Episode Notes
In this month’s energy podcast, Senior Portfolio Manager, James Mick, discusses:
- July market performance: drops in crude oil and natural gas, while the S&P Energy Select Sector Index and utilities performed well
- Market focus shifting from inflation to unemployment, affecting interest rate expectations
- Midstream earnings slightly beating estimates, with strong free cash flow
- Energy topics of interest: new natural gas pipeline announced, expansion of LPG export facility, and record capacity auction prices in the northeast PJM region