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