Episode Notes
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