Podcasts about Midstream

In this episode, Venkat Mocherla, Founder of Midstream, and Dr. Feby Abraham, EVP and Chief Strategy and Innovations Officer at Memorial Hermann, join Scott Becker to explore how automation and AI are transforming healthcare workflows. They discuss high-impact use cases, the importance of trust and change management, and how leaders can drive scalable, patient-centered innovation.

Plus: A top Intel chip-packaging expert takes a job at Samsung. Sources say Axiata will start the sale process for the world's sixth-largest tower company. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textWelcome to Safe Dividend Investing's Podcast 231While identifying, recording, analyzing and scoring this week's 10 US and Canadian financially strong, high dividend stocks  for the podcast, I found the following interesting:The most expensive stock was < Cal-Maine Foods>at < $105.94>and was the least expensive at The stock with the highest dividend yield percent was < Millicom International > with a yield. The lowest was with a yieldThe most buy recommendations by analysts were for and the least number was for .   The highest Book Value was for< Cal-Maine Foods> at and the lowest was for at  The highest number of shares traded were   for and the lowest number was for .The highest operating margin was for atand the lowest was for atThe lowest Price-to-Earnings ratio of was for < Cal-Maine Foods >and the highest was for                                           The stock with the highest IDM score was with a . The Lowest score of < 45 > was for  The objective of my podcasts and my six investment books is to show  investors that they can easily become successful self-directed investors who will not only realize a safe dividend income of 6 to 8 percent but show substantial gains in the value of their portfolio. Through self-directed investing,  thousands of dollars in investment fees, commissions and charges can be saved while also realizing a sense of security in knowing exactly what you are invested in and why you chose to invest in that safe stock.For more information on self-directed investing go to my website www.informus.ca and also listen to the previous 231 weekly podcasts. The first 160 are devoted to answering questions from investors just like you. Ian Duncan MacDonald imacd@informus.caNew York Telephone 929-800-2397  or Toronto 416-2454-994Ian Duncan MacDonald Author and Commercial Risk Consultant,President of Informus Inc 2 Vista Humber Drive Toronto, Ontario Canada, M9P 3R7 Toronto Telephone - 416-245-4994 New York Telephone - 929-800-2397 imacd@informus.ca

Recorded on June 11, 2025 https://www.youtube.com/watch?v=neJZHvXMNdM Episode 136 of the PetroNerds podcast is a heavy-hitting midstream special with Howard Energy Partners. Your host, Trisha Curtis, CEO of PetroNerds, is joined by Mike Howard, CEO of Howard Energy Partners. The two discuss the current oil and gas market, natural gas and midstream, and what it takes to get something built. They get into Mike's career in the midstream and the progression of natural gas, and the shale revolution. Howard Energy Partners gathers and processes natural gas from the Marcellus to the Permian to the Eagle Ford. Mike talks about the business of infrastructure and being a long term diversified midstream company that takes energy products and brings them to the consumer. Trisha gets a little nerdy on the Eagle Ford and varying geology and API gravity shifts from oil to natural gas along the play. They shift into talking about the macro, the long term, and national security, as well as the short term and current natural gas prices. Trisha asks Mike to talk about "peak shale." They also talk about education and the need for education in energy in and outside of the energy market. Trisha asks Mike to talk about how he translates market realities into actually building things in a market and society that does not want to build infrastructure. Trisha and Mike cover all of this and much more folks. Take a listen and share with your colleagues and friends. Listen on Itunes

Pipelines boom, esp. in the previously quiet Northeast There's been a marked increase in the number of natural gas pipelines expected to be in service in the next several years. President Trump's policies explain some of this. But the commercial side is also enabling the boom. Jean Ann Salisbury addresses the various drivers and how these new pipelines could mean several hundred basis points of additional growth for some midstream companies. Interestingly, much of this development is taking place in the Northeast and increased access to gas could ultimately mean lower utility bills for commercial and residential customers. Jean Ann discusses how LNG will also be a key end market for this gas, the risk of an LNG glut further out and what this could all mean for the price of the commodity.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.

To trade the daily moves in the market is to be an armchair strategist. JPMorgan estimates the crude oil market reflects a 17% probability of a worst-case supply disruption out of the Middle East. Presumably an oil spike would hasten the war's conclusion via US pressure on Israel. So Israel's attacks on energy infrastructure are […]

Enrgy demand is on the increase globally, but in the US the seemingly endless build-out of data centres and application of power-hungry AI is forcing the market to step up activity to cater for a growing need.  IJGlobal senior editor Ila Patel talks to Richard Lum, one of the founders of Victory Hill Capital Partners, about energy demand not abating anytime soon. As he says: “It's increasing obviously, but it's increasing in a way that is also changing the behaviour of how energy is consumed.”  In a podcast that runs for 21 minutes, Richard talks about how renewable energy alone cannot enable the transition within the context of the US: “You still need the predominance of dependable energy sources that aren't constrained by intermittency.”  

