Tortoise Quicktake Podcasts

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

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:A volatile week for markets led by concerns over a rate hike and escalation of the Ukraine conflictMajor energy companies announce significant dividend increasesAnnouncements from renewable natural gas (RNG) producers show this sector is poised for serious growthDownload Transcript

In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Crude oil remains resilient to the market volatility affecting broad energy and midstream sectorsAnnouncements from Kinder Morgan, Shlumberger and Baker-Hughes show companies are optimistic about 2022An update from FERC provides compelling inflation protection for liquids pipelinesDownload Transcript

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Merger & acquisition announcements from major energy companies including a biofuel acquisition from Exxon MobilWhy we believe the trend of returning capital to shareholders will accelerate in 2022Risks and benefits of a high inflationary environment on midstream companiesDownload Transcript

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:How the Fed’s rate hikes have accelerated the energy equities rallyMarket concerns over OPEC’s ability to increase productionKey takeaways from the first energy conference of the year underscore that the energy sector is here to stayDownload Transcript

In this year-end energy podcast, Senior Portfolio Manager Rob Thummel discusses:An overview of energy performance in 2021 and a brief outlook for 2022How having low cost natural gas gives the U.S. a significant economic advantage and accelerates the energy transitionHigh dividend yields and strong free cash flow propelling midstream sector outperformance in 2021Download Transcript

In this week’s energy podcast Senior Portfolio Manager Matt Sallee discusses:How the most recent Energy Information Administration (EIA) short term energy outlook supports our view that utilization of existing energy infrastructure will increase in 2022Highlights from major energy companies as they release 2022 guidanceESG investors shifting their priorities to focus on engagement rather than an exclusionary strategyDownload Transcript

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 marketsEnergy markets were pleasantly surprised by an OPEC+ decision to increase production in JanuaryMerger & acquisition announcements and updated emissions targets from major energy companiesDownload Transcript

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 headlinesStrategic Petroleum Reserve release decisions and OPEC’s next key meetingCompany news: Cheniere’s new 20-year LNG contract; Pembina’s management bench; and emission reduction targets from KeyeraDownload Transcript

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 JapanAn update on natural gas prices and a new LNG agreement between Cheniere Energy and EngieKey takeaways from the RBC Energy conference in Dallas with capital allocation being a main topicDownload 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 supplyEarnings results from Western Midstream Partners (WES) highlight their strong capital allocation planA new collaboration between TC Energy and Hyzon Motors to build hydrogen production hubs across North AmericaDownload 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 gasKey themes for earnings season including return of capital, high volumes and investment in renewablesWhy we think the White House's methane action plan is a positive for the energy industryDownload Transcript

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

In this week’s energy podcast, Portfolio Manager Quinn Kiley discusses:Earnings recap, including Kinder Morgan's investment in terminals to handle renewable fuelsAnother LNG agreement to supply China's energy demandA look ahead to the UN's Climate Change Conference, COP26Download 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 oilCheniere Energy announces purchase agreement with China’s largest natural gas distribution companyNew energy transition and net-zero commitments from traditional energy companiesDownload Transcript

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 pricesDetails on TC Energy’s hydrogen facility agreement with electric truck company NikolaResults from the OPEC+ meeting on production levelsDownload 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 gasHighlights from Enbridge’s ESG focused analyst dayHow midstream companies are delivering on their promise to reduce emissionsDownload 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 wayCrude oil demand expectations rise for 2022, as surging LNG prices are forcing companies to switch to a cheaper alternativeThe Biden Administration announces its support for including renewable energy activities as MLP qualifying incomeNew energy transition and carbon reduction projects are announced by major energy companiesDownload Transcript

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 investmentsEnergy transition announcements from several traditional energy companies show how existing infrastructure can and will be repurposed in a low carbon futureOPEC’s refreshed oil demand outlook shows natural gas will be required long into the futureDownload Transcript

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 levelsChevron announces 3 new energy transition projectsWilliams Companies and Cheniere Energy announce new stock buyback programsDownload Transcript