Episode Notes
In this month’s energy podcast, Senior Portfolio Manager, Brian Kessens, provides key insights into August’s market performance, covering:
- Mixed results driven by declining crude oil prices
- Strong midstream earnings, with half of companies surpassing expectations
- Improved drilling and oilfield service efficiency, even with fewer rigs in operation
- The latest updates on M&A across the sector
- A preview of the upcoming Barclay’s Energy Conference, with a focus on capital returns, operational efficiency, and volume trends