VettaFi Head of Energy Research Stacey Morris joined Steve Darling from Proactive about the performance and growing investor interest in the Alerian Midstream Energy Dividend ETF. The ETF tracks a dividend-weighted index of U.S. and Canadian midstream energy infrastructure companies and U.S. master limited partnerships. Morris emphasized that midstream companies, which manage the transportation, storage, and processing of oil and natural gas, generate more stable cash flows than other energy sectors. This is due to their fee-based business model and long-term contracts. She outlined three key reasons investors are allocating capital to midstream including positive growth trends in North American natural gas demand, the defensive nature of midstream assets during oil market volatility and an attractive dividend yields that surpass those offered by utilities and REITs. Morris noted that midstream offers exposure to natural gas infrastructure without the price volatility of the commodity itself. She added that Q1 2025 results showed resilience, with companies reaffirming EBITDA guidance. Growth opportunities in the sector are centered around natural gas and natural gas liquids, particularly through LNG exports and increased electricity demand. Midstream firms are expanding infrastructure from production to export, supported by long-term contracts and appealing returns. #proactiveinvestors #MidstreamEnergy #EnergyETF #NaturalGasDemand #StaceyMorris #EnergyInfrastructure #AlerianETF #OilPrices #LNG #InvestorInsights #CommodityMarkets #EnergyMarketUpdate #DefensiveInvesting #ProactiveInvestors

My partner Henry Hoffman attended the 22nd Annual Energy Infrastructure CEO & Investor Conference in Aventura, FL last week. Below are Henry's notes from presentations and meetings. The mood at this year's conference was upbeat, with natural gas demand driven by data center power requirements and the next wave of LNG projects taking center stage. […]

In this episode of the Pipeliners Podcast, host Russel Treat is joined by Dr. Martha Acosta to discuss building safety capacity and her book, Safety Capacity, during the 2025 API Pipeline Conference in Austin, Texas.  Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions. 

This month, Senior Portfolio Manager Brian Kessens breaks down the latest energy market developments: Market Moves: Crude drops 19% in April; midstream outperforms. Tariff Fallout: China spares key U.S. energy exports—ethane exempted. OPEC+ Impact: Supply push could drive oil to the low $50s. Earnings Pulse: Solid results, new gas projects tied to data center demand. Quick Hits: Buybacks rise, utility capex steady, LNG demand may climb.Listen in for a breakdown of the market forces reshaping energy today. Download Transcript

In Energy News Beat – Conversation in Energy, Stuart Turley features an interview with Mike McConnell, Director of the Robert M. Zinke Energy Management Program at OU. McConnell discusses the program's rich history, its evolution from petroleum land management to a broader energy curriculum, and the importance of preparing students for diverse roles in the energy sector, including oil, gas, renewables, and electricity. He emphasizes the need for an "and, not or" approach to energy, combining traditional fossil fuels with emerging technologies. The discussion also highlights the program's strong industry connections, high job placement rates, and financial support for students, ensuring their success in a rapidly changing energy landscape.Thank you, Mike, for your leadership at OU! Our future in energy is bright thanks to the University of Oklahoma's Energy program.Check out the OU Energy Program here:I had an absolute blast and look forward to more visits. -StuHighlights of the Podcast00:00 - Intro00:47 - OU's Energy Management Program History01:57 - Mike McConnell's Background & Journey03:35 - Energy Management Program & Industry Impact05:57 - Chris Wright's Book & Energy Poverty08:11 - Molecules to Electrons: Energy Transition10:12 - The Role of Nuclear Energy13:28 - Midstream & Pipeline Careers15:30 - LNG Growth & Geopolitical Implications18:12 - Student Spotlight: Piper Lawlier20:53 - Energy's Role in the U.S. Economy23:37 - OU's Move to the SEC28:39 - Junior Students Panel Discussion33:43 - Key Lessons from OU's Energy Courses35:09 - Who Does Energy Best?37:29 - Career Aspirations & The Future of Energy39:14 - Land Management & Renewable Contracts41:03 - OU Football, SEC, and Bedlam Rivalry43:40 - Closing Remarks & Mike McConnell's Message

On Friday the market achieved a welcome milestone in that the S&P500 rose above its pre-Liberation Day level. The unemployment report suggested that we're not yet falling into a recession. Signs that trade negotiations with China may start was encouraging. Midstream earnings have been coming in with little discernible impact from the tariff trauma. Worth […]

