Energy Podcast: September brought another month of positive returns and closed out a strong Q3 for energy

In this month's energy podcast, President of Tortoise Matt Sallee discusses:</p><ul><li>Three consecutive positive quarters for energy in 2023</li><li>M&A - an important theme this year within the energy and power infrastructure sector</li><li>Continued challenges in the renewable markets</li></ul><a href="https://tortoiseecofin.com/media/5936/podcast_transcript_100223.pdf">Download Transcript </a></p>

00:06:28

Energy Podcast: August was full of news with companies reporting 2nd quarter earnings, M&A activity continuing, and the oil market tightening even more

In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:</p><ul><li>Updates on second quarter earnings</li><li>Continuation of M&A activity</li><li>Oil market tightening</li><li>Expectations for the upcoming conference circuit- starting with Barclays Energy Conference this week</li></ul><a href="https://tortoiseecofin.com/media/5924/tortoiseecofin-podcast-9_05_2023.pdf">Download Transcript </a></p>

00:06:23

Energy Podcast: Summer heat has brought strong returns for energy markets

In this month's energy podcast, Senior Portfolio Manager James Mick discusses:</p><ul><li>Performance updates across the board</li><li>The Fed restarting interest rate hikes after a brief respite in June</li><li>Multiple weeks of positive returns for crude oil</li><li>July kicking off earnings season with several companies reporting</li></ul><a href="https://tortoiseecofin.com/media/5901/tortoiseecofin-podcast-8_07_2023.pdf">Download Transcript </a></p>

00:08:19

Energy Podcast: Eventful month for the energy sector sets up promising second half of the year

In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses:</p><ul><li>How we believe the energy sector is poised to make a comeback in the second half of the year</li><li>OPEC+ reset quotas lowering 2024 production levels</li><li>Updates on ONEOK's potential acquisition of Magellan Midstream Partners</li><li>Significant new contract activity in the global LNG market as the U.S. and Qatar vie for top spot as largest global exporter of LNG</li></ul><a href="https://tortoiseecofin.com/media/5866/tortoiseecofin-podcast-7_05_2023.pdf">Download Transcript </a></p>

00:08:10

Energy Podcast: Midstream and energy earnings, increase in M&A activity, and Macro concerns surrounding the debt ceiling legislation

In this month's energy podcast, Senior Portfolio Manager Matt Sallee discusses:</p><ul><li>Updates on earnings season and key themes across the board</li><li>Midstream being a bright spot in Q1 energy earnings</li><li>The increase in M&A activity in both upstream and midstream</li><li>Push back following ONEOK acquisition of Magellan Midstream</li><li>Macro concerns surrounding the debt ceiling legislation and looming recession potential</li></ul><a href="https://tortoiseecofin.com/media/5826/tortoiseecofin-podcast-6_2_2023.pdf">Download Transcript </a></p>

00:06:20

Energy Podcast: First full month of spring brings improved returns and calms recession concerns following last month's banking crisis

In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:</p><ul><li>OPEC’s decision to reduce crude oil production in attempt to gain control of prices</li><li>Continued high natural gas inventories and the results</li><li>Accelerated buybacks in midstream following banking crises</li><li>New EPA rules targeting emission standards</li><li>Expectations for the Fed’s upcoming meeting on interest rates</li></ul><a href="https://tortoiseecofin.com/media/5790/tortoiseecofin-podcast-5_1_2023.pdf">Download Transcript </a></p>

00:07:23

Energy Podcast: Stock market March madness following bank shutdowns and the effect on the energy sector

In this month's energy podcast, Senior Portfolio Manager James Mick discusses:</p><ul><li>March updates across energy and oil sectors</li><li>Silicon Valley Bank shutdown and its subsequent impact on energy companies and market returns</li><li>OPEC’s surprising cut to crude oil production</li></ul><a href="https://staging.tortoiseecofin.com/media/5753/tortoiseecofin-podcast-4_3_2023.pdf">Download Transcript </a></p> </p>

00:08:11

Energy Podcast: Recession fears pull back broad markets in February, including energy markets

In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses:</p><ul><li>Commodity prices remaining low, although there are some indications of higher prices by the end of the year</li><li>Key themes from earnings updates</li><li>Energy companies continuing to take an all-of-the-above approach to energy transition</li></ul><a href="https://tortoiseecofin.com/media/5723/tortoiseecofin-podcast-3_06_2023.pdf" target="_blank">Download Transcript</a></p>

00:07:01

Energy Podcast: What do falling gas prices mean for the energy sector?

In this timely energy podcast, Senior Portfolio Manager Rob Thummel discusses:</p><ul><li>Contributing factors to the historic fall of natural gas prices</li><li>Why did they fall so quickly?</li><li>Our outlook for natural gas prices in 2023?</li></ul><a href="https://tortoiseecofin.com/media/5685/tortoiseecofin-podcast-2_10_2023.pdf" target="_blank">Download Transcript</a></p>

00:10:38

Energy Podcast: Midstream energy continues with strong performance while oil prices fell in January

In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:</p><ul><li>Midstream outperforming the S&P in 2022 with lower volatility (beta of 0.70 to the S&P and 0.36 to crude oil)</li><li>IEA forecasting record demand growth leading to tight supply putting upward pressure on oil prices</li><li>Kickoff to fourth quarter earnings season</li></ul><a href="https://tortoiseecofin.com/media/5674/tortoiseecofin-podcast-2_1_2023.pdf" target="_blank">Download Transcript</a></p>

00:07:13