Tortoise QuickTake Podcasts

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

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