Today we were delighted to host the team from the Bipartisan Policy Center (BPC), a leading Washington NGO dedicated to bringing stakeholders together to address critical policy issues for the U.S. and find areas of alignment for action. Joining us for the session are Margaret Spellings, President and CEO, along with her colleagues David Hill, Executive Vice President of Energy, and Bill Hoagland, Senior Vice President. Margaret became CEO of BPC in 2023 and brings extensive leadership experience at both the state and federal levels, most recently serving as President & CEO of Texas 2036. Earlier in her career, Margaret served as White House Chief Domestic Policy Advisor, Senior Policy Advisor and Secretary of Education under George W. Bush. David has more than 25 years of energy experience, having served as General Counsel of the U.S. DOE and as DOE's Deputy General Counsel for Energy Policy during the Bush administration, as well as Executive Vice President and General Counsel of NRG. Bill focuses on fiscal, health, and economic policy at BPC, following a long tenure on the U.S. Senate Staff and as VP of Public Policy at CIGNA Healthcare before joining BPC in 2012. We were thrilled to visit with Margaret, David, and Bill for their latest insights from Washington. In our conversation, Margaret first outlines the BPC's team structure and its dual focus on research and advocacy through bipartisan engagement on Capitol Hill. We discuss setbacks in U.S. education policy, including how 20 years of bipartisan federal accountability progress under Presidents Bush and Obama have been undone in recent years, highlighting the need to refocus on reading and evidence-based instruction. Bill provides an overview of the U.S. national debt, noting that politically untouchable programs dominate the budget and leave little room for meaningful reform. He flags that interest payments on the debt now exceed defense spending and describes the slow-building debt and energy crises as “termites under the porch,” noting that Washington only acts under strong leadership or in response to crisis. David shares his perspective on the need for durable, stable energy policy and the importance of long-term policy certainty to encourage private sector investment in infrastructure. We explore BPC's efforts to modernize education and workforce policy to reflect today's labor market, how private conversations often reveal more bipartisan consensus than public discourse suggests, and how BPC facilitates those critical dialogues. We also touch on the disconnect between Washington and the rest of the nation, the need to clearly communicate how policy failures impact everyday Americans, the challenges posed by outdated government technology, and much more. Thank you, Margaret, David, and Bill, for sharing your insights and expertise with us all! Mike Bradley kicked us off with a few updates focused on Trump's first 100 days, Canadian election results, and the recent Spain/Portugal power outage. The best word to describe Trump's first 100 days would be volatility, or as we have aptly named it, Trumpatility! The 10yr bond yield has fallen ~40bps (to 4.2%) over this timeframe and the U.S. dollar has depreciated by ~6%. Two commodity standouts are WTI price, which has plunged ~$15/bbl to ~$61/bbl, and gold, up ~22% to ~$3,300/oz. From a broader equity standpoint, the S&P 500 was down ~8%, Nasdaq down ~10% and Russell 2000 down ~14%. The S&P 500 Volatility Index spiked by ~50% (and ~275% at its April 7th volatility peak). The Energy sector was down ~11% with Oil Services down ~28%, E&Ps down ~21%, Refiners down ~15%, U.S. Oil Majors down ~10%, Midstream down ~5% and Alternative Energy up ~5%. Electric Utilities were up ~2% while IPPs/Power Index was down ~18%. Regarding the Canadian election, Mark Carney's Liberal Party eked out a narrow win Monday night against Poilievre's Conservative Party but fell short of a majority in t

Midstream energy infrastructure is offering solid defense during a period when Presidential ruminations on tariffs or Jay Powell's career prospects regularly cause 2% daily market moves. Operating a pipeline business is dull by comparison. These companies are largely immune to trade wars. They just keep generating cash and raising dividends. Last week Energy Transfer (ET) […]

