Energy Podcast: November brings a great time of year for sports fans and plenty of market updates as we near 2024

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

• Performance updates 
• Factors affecting crude oil and natural gas prices and inventories
• Optimistic outlook for the energy sector endorsed by industry veterans Jim Teague and Warren Buffet
• Forecast for strong LNG growth
• Increase in M&A activity

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In this month's energy podcast, President of Tortoise Matt Sallee discusses:

• M&A activity driving MLP outperformance
• The expectation for strong international activity continues to be a theme for oil field services
• Natural gas gathering and transportation volumes continue to drive growth to feed increasing demand for exports
• Impact following Biden administration's order to the Department of Energy to halt review of applications for new LNG terminals

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In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:

• Performance updates across the energy sector
• AI’s influence in 2023
• Crude oil and natural gas production growth
• Challenges in the utility sector and the ongoing impact of the Inflation Reduction Act (IRA)
• Strategic mergers and acquisitions (M&A)

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In this month's energy podcast, Senior Portfolio Manager James Mick discusses:

• Performance updates across the board
• Update on Fed policy and interest rates
• Crude oil markets following the delayed OPEC+ November meeting 
• Potential major geopolitical concern for oil markets centers around Venezuela and whether or not it chooses to invade neighboring Guyana

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

• Updates across the energy sector
• Oil price fluctuation due to ongoing conflicts on the middle east
• The biannual release of potential supply of natural gas to the US by the Potential Gas Committee
• The return of the mega-merger to the energy sector

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In this month's energy podcast, President of Tortoise Matt Sallee discusses:

• Three consecutive positive quarters for energy in 2023
• M&A - an important theme this year within the energy and power infrastructure sector
• Continued challenges in the renewable markets

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In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses:

• Updates on second quarter earnings
• Continuation of M&A activity
• Oil market tightening
• Expectations for the upcoming conference circuit- starting with Barclays Energy Conference this week

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In this month's energy podcast, Senior Portfolio Manager James Mick discusses:

• Performance updates across the board
• The Fed restarting interest rate hikes after a brief respite in June
• Multiple weeks of positive returns for crude oil
• July kicking off earnings season with several companies reporting

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

• How we believe the energy sector is poised to make a comeback in the second half of the year
• OPEC+ reset quotas lowering 2024 production levels
• Updates on ONEOK's potential acquisition of Magellan Midstream Partners
• 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

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In this month's energy podcast, Senior Portfolio Manager Matt Sallee discusses:

• Updates on earnings season and key themes across the board
• Midstream being a bright spot in Q1 energy earnings
• The increase in M&A activity in both upstream and midstream
• Push back following ONEOK acquisition of Magellan Midstream
• Macro concerns surrounding the debt ceiling legislation and looming recession potential

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