Podcasts about energy outlook

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Best podcasts about energy outlook

Latest podcast episodes about energy outlook

On the Margin
The Fed's Tools Aren't Made For Fiscal Dominance | Lyn Alden

On the Margin

Play Episode Listen Later Jan 23, 2025 54:57


In this episode, Lyn Alden joins the show to discuss the economic tensions from fiscal dominance, the major factors driving liquidity, and what to expect under the Trump presidency. We also delve into the dollar wrecking ball, the outlook for Bitcoin, and much more. Enjoy! — Follow Lyn Alden: https://x.com/LynAldenContact Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world's crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we'll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (00:31) Global Macro Outlook (02:31) Liquidity Conditions (08:44) Shifting Treasury Issuance (12:04) Ads (Ledger, Mantra) (13:11) Tensions Under Fiscal Dominance (18:32) Trump Fiscal Outlook (22:44) Cutting Rates To Zero (27:38) Energy Outlook (32:04) Ads (Ledger, Mantra) (33:36) Interview Continues (35:45) Trump Vs Reagan Approach (37:41) Dollar Wrecking Ball (42:45) Currency Negotiations (45:39) Bitcoin Big Picture (50:00) Gold Outlook (52:18) Bitcoin Outlook (54:31) Learn More About Lyn's Work — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Columbia Energy Exchange
Inside the 2024 World Energy Outlook

Columbia Energy Exchange

Play Episode Listen Later Nov 19, 2024 57:28


Rising electricity demand. Heightened geopolitical tension. Fragility in energy markets. These are some of the big stories shaping the energy transition outlined in the International Energy Agency's newest World Energy Outlook.  Even as the IEA says the world is shifting from the "Age of Oil" to the "Age of Electricity," we are still far from achieving net-zero targets. And the tensions highlighted in the latest Energy Outlook illustrate how difficult the transition will be.    This week, host Jason Bordoff talks with Tim Gould about the 2024 World Energy Outlook, published in October. They discuss the significant progress countries have made on the energy transition, and the structural shifts in economies and energy use that lie ahead.  Tim is the International Energy Agency's chief energy economist. As part of his role, he co-leads the World Energy Outlook. Tim joined the IEA in 2008 as a specialist on Russian and Caspian energy. Prior to joining the IEA, he worked on European and Eurasian energy issues in Brussels.

Studio Energie
Spencer Dale on bp's Energy Outlook 2024

Studio Energie

Play Episode Listen Later Oct 2, 2024 37:35


In publishing the 2024 edition of its Energy Outlook, bp aims to contribute to the wider debate about the factors shaping the global energy system. The two main scenarios this year are Current Trajectory and Net Zero. What are the key trends driving the transition? How might the energy system evolve? I'm delighted to be joined by Spencer Dale, bp's Chief Economist, to discuss these questions. bp Energy Outlook 2024: https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/energy-economics/energy-outlook/bp-energy-outlook-2024.pdf

ARC ENERGY IDEAS
Summer 2024 Energy News Wrap-Up

ARC ENERGY IDEAS

Play Episode Listen Later Sep 3, 2024 32:12


So long summer!  Peter and Jackie are back in the studio and are discussing the energy news from the past few months. They kick off the podcast by discussing political developments in the United States and Canada. Then, they examine the drop in clean energy stocks over the summer and the weaker market sentiment, including the rapid decline in BC's low carbon fuel standard (LCFS) credit price. Lastly, they discuss the low prices for natural gas in Alberta, which averaged only $C 0.60/GJ in August. Content referenced on this podcast:  McKinsey and Company “The Energy Transition: Where are we, really” (August 27, 2024) Canary Media “US Clean Energy Investment is Soaring Thanks to Climate Law” (August 16 2024) and Clean Investment Monitor: Q2 Update  BC Low Carbon Fuel Standard (LCFS) price history, scroll to the Credit Market Data Section to download. ExxonMobil Global Outlook: Our view to 2050 (August 2024) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  Check us out on social media: X (Twitter): @arcenergyinst LinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas Podcast Apple Podcasts  Amazon Music Spotify 

Powered by Foley
Texas Legislature Energy Outlook

Powered by Foley

Play Episode Listen Later Jul 25, 2024 26:39


On this episode of the Powered podcast, we are joined by David Cabrales and John Sepehri, members of Foley's Government Solutions Practice from our Austin, Texas office. David and John have been tracking the Texas state legislature's preliminary work on energy issues at the onset of committee hearings and other state policy activity ahead of the Texas legislative session. We'll get into topics that are top-of-mind for state lawmakers and policy proposals we could see gain momentum. On the Powered podcast, Foley's Renewable Energy Team will bring you the key issues of the day in the renewable energy sector and energy transition market, the people making projects and deals move forward, and put it all into perspective so you're ready to tackle tomorrow. Please subscribe to be notified of future episodes from Powered by Foley and related content from the Energy Current.

