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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 an…
 
Laurie Underwood Laurie Underwood started her career in Asia as a business news reporter in Taipei, and moved to live and work in mainland China in 2002 based in Shanghai. In 2003 Laurie earned an MBA and spent 10 years in corporate communications. She followed this with a Doctorate in Business Administration in 2015. Laurie is now a Senior Associa…
 
Marine energy—a collection of diverse technologies designed to capture energy from the ocean in various ways—has languished far behind more mature renewable technologies like wind, solar, and geothermal energy for decades. The reasons for its slow progress are as diverse as the technologies themselves, but there are some indications that a few of t…
 
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…
 
Japan was once the third-largest operator of nuclear power facilities in the world, but that came to a sudden end with the largest earthquake to ever hit the country on March 11th, 2011, which caused a massive tsunami that led to the meltdown of the Fukushima Daiichi nuclear power plant, and then to the closure of all 54 of the country’s nuclear pl…
 
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 en…
 
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 Downl…
 
Jochen Schultz, Qiang Rong, Wei Zhang, Stefan Sack, Hsiao J Chiu (Top Left, clockwise) Jochen Schultz is the Managing Director and Member of the Board at China Netzwerk Baden-Württemberg, He has been supporting institutions and companies with professional training for 16 years (Schultz Professional Trainings). Which specialises in the development a…
 
This one is for the power geeks! As the energy transition proceeds, and grids have to accommodate more and more inverter-based generators like wind and solar systems, how will grid operators maintain system inertia? For that matter…what if we start operating grids without inertia? One way to manage it is through “grid-forming inverters,” which can …
 
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 …
 
Adrian de Riz, Kerstin Kaehler, Fabian Berndt, Maik Juengst, Sven Keysers (Top Left, clockwise) Frank Epping in 1995 founded CUP&CINO in Germany. He is still the sole owner and CEO of the company that started with coffee shops. This podcast is a recording of a moderated webinar titled “How to Participate in the Boom of the Food and Beverage Market …
 
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…
 
Are there fundamental limits to the energy transition that will slow it down, or prevent us from decarbonizing our energy systems? Critics and skeptics of the energy transition have pointed to issues like the problems of producing key minerals, or the costs of renewable energy, or path dependency in emerging economies. Some have questioned whether …
 
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 for…
 
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…
 
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…
 
We are taking a break from our usual podcast production schedule in July 2021 while Chris prepares to focus on Energy Transition Show full-time. In lieu of a regular interview, we are offering this lagniappe episode. Episode #151 is a compilation of nearly three hours of material that was previously available only to our paid subscribers, excerpted…
 
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 T…
 
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…
 
As areas like California and Texas struggle amid wildfires, extreme freezes, high winds and other challenges, and take measures to keep the lights on, it’s worth pausing to consider what “resilient” and “reliable” grid power means from the perspective of grid planning. What, specifically, should the operators of the bulk power system do to make the…
 
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 Downloa…
 
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 red…
 
We’ve all heard about the potential of “green” hydrogen — hydrogen produced from carbon-free sources — to help decarbonize the ways we use energy by making variable renewable power from wind and solar available on-demand. The European Union is counting on green hydrogen to meet its carbon reduction goals under the Paris Agreement. But the cost of g…
 
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 belo…
 
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…
 
What trajectory of global energy consumption and carbon emissions can we expect as the world starts to recover from the COVID pandemic in the years ahead? Will we go right back to our activities and travel habits as they were before the pandemic? Or have structural changes already taken place that put us on a different path? In this episode, we spe…
 
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 Inf…
 
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 Pipe…
 
Hydrogen projects are under way around the world, and some of them are aiming to achieve real commercial scale. But tracking this rapidly-evolving sector is challenging, because it’s happening everywhere at once. So in this episode we build on the foundation we laid in Episodes #142 and #143, in which we surveyed the entire hydrogen sector, to focu…
 
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 Transcri…
 
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 T…
 
Conventional wisdom in the energy transition has long held that public investment should be directed toward utility-scale projects, because they’re cheaper than rooftop solar systems, kilowatt for kilowatt. Being cheaper, utility-scale systems would clearly deliver more bang for the buck. Our returning guest in this episode, energy modeler Christop…
 
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 Downl…
 
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 Tra…
 
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 deman…
 
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 TranscriptBy TortoiseEcofin
 
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 Transcri…
 
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…
 
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