VettaFi Head of Energy Research Stacey Morris joined Steve Darling from Proactive to discuss the performance and positioning of the Alerian Midstream Energy Dividend ETF, and to provide a broader outlook on the midstream energy sector in the context of today's evolving market dynamics. Morris began by explaining the role of the midstream segment within the energy value chain, describing it as the “shipping and handling service” of the industry. Unlike upstream producers that are heavily exposed to commodity price fluctuations, midstream companies are focused on transporting, storing, and processing oil and natural gas—services that are typically governed by long-term, fee-based contracts. This structural model, she emphasized, gives midstream operators stable, predictable cash flows, making them more resilient in volatile or declining energy price environments. The conversation turned to recent weakness in oil markets, with U.S. oil benchmarks falling roughly 17% between April 2 and April 8, 2025. Morris attributed the drop primarily to increased supply from OPEC+ nations and mounting concerns over global economic growth and trade activity. “There's just been a number of concerns around the outlook for the global economy or trade,” she noted, which has added pressure to oil prices in the short term. However, Morris pointed out that midstream energy assets tend to outperform in such environments. Their reduced sensitivity to commodity pricing and defensive investment characteristics—especially consistent dividend payouts—make them an appealing option for income-focused and risk-averse investors. One of the most compelling parts of the midstream growth story, Morris said, is its exposure to natural gas, which continues to see rising demand from multiple sectors. She highlighted projections that U.S. natural gas demand is set to grow by 25% between 2024 and 2030. Morris emphasized that midstream companies are critical enablers of this growth, thanks to their essential role in building and operating the pipelines and facilities required to move gas efficiently to domestic and international markets. Importantly, Morris noted that the underlying index of the Alerian Midstream Energy Dividend ETF has a 65% tilt toward natural gas infrastructure, further positioning the fund to benefit from long-term trends in natural gas expansion, even amid near-term oil price volatility. #proactiveinvestors #MidstreamEnergy #EnergyETF #NaturalGasDemand #StaceyMorris #EnergyInfrastructure #AlerianETF #OilPrices #LNG #InvestorInsights #CommodityMarkets #EnergyMarketUpdate #DefensiveInvesting #ProactiveInvestors

Bruce Brill is a former analyst for the US National Security Agency called NSA. During his tenure in the early 1970s he became aware of intelligence indicating imminent attacks on Israel by Egypt and Syria prior to the Yom Kippur war in 1973. He asserts that this critical information was withheld from Israeli authorities and Egypt and Syria attacked Israel on Yom Kippur.  More than 2660 Israeli soldiers were killed.    The surprise attack on Israel on October 7, 2023 exactly 50 years almost to the day 1300 Israeli's were killed and more than a 130 were taken hostage..  This was also a surprise attack similar to Yom Kippur 11973,   Bruce shares a fascinating story with me.  He wrote a book Deceit of an Ally and discusses it with me. The books is available on Amazon.  It's a good read and flows like a spy thriller.  Bruce Brill is an independent journalist and former U.S. National Security Agency Middle East analyst. He's been published in the Jerusalem Post, Washington Times, Christian Science Monitor, Midstream, Jewish Spectator, Jerusalem Report, others.

Send us a textWelcome to Podcast 212 of Safe Dividend Investing. Be sure to visit the transcript for this podcast to find the detailed information on each stock that was scored.  You may also want visit Podcast 210 where in the printed transcript, you will find Chapter 4 from my investment guidebooks. It explains in easily understood language how the IDM stock scoring system works. Using this information you can manually score any stock you encounter. The IDM stock scoring software that I provide to those who purchase my books  is derived from this chapter. The software just makes scoring stocks faster and easier.The first 190 Safe Dividend Investing podcasts answered hundreds of  questions about stocks that I had received from my podcast listeners and the readers of my other publications. Starting with Podcast 191 the the weekly podcasts have usually dealt with identifying the week's 10 dividend stocks whose recent exceptional share price growth on the New York and Toronto stock exchanges may have made them worth considering as possible portfolio acquisitions. It is also an opportunity for me to bring to the listeners attention information that I think may assist them in creating and managing their self-directed stock portfolio.At www.informus.ca for information you can learn more about my six investment guide books.IANimacd@informus.caIan Duncan MacDonaldAuthor, Artist, Commercial Risk Consultant,President of Informus Inc 2 Vista Humber Drive Toronto, Ontario Canada, M9P 3R7 Toronto Telephone - 416-245-4994 New York Telephone - 929-800-2397 imacd@informus.ca

Midstream companies are generally unaffected by the current round of daily tariff updates. Their stock prices may gyrate with the rest of the market, but nobody is revising guidance. It's worth remembering that these are toll businesses, focused on volumes not commodity prices. Consumption of petroleum products is remarkably stable. It's been between 20 and […]

Hydrocarbon Processing spoke with Rob Benedict, Vice President, Petrochemicals and Midstream, AFPM, about the most pressing issues facing the petrochemical industry, from the status of the UN negotiations for a Global Agreement on Plastic Pollution to the reauthorization of the Toxic Substance Control Act.

On this episode of the Pipeliners Podcast, Stuart Saulters from GPA Midstream joins to talk about the future of the midstream sector over the next four years. The discussion explores shifting regulatory landscapes, permitting challenges, and the broader implications of recent executive actions on energy production and distribution. Stuart shares insights into industry trends, policy changes, and the evolving role of natural gas in the energy market. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions. 