Financial Sense(R) Newshour
Alpine Macro's David Abramson on Energy Outlook, Commodity Rotation (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later Apr 3, 2024 1:24


April 2, 2024 – Oil and commodities have climbed by double digits so far this year when looking at the widely-followed commodity CRB index and are now outperforming tech stocks. FS Insider is joined by Alpine Macro Chief US Strategist...

Town Hall Ohio
Energy and Trade Outlooks

Town Hall Ohio

Play Episode Listen Later Jan 28, 2024 17:23


Wars, strikes and low water levels are just some of the issues hampering trade for agricultural commodities. What have the impacts been and how long will they last? Ohio State's Dr. Ian Sheldon talks trade on this Ohio Farm Bureau Podcast. Plus OSU's Dr. Brent Sohngen gives his 2024 Energy Outlook.

Glow Up to Blow Up
50. 2024 Energy Outlook & January Astrology Report with Barbara Barco

Glow Up to Blow Up

Play Episode Listen Later Jan 11, 2024 61:54


Meet Barbara Barco! An intuitive body, mind & energy coach. In this episode, we dive into what to expect in 2024, the major “once in a lifetime” shifts we'll see, & the January Astrology Report. Connect with Barbara: Website: www.barbarabarco.com IG: @balancewithbarbara Facebook: barbaraamrità Support the Podcast & Get Your Questions Answered: If this episode supports you, it would mean the world to me if you are able to take two minutes to rate it on Spotify and give it a follow/subscribe on Apple Podcasts or Spotify, so you get notified when weekly episodes drop! Have a question you'd like to get answered on the podcast or a topic you'd like me to speak on? Let me know here! Ways to Work with Nora: 1:1 Coaching: Now Accepting applications for 2024 (1 spot available). Apply here. Big Vision Mastermind: The next cohort starts in February 2024 & spots are already 50% SOLD OUT.. There is one spot left for pre-sale, which includes the lowest rate you'll ever see ($1,111/mo) + quaterly 1:1 calls (2 total). DM me on instagram to apply. Elevate: The best (& maybe even the only) membership on the internet that truly blends the spiritual with the strategy. Get instant access to 1) fast , organic exposure through networking & community 2) real-time coaching from Nora EVERY month 3) proven business strategy training and 4) daily spiritual practices. Access $13k+ of bonus FREE content today for just $98/mo (cancel anytime). Join here.

The KE Report
John Rubino - Gold Price To $5-10K, Energy Outlook Negative, Digging Into The Jobs Data

The KE Report

Play Episode Listen Later Jan 8, 2024 18:16


John Rubino, publisher of his newsletter over at Substack joins us to share his thoughts on the gold price in the near term (price floor being $2,000) and longer term ($5,000-$10,000 gold in 3- 5 years). We also discuss why John is now thinking energy prices will struggle moving forward. To wrap up we look back to the US job data, released on Friday, and why John sees many issues with the data looking past the headline number.   On the gold investment front, and more short term, John sees $2,000 being a floor for price and should drive better earnings and margins for the miners. Combine this with lower energy prices, potentially generalist investors will take notice and could help the gold stocks play catch up to the higher gold price.  For recent economic data we recap the jobs data from Friday. John outlines why he thinks "things are a mess" and to not just focus on the headline numbers.

KPBS Roundtable
San Diego energy outlook points to lower prices in 2024

KPBS Roundtable

Play Episode Listen Later Dec 8, 2023 46:47


On this week's Roundtable, we take a look at the outlook for San Diego energy prices in 2024. Plus, a KPBS investigation looks into how credit unions chartered in California have been relying on overdraft fees for revenue. Then, California voters could soon see a ballot initiative that would make it easier to prosecute overdose deaths as homicides.

Ecorama
En route vers une hausse des températures mondiales de plus de 3 degrés en 2100 ?

Ecorama

Play Episode Listen Later Nov 16, 2023 12:11


TotalEnergies a publié, comme chaque année depuis 5 ans, son rapport Energy Outlook 2023, un panorama mondial de l'énergie. Passage en revue avec Xavier Timbeau, directeur de l'OFCE. Ecorama du 15 novembre 2023, présenté par David Jacquot sur Boursorama.com#boursorama #ecologie #totalenergies

¿Qué pasa en Latinoamérica?
Analizando el Latin America Energy Outlook 2023 de la IEA

¿Qué pasa en Latinoamérica?

