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This month, Head of Investments Matt Sallee covers key energy market developments: Market Performance: Energy leads the S&P; midstream delivers strong gains.Weather Impacts: Winter Storm Fern drives price spikes, production losses.Infrastructure Strain: PJM proposes reforms amid supply shortfalls.Capex Surge: AI demand fuels infrastructure, power, and gas pipeline growth.Earnings Season: Positive results from OFS, power turbine, and gas names.M&A: Devon and Coterra announce $58B merger in the Delaware Basin.Download Transcript

This month, Senior Portfolio Manager James Mick recaps energy market performance and explores emerging themes for the year ahead: 2025 Recap: Energy equities ended strong despite a 20% drop in crude.Midstream & Majors: Outperformed as oil correlations continued to decline.Venezuela: Regime change raises questions—but infrastructure challenges remain.Geopolitics: U.S.–China tensions may flare over crude trade dynamics.2026 Themes: Humanoid robots, affordability concerns, and nuclear momentum.Download Transcript

This month, Senior Portfolio Manager Brian Kessens breaks down key energy sector themes: Market Moves: Energy and midstream outperform the S&P 500Natural Gas: Prices rise on colder weather expectations and controlled productionCrude Outlook: Brent as OPEC+ cuts kick inDOE & AI: AI project aims to fast-track energy innovationPermitting Shift: NE states greenlight long-stalled pipeline infrastructureDownload Transcript

This month, Senior Portfolio Manager Rob Thummel covers the latest market shifts: Market Recap: Energy dips while the S&P 500 hits near-record highsPermian Update: U.S. production grows despite weaker oil pricesEnergy Infrastructure: Positioned for long-term demand from AI and LNGAI Capex: Big Tech raises 2025 spending forecasts to $335BUtilities: Growth estimates climb with data center load forecastsPower Buildout: Behind-the-meter energy projects on the riseDownload Transcript

This month, Head of Investments Matt Sallee shares timely insights into the energy sector’s evolving landscape: Market Moves: S&P gains 8% in Q3; energy and utilities keep pace.Midstream Check: Trails early in Q3, rebounds to end slightly positive.Capital Markets: Energy infrastructure IPO activity gains traction.Strategic Deals: Sempra sharpens focus, secures $10B via asset sale.AI Infrastructure: Oracle and Stargate plans total over $800B in projects.Power Demand: 10 GW of new capacity targeted—nearly NYC’s peak usage.Download Transcript

This month, Senior Portfolio Manager James Mick covers key energy developments: Market Performance: Energy equities stay resilient despite crude and gas weaknessMidstream Activity: Strategic M&A gains steam in the PermianNatural Gas Buildout: Project momentum grows with new pipelines and power demandCapex Outlook: Sector investment ramps to support AI-driven energy useAI Infrastructure: Nvidia forecasts $3–4T in AI-related capex through 2030Listen in for a timely market update and energy sector insights. Download Transcript

This month, Senior Portfolio Manager Brian Kessens highlights key themes driving the energy sector: Market Performance: Utilities lead; energy and power sectors outperform.Midstream Earnings: Beats from TC Energy, Enbridge; guidance trending higher.Capex Outlook: Project pipeline accelerating with stronger permitting support.M&A Activity: MPLX and Baker Hughes expand strategically.Upstream Trends: More output with less capex; Haynesville picks up steam.Power Constraints: Utilities stress grid buildout as AI load growth continues.Listen in for a timely market update and energy sector insights. Download Transcript

This month, Senior Portfolio Manager & Market Strategist Rob Thummel shares timely insights on: Sector Performance: Utilities and midstream remain standoutsGeopolitical Risk: Iran-Israel tensions drive sharp swings before stabilizingDemand Shift: Why electricity is the new oilCapex Highlights: Meta’s new Ohio data centerCorporate Moves: Cheniere’s LNG capcacity & Plains' $3.75B saleM&A Buzz: Shell–BP mergerListen in for a pulse check on the energy market and implications for investors. Download Transcript

