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Energy Podcast: Midstream and energy earnings, increase in M&A activity, and Macro concerns surrounding the debt ceiling legislation

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Manage episode 365054110 series 1401895
Indhold leveret af Tortoise Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Tortoise Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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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  continue reading

486 episoder

Artwork
iconDel
 
Manage episode 365054110 series 1401895
Indhold leveret af Tortoise Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Tortoise Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

Download Transcript

  continue reading

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