Play Episode Listen Later Nov 15, 2023 8:15


Como todos sabemos y no es novedad para nadie, América Latina y el Caribe es una región rica en combustibles fósiles, energías renovables y minerales críticos. Desde la producción de bioenergía en Brasil hasta la energía hidroeléctrica en Paraguay y México, estamos en el epicentro de las transiciones hacia energías más limpias. Este es un breve análisis del Latin America Energy Outlook 2023 elaborado por la Agencia Internacional de Energía (IEA).

Ohio's Country Journal & Ohio Ag Net
Ohio Ag Net Podcast | Ep. 324 | Energy Outlook

Ohio's Country Journal & Ohio Ag Net

Play Episode Listen Later Nov 13, 2023 38:23


In this episode of the Ohio Ag Net Podcast, hosts Matt Reese of Ohio's Country Journal and Dusty Sonnenburg of Ohio Ag Net talk with Brent Sohngen, a professor of environmental and resource economics in the Department of Agricultural, Environmental and Development Economics at The Ohio State University. They discuss energy prices for gas and diesel, especially as prices trend lower. With the decrease in prices, Brent talks about what this means for different sectors of agriculture.   More in this week's podcast:    Scott Raber, Bane-Welker Equipment: Dale and Scott talk about expansions Bane-Welker Equipment is currently undergoing. Bret Davis, Delaware County Farmer: Brett chats with Dale about on-farm biodiesel use.  Peter Gehres, Jeff Martin Auctioneers: Peter stops in to talk with Matt about recent equipment prices and the outlook of it.  Jeff Wolfe, Director for Ohio Poultry Breeders Association: Matt visits Jeff at the Ohio National Poultry show in Columbus, OH.  Intro 0:00 Scott Raber 3:58 Bret Davis 9:38 Peter Gehres 17:30 Jeff Wolfe 22:54 Main Conversation, Brent Sohngen 29:46  

Evolving Humans
Ep 76 September Energy Outlook | Julia Marie

Evolving Humans

Play Episode Listen Later Sep 6, 2023 13:44 Transcription Available


Julia Marie reports on the upcoming cosmic energies at play in September. The key word for the month? Balance.The energy from the intense summer is slowing down and the Equinox will bring a time of balancing polarities.  Reflect on old patterns and insecurities that may reemerge. There are major astrological transits happening in September, including the end of Venus and Mercury retrogrades and the beginning of a new one when Jupiter begins a backward dance. Use this time to clear out energies that no longer serve you and to set intentions for growth. Create a routine that includes self-care, exercise, leisure, and work balance, organizing and prioritizing, and add mindfulness meditation to daily routines. On September 23rd, I'll be leading a guided meditation for the Equinox. You can sign up at my website.SPECIAL THANKS to Relaxing Time's Healing Sounds 124056 from Pixabay for the music bed for this episode.Thank you for listening to Evolving Humans! For consultations or classes, please visit my website: www.JuliaMarie.usYou can leave your questions, comments and suggestions via Voicemail at https://www.EvolvingHumansPodcast.com.Who knows, perhaps your question or comment will be featured on a future episode! I can't wait for your questions or hear your feedback.

Columbia Energy Exchange
Australia's Clean Energy Outlook

Columbia Energy Exchange

Play Episode Listen Later Aug 29, 2023 60:33


The energy transition is a hot-button issue in Australia. It is the world's largest exporter of coal and its efforts to curb greenhouse gas emissions have consistently fallen short of its peers. It also faces serious risks from climate change, with damages from flooding, wildfires, and heat waves worsening nearly every year.  At the same time, Australia is one of the countries best situated to benefit from a transition to clean energy. It has immense wind and solar resources and is a leading exporter of critical minerals such as lithium, which are needed to manufacture clean energy technologies.  What will it take for Australia to emerge as a leader in the clean energy economy? How can policymakers untangle the difficult politics of climate change? And how is the energy transition shaping Australia's relations with other countries? This week host Jason Bordoff talks with former Prime Minister Malcolm Turnbull about how the Australian government is approaching the energy transition. He was Australia's 29th prime minister, serving in the role from 2015 to 2018.  Prime Minister Turnbull began his parliamentary career in 2004, including stints as the Minister for the Environment and Water Resources and later as Minister for Communications. After leaving politics in 2019, Prime Minister Turnbull joined the private equity firm KKR as a senior advisor. He is also the inaugural chair of the Global Hydrogen Organisation and will become president of the International Hydropower Association on October 31, 2023. 

