Episode Notes

This month, Senior Portfolio Manager James Mick covers key energy market updates:

• Market Performance: Strong sector gains.
• Trump’s Energy Policy: Deregulation, LNG growth, sanctions driving oil.
• Natural Gas Outlook: Higher LNG exports expected to benefit producers.
• Energy Tariffs: Proposed tariffs could raise U.S. refining costs.
• Quick Hits: OPEC+ cuts, Israel-Hezbollah ceasefire, ONEOK-Enlink buyout, DOE appointment.