Last week my partner Henry Hoffman attended the 23rd Annual Midstream, Energy, and Utilities Symposium, held by Wells Fargo. The mood was understandably upbeat, underpinned by strong fundamentals and the more coherent regulatory framework expected following the election. Given our focus on natural gas, we were naturally interested in this element of the energy story. […]

Send us a textWelcome to this week's Save Dividend Investing's podcast. For greater accuracy,  you may want to go to the printed transcript provided with this podcast for the list of 5 outstanding US stocks and 5 outstanding Canadians stocks identified this week. It is interesting to see how scoring these 10 stocks revealed their hidden strengths and weaknesses that were not initially evident.The first 190 podcasts answered questions from listeners and readers of my publications. Not wanting to repeat the same material that had already been covered, these last podcasts have dealt with identifying interesting stocks that seemed to worth considering as possible acquisitions.  IANimacd@informus.caSIX INVESTMENT GUIDE BOOKS BY IAN DUNCAN MACDONALD,ARE AVAILABLE FROM AMAZON.COM / KINDLE BOOKSTHE FOLLOWING ARE THE 2 LATEST:(1) CANADIAN HIGH DIVIDEND INVESTING -In this 325-page book, learn how to select, purchase and build a portfolio of 20 Canadian strong dividend stocks. Summary records of 215 stocks are sorted in multiple ways, and each stock's unique page provides detailed scoring data and 24 years of price and dividend trend data. Released September 23.(2) NEW YORK STOCK EXCHANGE'S 106 BEST HIGH DIVIDEND STOCKS -In this 334-page book, there is a 2-page report for each company scoring 11 data elements. It also lists 23 years of historical share price and dividend payouts so that investors can judge the stock's reliability. Released December 2022.A TRANSCRIPT OF THIS PODCAST IS AVAILABLE.FOR MORE INFORMATION ON IAN'S 6 INVESTMENT BOOKS,  3 NOVELS, PAINTINGS, PHOTOGRAPHS  AND DIGITAL ART VISIT www.informus.caIan Duncan MacDonaldAuthor, Artist, Commercial Risk Consultant,President of Informus Inc 2 Vista Humber Drive Toronto, Ontario Canada, M9P 3R7 Toronto Telephone - 416-245-4994 New York Telephone - 929-800-2397 imacd@informus.ca

The word of the week is re-rating. Both Wells Fargo and Morgan Stanley have suggested that, notwithstanding this year's 50%+ return in midstream energy infrastructure, further upside is possible. They posit that a re-rating of the sector would not be unreasonable given the strong fundamentals. Enterprise Value/EBITDA (EV/EBITDA) is a widely used valuation metric, although […]

Greetings & welcome back to the podcast. This episode we are joined by Mr. David Smith - board member of Advantage Energy, Wajax Ltd., & former CEO of Keyera Corp. Mr. Smith has over 38 years of experience in the western Canadian oil and gas industry. Mr. Smith had an extensive career at Keyera Corp. and played a key role its formation, evolution and growth. From 2015 to 2020, Mr. Smith served as President and CEO of Keyera, and prior to that, as President and Chief Operating Officer. Mr. Smith also served as Keyera's Executive Vice President – Liquids Business Unit, and before that, Executive Vice President, Chief Financial Officer and Corporate Secretary. Prior to joining Keyera, Mr. Smith held progressively senior finance roles at Gulf Canada Resources Limited and Imperial Oil Limited. In addition to Advantage Energy & Wajax Ltd. - Mr. Smith currently serves as a director at Arts Commons, United Way of Calgary and previously served as a director of Crew Energy Inc. Mr. Smith holds a Bachelor of Mathematics degree from the University of Waterloo and a Master of Business Administration from Harvard University. He also holds the ICD.D designation from the Institute of Corporate Directors.Among other things we discussed The Gulf Canada Days, Ventures in Midstream & What Drives Value in Infrastructure.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEnverusEnergy United Canadian Gas AssociationUpgrade LabsATB FinancialSupport the show

Real Salt Lake coach Pablo Mastroeni joined DJ & PK to talk about the team amidst the international break as they continue to integrate their new-look roster. 

In this month's energy podcast, Senior Portfolio Manager, Brian Kessens, provides key insights into August's market performance, covering:Mixed results driven by declining crude oil pricesStrong midstream earnings, with half of companies surpassing expectationsImproved drilling and oilfield service efficiency, even with fewer rigs in operationThe latest updates on M&A across the sectorA preview of the upcoming Barclay's Energy Conference, with a focus on capital returns, operational efficiency, and volume trendsDownload Transcript 

In this episode, Shelby Tucker (Managing Director, U.S. Power & Utilities Analyst), Elvira Scotto (Managing Director, Midstream & Pipelines Analyst) and Robert Kwan (Managing Director, Head of Global Power, Utilities & Infrastructure Research) at RBC Capital Markets discuss the potential for significant future growth in electricity consumption driven by increasing datacenter capacity. Given the rising demand for cloud computing and AI, we explore the opportunities and challenges for power generators, regulated utilities and midstream infrastructure companies as it relates to the growth in datacenters, which are large consumers of electricity, mostly driven by computing power and cooling needs. Recent announcements highlight the potential growth in electricity demand driven by datacenter capacity expansions, and in the U.S., our findings show that datacenters could represent about half of the power demand growth through 2026. We expect demand to accelerate beyond 2026 as the grid tries to catch up to a large backlog of projects, and also expect other regions to benefit.