The MUFG Global Markets Podcast
ESG perspectives on the global energy outlook | The Global Markets Podcast

The MUFG Global Markets Podcast

Play Episode Listen Later Aug 4, 2023 8:42


As ESG's contours and penetration continue to increase, so have the decibels of debate. Granted, energy pragmatism remains resolute on achieving long-term goals of a decarbonised world, yet how to achieve security of supply, keep prices affordable and ensure sustainability in the transition – i.e. the energy trilemma pillars – remains at the heart of the conversation. In this week's podcast, Ehsan Khoman, Head of Commodities, ESG and Emerging Markets Research (EMEA), discusses the global energy outlook in the ESG context of what it will take to ensure a just and orderly transition. He believes that the right response to today's challenges is a matter of “and” not “or” and highlights four approaches in squaring the energy trilemma around resiliency today to tap value creation tomorrow.

HSBC Global Viewpoint: Banking and Markets
The Macro Brief – Supply chains, energy outlook, ESG sentiment

HSBC Global Viewpoint: Banking and Markets

Play Episode Listen Later Jul 14, 2023 16:17


James Pomeroy explains why there has been a remarkable turnaround in supply chains, Charles Swabey examines just how reliant the global economy is on fossil fuels and Wai-Shin Chan assesses the growing anti-ESG sentiment in the US. Disclaimer: https://www.research.hsbc.com/R/51/fCGJ7Wh Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Rethink Energy Podcast
Rethink Energy 129: VW Group to spend $130 billion on electrification; The EU announces its response to the IRA; The EIA publishes its Energy Outlook

Rethink Energy Podcast

Play Episode Listen Later Mar 23, 2023 46:04


The Volkswagen Group has committed $130 billion towards electrification and digitization until 2028, increasing its share of total investment from 52% to 68% relative to 2018. The European Commission has officially announced its Critical Raw Materials Act and Net Zero Industry Act as its counterpart to the US' Inflation Reduction Act in an attempt to lure back manufacturers from the United States. Finally the EIA has produced its annual energy outlook report and it continues to overstate the long-term importance of oil to the US economy.

Macro Insights
How the war in Ukraine is shaping energy markets and 2023 Energy Outlook with Anas Alhajji - Macro Insights Ep. 55

Macro Insights

Play Episode Listen Later Mar 6, 2023 135:10


WHAT'S UP EVERYBODY! AS A REMINDER everything in this episode is strictly the opinion of myself and my guest and should NOT be taken as financial advice. NOT FINANCIAL ADVICE NOT FINANCIAL ADVICE. #energy #oil #anasalhajji In this episode I am joined by Dr. Anas Alhajji (@anasalhajji on Twitter)! Dr. Anas is the best in the business in the oil and gas industry. Dr. Anas gets into the effect of the Ukraine and Russia conflict one year in on energy markets, 2023 outlook and much more! Tune in for another action packed episode. LIKE, SUBSCRIBE, AND SHARE THIS PODCAST Follow Dr. Anas on Twitter: https://twitter.com/anasalhajji Check out Dr. Anas's newsletter: https://anasalhajjieoa.substack.com/ https://afalhajji.substack.com/ Follow me on Twitter @greencandleit https://twitter.com/Greencandleit Subscribe to my newsletter: greencandleinvestments.substack.com Subscribe to my YouTube: https://www.youtube.com/channel/UCdvC14iR8V7MedS7ArKHNCA --- Support this podcast: https://podcasters.spotify.com/pod/show/macroinsights/support

Fueling the Future Podcast
#87. Transport Energy Outlook for 2023

Fueling the Future Podcast

Play Episode Listen Later Feb 27, 2023


#87. Transport Energy Outlook for 2023 In this episode, host Tammy Klein will give an The post #87. Transport Energy Outlook for 2023 appeared first on Transport Energy Strategies.

Fueling the Future Podcast
#87. Transport Energy Outlook for 2023

Fueling the Future Podcast

Play Episode Listen Later Feb 27, 2023 31:29


#87. Transport Energy Outlook for 2023 In this episode, host Tammy Klein will give an The post #87. Transport Energy Outlook for 2023 appeared first on Transport Energy Strategies.