This month, Senior Portfolio Manager Matthew Sallee covers key energy market moves: Market Check: Utilities and midstream gain groundEarnings Pulse: Strong beats across power and gasGas Deals: NRG’s $12B acquisition and Vistra’s $1.9B dealAI Demand: Data centers fuel infrastructure optimismOPEC & Oil: Supply shifts meet geopolitical tensionNuclear Policy Shift: Executive orders aim to accelerate innovationListen in for a breakdown of what’s driving energy markets now. Download Transcript

This month, Senior Portfolio Manager Brian Kessens breaks down the latest energy market developments:  Market Moves: Crude drops 19% in April; midstream outperforms.Tariff Fallout: China spares key U.S. energy exports—ethane exempted.OPEC+ Impact: Supply push could drive oil to the low $50s.Earnings Pulse: Solid results, new gas projects tied to data center demand.Quick Hits: Buybacks rise, utility capex steady, LNG demand may climb.Listen in for a breakdown of the market forces reshaping energy today.  Download Transcript  

This month, Senior Portfolio Manager James Mick breaks down key energy market themes: Market Performance: Natural gas up 7.4%, energy stocks rise.Tariff Talk: New U.S. tariffs spark inflation concerns.Energy Strategy Shift: Reshoring boosts U.S. energy momentum.Crude Snapshot: OPEC+ supply moves and sanctions pressure oil supply.Quick Hits: Gas inventories fall, prices swing 70%, and inflation escalators in play.Listen in for a breakdown of how policy shifts and market forces are shaping the energy landscape. Download Transcript

This month, Senior Portfolio Manager Rob Thummel breaks down the latest energy market shifts: Performance: Natural gas prices surged 30%, driving sector gains despite broader market declines.AI’s Energy Impact: Big Tech’s projected $300B in 2025 capex, with utilities forecasting long-term growth.Capex Trends: Big Oil majors plan over $100B in 2025 capital spending.LNG Boom: U.S. LNG exports expected to nearly double, securing America’s dominance in global energy markets.Quick Hits: Energy Transfer’s AI data center natural gas deal, Dominion Energy’s 88% surge in contracted data center capacity, and small modular nuclear reactors traction.Download Transcript

This month, Senior Portfolio Manager Matt Sallee covers key energy market updates: Market Performance: AI-fueled energy demand drives infrastructure growth.Natural Gas Expansion: Major investments from Constellation, NextEra, and Chevron signal a shift toward gas-powered generation.Kinder Morgan’s Outlook: $3.3 billion in new natural gas pipeline projects, with demand forecasted to grow 30% by 2030.Energy Tariffs: Trump’s executive orders impose tariffs on Canadian and Mexican imports, impacting refiners, with the situation continuing to evolve.Quick Hits: DeepSeek’s AI model shakes energy markets, Meta and Microsoft reaffirm AI infrastructure spending, and Venture Global’s $1.8 billion IPO signals renewed capital market activity.Download Transcript

This month, Senior Portfolio Manager Brian Kessens shares these key insights: Energy Sector Recap: AI-driven growth with midstream performance surging by 44% as measured by the Alerian Midstream Energy Index.Trump’s Energy Agenda: Anticipated lighter regulations and a comprehensive energy strategyNatural Gas Demand Outlook: LNG exports, AI-powered data centers, and reshoring poised to boost demandUtilities on the Rise: Data center demand and EV adoptionQuick Hits: Record U.S. oil production, M&A moves, and midstream infrastructure investments.Download Transcript

This month, Senior Portfolio Manager James Mick covers key energy market updates: Market Performance: Strong sector gains.Trump’s Energy Policy: Deregulation, LNG growth, sanctions driving oil.Natural Gas Outlook: Higher LNG exports expected to benefit producers.Energy Tariffs: Proposed tariffs could raise U.S. refining costs.Quick Hits: OPEC+ cuts, Israel-Hezbollah ceasefire, ONEOK-Enlink buyout, DOE appointment.Download Transcript