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 wellMarket focus shifting from inflation to unemployment, affecting interest rate expectationsMidstream earnings slightly beating estimates, with strong free cash flowEnergy topics of interest: new natural gas pipeline announced, expansion of LPG export facility, and record capacity auction prices in the northeast PJM regionDownload Transcript 

In this month's energy podcast, President of Tortoise, Matt Sallee, discusses:Strong May returns for energy infrastructure despite softening crude pricesResilient midstream sector with significant fund flows and stable valuationsPositive macro trends with moderate CPI growth and stable forward expectationsRecap of Q1 earnings, midstream performance, utilities growth, and consolidation activityDownload Transcript 

In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from Regan Capital, Morgan Stanley Investment Management and Westwood ETFs.    The featured ETFs in this episode focus on active investing strategies in the equity market and  momentum/trend strategies in bitcoin. The guest lineup for this episode includes:1. Douglas Yones, ChFC, CETF, Head of Exchange Traded Products at NYSE2.Skyler Weinand, Founder, CEO and CIO, Regan Capital 3. Parag Sanghani, CFA & SVP, Senior Portfolio Manager, Westwood ETFs4. Vishal Khanduja, Co-Head of Broad Markets Fixed Income, Morgan Stanley Investment Management *********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

In this episode of the Pipeliners Podcast, host Russel Treat is live from the 2024 API Pipeline Conference & Exhibit with David Murk, Senior Director of Pipelines, Midstream, for the American Petroleum Institute (API), to talk about the conference and what topics are covered. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions. 

Today we had the pleasure of hosting David Holt, President of the Consumer Energy Alliance (CEA), for an important discussion on electricity affordability and reliability for consumers. David's background is in government affairs with over thirty years of experience working for state and federal agencies and directing outreach and advocacy efforts. The CEA will be celebrating its 20th anniversary in 2025 and has nearly 400 corporate members and over 550,000 individual members representing families, farmers, small businesses, distributors, labor organizations, manufacturers, and energy providers. Beyond his leadership at the CEA, David also serves as Managing Partner of HBW Resources, a consultancy specializing in strategic planning and government affairs in the energy, transportation, and environmental sectors. We were thrilled to have the opportunity to visit with David. In our conversation, David first provides background on the CEA and the groups they represent as well as their “all of the above” approach to meeting energy needs in an affordable, reliable, and sustainable manner. David shares his perspective on the impact of energy policies on prices, concerns with reliability, how energy policy has become overly politicized with a focus on environmental aspects at the expense of affordability and reliability, the role of inflation in the current energy landscape, and the need for increased investment in natural gas infrastructure. We discuss permitting and signaling issues, regulatory framework and regional differences between oil and gas and the electricity sector, factors contributing to the increase in electricity prices, identifying reliable sources of information for understanding energy costs, policy implications, and environmental impacts, and strategies for educating and mobilizing consumers to advocate for their interests in energy policy decisions. We explore voter influence on policy, the role of US oil and natural gas production in moderating global oil prices, the future of the CEA, the challenges of getting the public's attention on energy and power issues, the CEA's reaction to recent policies including the IRA, and more. David was a fantastic guest and we greatly enjoyed the conversation. Mike Bradley highlighted a few topics to kick us off. He noted the 10-year government bond yield looks to have found some temporary support at 4.65% and flagged that this could be an unusually volatile trading week for markets (especially bonds) given that both the JOLTS Job Openings Report and FOMC Rate Decision will be taking place on Wednesday. WTI (~$82/bbl) has pulled back recently on the news of a temporary cooling in Mideast tension; nevertheless, he noted that the 2024 crude oil S/D setup still looks very constructive. Q1 earnings for the Magnificent Seven tech stocks will be winding up this week and investor focus will begin shifting to the other 60% of the S&P 500 for near-term direction. On the energy equity front, over seventy energy and electric utility companies will be reporting Q1 results this week with a heavy focus on E&P, Midstream & Electric Utility companies. He ended by flagging that electricity growth will be a more widely discussed topic/theme across most of the reporting energy and electric companies, just as it has been for industrial companies so far in the Q1 reporting season. Todd Scruggs prepped us for our discussion with David by sharing data on electricity costs across the United States. Comparing recent data from February and last summer, he found that California and Northeastern states consistently pay the most, while the West South-Central region pays the least, even during peak summer months. We look forward to following the CEA's progress and will be sure to share their state electricity scorecards when they're launched. Thank you again to David for joining and thanks to you all for your support and friendship!