Yet Another Value Podcast
Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE

Yet Another Value Podcast

Play Episode Listen Later Feb 13, 2023 78:26


Josh Young, CIO of Bison, returns to the podcast to discuss what's going on in the energy markets and his recent investment thesis for Vital Energy (VTLE). Bison's VTLE thesis: https://bisoninterests.com/content/f/vital-energy-is-deeply-discounted Chapters 0:00 Intro 3:15 What's happened in energy stocks since Josh's last appearance 5:45 Discussing the outlook for nat gas 15:10 Josh's current outlook for oil 24:30 Is the oil market properly reflecting China's reopening 29:30 Can Russia keep up current production levels? 34:35 VTLE overview 51:00 Breaking down VTLE's assets a little further 57:35 What are the little things that energy companies do to improve operations 1:01:20 Has VTLE earned the right to pursue M&A? 1:07:00 VTLE's base case NAV valuation 1:11:30 Will private equity ever step back into the energy space?

Podcast – Oxford Institute for Energy Studies
OIES Podcast – China Energy Outlook 2023

Podcast – Oxford Institute for Energy Studies

Play Episode Listen Later Feb 2, 2023


In this latest Podcast from the OIES China Energy Research Programme, David Ledesma talks to Michal Meidan, Anders Hove and Philip Andrews-Speed about the outlook for China in 2023. They discuss China's reopening after three years of stringent COVID controls and the implications for energy demand as well as energy policy. They highlight their views […] The post OIES Podcast – China Energy Outlook 2023 appeared first on Oxford Institute for Energy Studies.

Worldwide Exchange
Tesla Shares Popping, Europe's Energy Outlook, and Trump's Return to Facebook 1/26/23

Worldwide Exchange

Play Episode Listen Later Jan 26, 2023 45:52


Tesla shares are popping after the company beat on both earnings and revenue. Canaccord Genuity's George Gianarikas gives the details. Plus, new research from Deutsche Bank shows that Europe may make it through this winter from an energy perspective. Former Chairman of the Federal Energy Regulatory Commission Neil Chaterjee weighs in on the outlook. And, Meta is allowing former president Donald Trump to return to Facebook and Instagram after a nearly two year suspension. American Enterprise Institute's James Pethokoukis explains why.

Engineering News Online Audio Articles
IPP Office to launch 513 MW battery storage auction soon

Engineering News Online Audio Articles

Play Episode Listen Later Jan 25, 2023 1:50


The Independent Power Producer (IPP) Office has confirmed it will soon launch a bid window round for 513 MW of battery storage capacity and hopes to procure another 1 200 MW later this year. IPP Office head Bernard Magoro confirmed during a webinar hosted by Creamer Media and titled 'South Africa's Energy Outlook for 2023', that the country could see a total 1 700 MW of battery storage procured in 2023. He also assured that the IPP Office was preparing to release Bid Window 7 of the Renewable Energy Independent Power Producer Procurement Programme (REIPPPP), which followed on what was an oversubscribed Bid Window 6 at 9.6 GW with offers from 56 wind and solar bids. However, government ultimately selected only five solar plants with a combined capacity of 860 MW in the auction, and no wind projects, despite 4.1 GW of bids having been submitted and despite government originally planning to allocate up to 1 GW of solar and 3.2 GW of wind power in the auction. The IPP Office also plans on releasing a 3 000 MW gas-focused bid window and is working closely with Transnet to position the ports to be abke to deliver the gas to the country. During the webinar, Standard Bank renewable energy, power and infrastructure head Rentia van Tonder warned, however, that the REIPPPP needed a “rethink” as soon as possible and referred particularly to its format, refrencing Bid Window 6, and how procurement was undertaken. She referred to certain sites requiring different procurement processes to fully unlock the dormant potential in those areas.

Worldwide Exchange
/Live from Davos 2023, the Energy Outlook, and More Bank Earnings 1/17/23

Worldwide Exchange

Play Episode Listen Later Jan 17, 2023 45:20


It's a big couple of days from Davos, Switzerland and the World Economic Forum. Bain Capital's Stephen Pagliuca breaks down his predictions for the year. Plus, when it comes to oil prices, there are going to be two major factors this year: how much China begins buying up oil again, and whether OPEC+ will cut production again in the coming months. S&P Global's Dan Yergin discusses the outlook from Davos. And, after a mixed bag of results on Friday, investors are gearing up for round two of bank earnings. Whalen Global Advisors' Christopher Whalen explains what to expect.

Market to Market - The MtoM Podcast
Renewable energy outlook in 2023

Market to Market - The MtoM Podcast

Play Episode Listen Later Jan 10, 2023 0:37


We've seen a flurry of activity around the wind and solar expansion in 2022. The new year brings new opportunities for renewable energy.

