolution announcement from Plains All American Pipeline and an LNG agreement from Cheniere Energy...

In this week’s energy podcast, Portfolio Manager Quinn Kiley discusses: Earnings recap, including Kinder Morgan's investment in terminals to handle renewable fuels Another LNG agreement to supply China's energy demand A look ahead to the UN's Climate Change Conference, COP26 Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: Energy markets up across the board due to easing travel restrictions and rising LNG prices causing companies to switch to crude oil Cheniere Energy announces purchase agreement with China’s largest natural gas distribution company New energy transition and net-zero commitments from traditional energy companies Downloa...

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: An update on natural gas prices and some insight on what is driving the current prices Details on TC Energy’s hydrogen facility agreement with electric truck company Nikola Results from the OPEC+ meeting on production levels Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses: How the UK government is responding to a gas shortage driven by panic buying from consumers already dealing with price spikes in electricity and natural gas Highlights from Enbridge’s ESG focused analyst day How midstream companies are delivering on their promise to reduce emissions Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: An early week market scare from a Chinese market developer sent markets on a tailspin, but they quickly reversed with energy leading the way Crude oil demand expectations rise for 2022, as surging LNG prices are forcing companies to switch to a cheaper alternative The Biden Administration announces its support for inc...

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: How the new “Human Infrastructure” bill could benefit midstream energy companies by encouraging ESG investments Energy transition announcements from several traditional energy companies show how existing infrastructure can and will be repurposed in a low carbon future OPEC’s refreshed oil demand outlook shows natural ga...

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: Natural gas prices continue to surge, caused by increasing international demand and low inventory levels Chevron announces 3 new energy transition projects Williams Companies and Cheniere Energy announce new stock buyback programs Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: How OPEC’s recent decision to increase production has affected projections for oil supply in 2022 Updated data from the EIA shows oil supply is in line with 2020 numbers How hurricane Ida has impacted oil production in the Gulf of Mexico New energy transition projects announced by Energy Transfer Partners (solar) and Ch...

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses: Positive news regarding the delta variant projections and comments from Federal Reserve Chairman Powell pushed markets higher last week Refined product demand hits another post pandemic high driven by healthy refinery utilization An update on Hurricane Ida’s impact on energy infrastructure in Louisiana Download Transcri...

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: A recent court decision to allow bidding for federal onshore and offshore oil and gas leases Details on the merger of Brookfield Infrastructure Partners and Inter Pipeline An update on how hurricane level storms could effect energy infrastructure in the Northeast Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: Energy companies must invest in methane capture in order to make the biggest impact on climate change Factors contributing to volatility in energy markets and the Biden administration’s efforts to lower gas prices How the summer sell-off may have presented an attractive entry point to reposition into energy stocks New e...

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: How the delta variant has affected economies and what we think the implications will be going forward Energy markets moving in tandem with the 10 year yield, which hit a new low last week Promising results from the busiest week in Q2 earnings season with over 60 companies reporting Download Transcript

In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: Energy sector generating more than double the free cash flow as major tech stocks Earnings reported from energy companies are in line with expectations, with petrochemicals driving positive results due to strong global GDP growth in 2021 Recent sustainability reports form energy companies show positive results in the fi...

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