In this episode of the Pipeline Technology Podcast, host Russel Treat interviews Phil Petty from Enduro about using GIS for effective decision-making in the oil and gas industry. Phil discusses his transition from working on the production side to midstream, highlighting the complexity of managing pipeline integrity and the importance of learning about inline inspection data. They explore various types of data incorporated into GIS implementations, including inline inspection data, bending strain analysis, and cathodic protection data. Phil explains the development of a web-based dashboard to streamline data visualization and analysis, emphasizing the value of leveraging GIS technology to make informed decisions and solve spatial problems. They also touch on challenges in cartography, user interface design, and compliance with regulatory requirements such as the Mega Rule. Throughout the conversation, Phil underscores the importance of having knowledgeable expertise and a clear system of record when embarking on GIS projects in the pipeline industry. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions. 

The philanthropic spirit in West Texas is one of the most unique aspects of our region. Both individual and corporate partnerships make our nonprofits stronger and enhance their ability to make real change in the lives of our clients. Today, we welcome Jay Whitlow to the State of the Nonprofits. Jay is a part of the team at Performance Chemical Company, where they are taking corporate partnerships to a whole new level.         In this Episode:   Performance Chemical Company (PCC) provides support for the Oil and Gas Industry in the Permian Basin. Our customized products and services are valuable to the following areas: Water treatment, Production, Midstream, and Saltwater disposals. For more information visit https://www.perf-chem.com/  The Catwalk Podcast is hosted by Jay Whitlow. https://www.youtube.com/@thecatwalkshow  Interested in connecting with Jay? Click here.   MSS is proud to be a partner with ⁠Pioneer Natural Resources⁠. With Pioneer's partnership, we are working to create impact in our nonprofit community with programs like State of the Nonprofits, IT Services and more.          "State of the Nonprofits" is a program of MSS produced in partnership with the⁠ Recording Library of West Texas⁠.   

This episode is presented by Carolina Readiness Supply –  "Don't Change Horses in Midstream" was a fake political ad in the 1997 comedy Wag the Dog. At a fundraiser for Joe Biden last night, Barack Obama echoed the parody with a call for supporters to "Stay with what works." Subscribe to the podcast at: https://ThePeteKalinerShow.com/  All the links to Pete's Prep are free: https://patreon.com/petekalinershow  Please note: Google Podcasts are merging into YouTube Music. See details here.Get exclusive content here!: https://thepetekalinershow.com/See omnystudio.com/listener for privacy information.

Today we had the honor of hosting Mike Wirth, Chairman and CEO of Chevron. Mike's journey at Chevron began as a design engineer in 1982 and since then, he has held senior leadership roles in several divisions of the company. Most recently, Mike served as the Vice Chairman of the Board of Directors and as Executive Vice President of Midstream and Development before assuming his role as CEO in 2018. Beyond his role at Chevron, Mike is engaged in industry advocacy and global initiatives, serving on the board of directors of Catalyst, as an Executive Committee Member of the American Petroleum Institute, and as an Executive Committee Member of the World Economic Forum International Business Council, among other notable roles. With CERAWeek in full swing in Houston, we were fortunate to sit down with Mike to explore the current energy landscape, global energy dynamics, the future of energy, and of course, activity at CERAWeek. In our conversation with Mike, we discuss the changing tone and focus of energy conversations and the pragmatic and realistic tone at CERAWeek, Mike's background in engineering and its influence on his leadership style and decision-making processes, the importance of understanding customer needs and preferences in the energy sector, and the evaluation of investments that rely on subsidies. Mike shares his perspective on the integration of cultures during mergers and acquisitions, the importance of fostering collaboration and alignment while preserving the strengths of acquired companies, the future of exploration in meeting global energy needs, the evolution of shale innovation, current geopolitical risks, trends in government intervention, inflationary pressures, energy access in developing countries, and his perspective on recent developments surrounding Chevron's acquisition of Hess Corporation. We discuss corporate net zero pledges and the often underestimated complexities involved, the overall desirability of more engineers and more problem-solving thinking, the evolving power landscape, Chevron's capabilities in lower carbon energy and technologies, America as an energy superpower and how to maintain that status, and much more. We had a great visit with Mike and can't thank him enough for his time and thoughtfulness. He is an exceptional spokesman for sound energy thinking. To start the show, Mike Bradley shared his thoughts on three key events this week. Regarding CERAWeek 2024 where Veriten is an industry partner (details here), he noted themes are focused on AI, electricity, energy transition, hydrogen and permitting, with AI and electricity being mentioned in just about every conversation. US power needs are being underestimated and the energy transition discussion seems to be turning much more pragmatic. NVIDIA introduced its newest processor (Blackwell) at their conference on Monday. Expectations for NVIDIA and tech stocks were extremely elevated heading into the conference. The third key event is Wednesday's FOMC Meeting. Mike noted that it's virtually guaranteed the FED will keep rates unchanged given recent inflation stats printed on the hot side. Markets will be focused on Chairman Powell's comments which could provide a clue on the number of future rate cuts. On the commodity front, last week was the first weekly close for WTI above $80/bbl since November 2023. WTI trades at ~$83/bbl as US crude oil inventories declined last week and will be drawing in the weeks ahead. He also noted that Gunvor indicated this week that Ukrainian drone strikes have damaged ~600kbpd of Russian refineries, which has strengthened crude oil and product markets. WTI time spreads continue moving steeper into backwardation, and if WTI holds above its $80/bbl support, it could reverse extreme “bearish” oil trader sentiment. He ended by noting that energy as a percentage of the S&P 500 should increase given that energy transition conversation is turning much more pragmatic, that global e