Financial Sense(R) Newshour
David Abramson on Volatility, Long-Term Energy Outlook, and Tech's 'Ten-Year Curse'

Financial Sense(R) Newshour

Play Episode Listen Later Dec 23, 2022 30:26


Dec 23, 2022 – David Abramson at Alpine Macro discusses the key takeaways from their large investment conference held in October, including the expectation for ongoing outperformance in the energy sector, a potential ten-year curse...

The Cable
Rail Strikes, Big Names in Finance Meet, Energy Outlook (Radio)

The Cable

Play Episode Listen Later Dec 6, 2022 45:09


Hosts Guy Johnson and Alix Steel speak with Bloomberg's Eamon Farhat, Simon White, and Sonali Basak. Plus, they hear from IATA Director General William Walsh and CEO of Artemis Energy Partners, Bobby Tudor.

Closing Bell
Closing Bell: Market Moves Higher, Focus On The Fed & Energy Outlook 11/23/22

Closing Bell

Play Episode Listen Later Nov 23, 2022 42:36


Stocks trading higher after the minutes from the Federal Reserve's most recent meeting indicated the central bank plans smaller rate hikes in the next few months because of cooling inflation. Fmr. Kansas City Fed President Thomas Hoenig discusses how high interest rates could go and when he thinks the Fed could eventually pivot. Allspring Global Investments' Brian Jacobsen discusses how investors should be positioning ahead of smaller rate hikes by the Fed. Energy Aspects Head of Research Amrita Sen discusses the outlook for energy prices as oil slides and natural gas spikes. And D.A. Davidson's Michael Baker reveals the three retail stocks he thinks are recession proof.

WWL First News with Tommy Tucker
Gulf Coast Energy Outlook For 2023

WWL First News with Tommy Tucker

Play Episode Listen Later Nov 21, 2022 28:55


Greg Upton joins Tommy to talk about the energy outlook for 2023. 

WWL First News with Tommy Tucker
Gulf Coast Energy Outlook

WWL First News with Tommy Tucker

Play Episode Listen Later Nov 17, 2022 9:26


Greg Upton joins Tommy to talk about the 2023 Gulf Coast Energy Outlook.

The Crude Life
The Crude Life Week In Review Episode 482: Small Business Up, Zombie Wells And A 2023 Energy Outlook

The Crude Life

Play Episode Listen Later Nov 5, 2022


Here are this week's special guests and energy experts on The Crude Life Week In Review Episode 482. Keith Olson, Regional Director of the North Dakota Small Business Development Centers (SBDC) shares recent data indicating the Bakken's small business case load is slightly ahead of the state's largest city – [...]

On The Tape
MRKT Call 11/1/2022: Good News = Bad News for the Stock Market; 2023 Energy Outlook

On The Tape

Play Episode Listen Later Nov 1, 2022 32:06


On this episode of MRKT Call Dan Nathan and Guy Adami discuss: - What economic data out Tuesday means for the Fed - Good news = bad news for the stock market - Gold on its longest losing streak ever - Chinese equities rallying on reopening rumors  - Why Guy likes Alibaba for a bigger breakout Later, Matthew Hagerty, FactSet's Senior Energy Strategy Analyst, joins to give his outlook for the energy space, and stocks that could benefit from volatility. MRKT Call is brought to you by our presenting sponsors CME Group & FactSet Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

MKT Call
Good News = Bad News for the Stock Market; 2023 Energy Outlook

MKT Call

Play Episode Listen Later Nov 1, 2022 32:06


On this episode of MRKT Call Dan Nathan and Guy Adami discuss: - What economic data out Tuesday means for the Fed - Good news = bad news for the stock market - Gold on its longest losing streak ever - Chinese equities rallying on reopening rumors  - Why Guy likes Alibaba for a bigger breakout Later, Matthew Hagerty, FactSet's Senior Energy Strategy Analyst, joins to give his outlook for the energy space, and stocks that could benefit from volatility. MRKT Call is brought to you by our presenting sponsors CME Group & FactSet Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

ETF Prime
Energy Outlook, Single-Bond ETFs, & ESG Orphans

ETF Prime

Play Episode Listen Later Oct 18, 2022 58:50


VettaFi's Stacey Morris offers an overview of the energy ETF category and discusses key performance drivers moving forward.  F/m Investments' Alex Morris goes in-depth on their recently launched US Benchmark Series, which allows investors to own each of the “benchmark” US Treasuries in a single-security ETF.  Constrained Capital's Mark Neuman spotlights the ESG Orphans ETF […]

The Korelin Economics Report
Weekend Show – Replay Of Dana Lyons and Dan Steffens Interviews – Bear Market Playbook and Energy Outlook

