Tortoise Capital QuickTake Podcasts
Energy Podcast: Insights into energy sector performance and outlook for the second half of 2024
Episode Notes
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
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