It was our privilege today to welcome Paul Dabbar, CEO of Bohr Quantum Technology. In addition to his position at Bohr, Paul is a Senior Research Scholar and Distinguished Visiting Fellow at Columbia University's Center on Global Energy Policy, a member of the Council on Foreign Relations, a Board Member of Dominion Energy, and a Contributor to the Wall Street Journal. Paul's distinguished career in the energy sector spans several significant roles including his tenure as the Under Secretary for Science at the US Department of Energy from 2017 to 2021. Prior to that, he held senior finance and strategy roles at JP Morgan and he is also a nuclear marine officer and graduate of the US Naval Academy. We were delighted to visit with Paul. Our discussion centered on a recent piece Paul wrote for the Hoover Institution entitled “US Energy Superpower Status and a New US Energy Diplomacy” (linked here). The report examines how US energy diplomacy should shift to a more positive and powerful tone given the country's achievements in the industry in the past decade and its newfound status as the global energy superpower. In our conversation with Paul, we cover key themes from his report, the concept of an “all of the above” energy policy and the importance of balancing energy production, prices, emissions, and national security, the potential for collaboration between the US, Canada, and Norway, anticipated growth in electricity demand, strategies for developing countries in meeting their energy demand while reducing reliance on coal, and the benefits of the US partnering with other countries in offering both traditional energy resources and new technologies with lower carbon intensity. We discuss whether explicit carbon reduction goals are necessary, the effectiveness of innovation-led strategy, the government's role in supporting energy innovation, national security concerns particularly with regards to importing EVs and other energy-related technologies, Paul's perspective on reforming the IRA, the coordination of energy policy across various government agencies, and much more. It was a wide ranging and fascinating discussion. Thank you for joining, Paul!  Mike Bradley kicked us off by discussing the February CPI report, noting it was hotter than expected but had little impact on broader energy markets. Bitcoin and broader energy markets continue to be in a “risk-on-mode” driven by consensus of a soft-landing U.S. economic scenario and seem less focused on interest rates and more focused on AI/big tech euphoria. WTI continues to be relatively rangebound, crude oil time spreads have pulled back modestly but still remain in steep backwardation, and OPEC reiterated its previous 2024 demand growth forecast of 2.2mmbpd. In natural gas, prompt and the 12-month natural gas strip have pulled back modestly, U.S. natural gas storage this week increased to >30% above normal, and lower 48 dry gas production has decreased due to continued producer cutbacks. Mike also highlighted Shell's upcoming Energy Transition Report, the UK's allowance for new natural gas generation into the 2030s, and that data centers are desperate for power and could look at natural gas power generation as part of their power mix. He mentioned the EQT Corp and Equitran's Midstream merger and suggested that U.S. natural gas demand estimates may be underestimated given data center and C&I growth. Arjun Murti built on the themes Mike raised and emphasized the need for a healthier energy evolution that aligns policies with the necessity of meeting unmet energy needs while addressing environmental concerns and the evolving role of traditional energy in power generation. We hope you all enjoy the discussion as much as we did. Our best to you all!

The energy transition requires the mobilization of vast amounts of capital. It affords huge opportunity but also risks. The technological pathways, policy support and geopolitics are uncertain and volatile. How can these risks be managed? And opportunities be captured? In this episode, we go into the world of private equity and the thinking and strategies needed to participate in the most profound economic restructuring in modern times. Our guest is John Skrinar, partner at Cresta Fund Management, a mid-market infrastructure fund, investing in the energy transition.To find out more on HC Group visit: www.hcgroup.global