The Korelin Economics Report

Play Episode Listen Later Oct 15, 2022


Worldwide Exchange
Do These Recent Deals in Oil and Gas Signal a Positive Energy Outlook? 7/15/22

Worldwide Exchange

Play Episode Listen Later Jul 15, 2022 45:24


A major deal in American oil and gas was announced yesterday: ConocoPhillips is buying 30% of Sempra Energy's Port Arthur, Texas LNG plant. Former U.S. Secretary of Energy Dan Brouillette discusses his role as one of the key architects of this deal. Plus, Wall Street is expecting earnings from Citigroup and Wells Fargo today follow yesterday's worse-than-expected numbers from JPMorgan Chase and Morgan Stanley. Stephen Biggar of Argus Research breaks down what to expect. And, President Biden is currently meeting with Mohammad bin Salman in Saudi Arabia to talk oil and energy. Helima Croft of RBC Capital Markets explains the importance of this meeting.

The Korelin Economics Report
Dan Steffens – Energy Outlook Including A Number Of Attractive Stocks That Are Paying A Dividend

The Korelin Economics Report

Play Episode Listen Later Jul 8, 2022


Dan Steffens, President of the Energy Prospectus Group joins us for a broad energy market update and the stocks he still likes at these levels....

Tortoise QuickTake Podcasts
Energy Podcast: Energy outlook remains sunny as the summer season approaches

Tortoise QuickTake Podcasts

Play Episode Listen Later May 9, 2022 5:48


In this week's energy podcast, Senior Portfolio Manager Brian Kessens discusses:The recent surge in energy markets led by crude oil and natural gasReports from earnings season show companies are prioritizing distributions and dividend growthDetails on a new energy transition partnership between EnLink and Occidental PetroleumDownload Transcript

C.O.B. Tuesday
"We Say We've Already Found All The Big Oilfields, Then We Find Another One" Featuring Dr. Andrew Latham, Wood Mackenzie

C.O.B. Tuesday

Play Episode Listen Later Apr 27, 2022 55:46


Dr. Andrew Latham, Vice Present Global Exploration at Wood Mackenzie, joined us today to talk through recent happenings in the global upstream oil & gas exploration market. The punchline is there is more happening than you might think.Andrew has more than 25 years of experience in technical and commercial aspects of exploration including assisting majors and independent companies in strategy development and portfolio planning. In recent years, exploration has arguably been undervalued with a push for the energy transition and with an overall restraint on spending. Andrew's recent report catalyzed today's discussion by pointing out some really interesting things are happening in this classic art of "finding more." It was so fun to be talking about exploration again!A few themes we touch on include recent industry successes/results, how dynamics around gas discoveries might be changing in the current world, and how exploration success and subsequent development actually improves the ESG profile of those operators. Today's exploration activity also gives a window into what those participants think about long-term oil market fundamentals given the extended cycle time to positive project cash flow. Thank you to Andrew for joining!Mike Bradley kicked us off with discussion around what to watch outside of energy, given we are entering the heart of earnings season along with refining margin observations. He throws in a fun takeaway from a recent shareholder proposal to Citibank. Colin Fenton and Mike both hit different aspects of European natural gas market dynamics before Colin relays observations on various asset classes relative to commodity markets and how that is influencing a number of institutional investor discussions. He also alerted us all that BP has published their Energy Outlook for 2022.

The Clark Howard Podcast
04.14.22 Housing Market Decisions / Energy Outlook & Strategy

The Clark Howard Podcast

Play Episode Listen Later Apr 14, 2022 39:10


Clark lends perspective on today's surging housing prices and mortgage rates and offers clear guidelines for making a homebuying decision in this difficult market. And for home buyers considering an ARM - a Clark warning. Also, as war in Ukraine affects the global energy market, the U.S remains the world's largest energy producer. The expected economic impact at home, our energy future, and what we can control right now to save more.  Housing Decisions: Segment 1 Ask Clark: Segment 2 Energy Outlook & Strategy: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Should I Buy a House in This Crazy Real Estate Market? How To Save for a House The #1 thing you can do right now to save on energy bills How To Save Money on Utilities Clark Howard's 5-Step Guide To Lowering Your Monthly Bills How To Save Money: 35 Ways To Reduce Expenses How to Book the Best and Safest Airbnb   Clark.com resources Episode transcripts Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

The Korelin Economics Report
Josef Schachter – Energy Outlook Update; Oil Price, Oil Stocks And Broad Market Impacts

The Korelin Economics Report

Play Episode Listen Later Mar 30, 2022


Josef Schachter, Founder of the Schachter Energy Report joins us to share his outlook for the energy sector focused on oil and gas. We start...

