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Energy Podcast: Insights into energy sector performance and outlook for the second half of 2024

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Manage episode 426810088 series 1401895
Kandungan disediakan oleh Tortoise Capital. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Tortoise Capital atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this month's energy podcast, Senior Portfolio Manager, Rob Thummel, discusses:

  • S&P climbing 15% and the energy sector standing out, led by strong gains in infrastructure
  • Oil prices rising 6% in June and natural gas surging 48% amid production adjustments and demand spikes
  • Energy infrastructure stocks showing resilience with improved fundamentals
  • OPEC+'s decision to extend production cuts and the operational launch of the Mountain Valley Pipeline
  • Cheniere Energy continuing robust capital allocation strategy with 15% dividend increase and $4 billion stock buyback

Download Transcript

  continue reading

486 episod

Artwork
iconKongsi
 
Manage episode 426810088 series 1401895
Kandungan disediakan oleh Tortoise Capital. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Tortoise Capital atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this month's energy podcast, Senior Portfolio Manager, Rob Thummel, discusses:

  • S&P climbing 15% and the energy sector standing out, led by strong gains in infrastructure
  • Oil prices rising 6% in June and natural gas surging 48% amid production adjustments and demand spikes
  • Energy infrastructure stocks showing resilience with improved fundamentals
  • OPEC+'s decision to extend production cuts and the operational launch of the Mountain Valley Pipeline
  • Cheniere Energy continuing robust capital allocation strategy with 15% dividend increase and $4 billion stock buyback

Download Transcript

  continue reading

486 episod

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