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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
Content provided by Tortoise Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tortoise Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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

484 episoade

Artwork
iconDistribuie
 
Manage episode 426810088 series 1401895
Content provided by Tortoise Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tortoise Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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

484 episoade

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