SL Advisors Talks Energy
Audio From EIA’s 2022 Annual Energy Outlook Video

SL Advisors Talks Energy

Play Episode Listen Later Mar 19, 2022 8:45


In this Audio file from a recent video, Simon Lack talks about the EIA’s Annual Energy Outlook

White House Chronicle
European energy outlook after Russia's invasion of Ukraine

White House Chronicle

Play Episode Listen Later Mar 4, 2022 27:59


Host Llewellyn King discusses the impact of Russia's invasion of Ukraine on Europe with Suriya Jayanti, Managing Director of Eney, and Kostis Geropoulos, Energy and Russian Affairs Editor of New Europe.

The Manila Times Podcasts
VOTT: Malaya plant sale is good news for PH energy outlook | May 13, 2021

The Manila Times Podcasts

Play Episode Listen Later May 12, 2021 4:30


VOTT: Malaya plant sale is good news for PH energy outlook | May 13, 2021Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tuneinSoundcloud: https://tmt.ph/soundcloud #TheManilaTimes#VoiceOfTheTimes Hosted on Acast. See acast.com/privacy for more information.

The Energy Talk
Global Youth Energy Outlook: Bonus Episode

The Energy Talk

Play Episode Listen Later Mar 7, 2021 10:59


The Global Youth Energy Outlook (GYEO) is an initiative from Student Energy, this week we are joined by two of the program's regional coordinators to discuss the aim of the initiative and how you can get involved. Paola Flores Carvajal is from Bolivia and currently serving as the regional coordinator for Latin America, and her colleague Syed Faisal Shah is from Pakistan and the regional coordinator for the Indian subcontinent.You can fill out the questionnaire and stand a chance to with great prices with this link: https://studentenergy.org/program/outlookThe Global Youth Energy Outlook is designed to be the definitive tool for understanding what young people want for the future of energy. The first report of its kind, the Global Youth Energy Outlook is an entirely youth-led research project that aims to connect with 50,000 young people from around the world.___We are organizing our first expert Q&A session where you can ask Jim Claunch, a senior advisor at Bain and Company (one of the big three consulting firms), your pressing questions about the energy transition and navigating your career.Submit your question here: https://forms.gle/sQc4p6Emp4X88bFx5Email us your questions: energytalkpodcast@gmail.comConnect with Jim on LinkedInSupport the podcast on PatreonSubscribe to our newsletter

AES Drilling Fluids | Better Fluids Equal Better Wells

There's lots of anxiety around the words and actions of a new administration. Matt and Justin share a few thoughts about energy and the practical reality that makes oil and gas essential for a healthy and thriving world.

Capitol Crude: The US Oil Policy Podcast
US energy outlook under Biden White House as Senate control still undecided

Capitol Crude: The US Oil Policy Podcast

Play Episode Listen Later Nov 7, 2020 20:40


Joe Biden is now officially president-elect after securing a win in natural gas-rich Pennsylvania despite the fight over fracking we've heard so much about these last long weeks. S&P Global Platts Analytics predicts a muted production impact if Biden bans new federal drilling permits, putting up to 1.1 million b/d of oil output and 3.7 Bcf/d of gas output at risk by 2025. On this special episode, we take a look at the implications ahead for energy and climate policy with Washington analyst Kevin Book, managing director of ClearView Energy Partners. We go through two key scenarios: what a Biden White House will try to accomplish if he has the cooperation of a Democratically controlled Senate and how he might have to narrow that down if Republicans hold onto power in the chamber. Book walks us through the many policies that Biden can tackle through executive action. And we ask him if he expects Biden to end new federal drilling permits, yank the Keystone XL heavy crude pipeline permit, cancel leasing in the Arctic National Wildlife Refuge and strike a quick interim Iran deal that brings sanctions relief.

The MARTINZ Critical Review
The MARTINZ Critical Review -Ep #5 - Is developing an LNG industry in British Columbia congruent with our environmental and social goals? - with David Hughes

The MARTINZ Critical Review

Play Episode Listen Later Aug 5, 2020 73:05


Today we continue our investigative series into British Columbia's energy policies, sustainability, emissions, and LNG exports. Our guest today is David Hughes, a geoscientist who has studied the energy resources of Canada for nearly four decades. In this episode we examine why the proposed LNG export business is neither economically viable, nor environmentally sound. We explore what steps BC, Canada, and the world need to take immediately to avoid a catastrophic end to our civilization. For more information on David's published research please visit: BC's Carbon Conundrum Canada's Energy Outlook