Podcasts about Midstream

In this episode, Paul learns what it's like to work at an energy company with Justin Valencia and Brittany Williams, both of whom work for the Chevron Corporation at their refinery in El Segundo, CA. Justin has a background in mechanical engineering, and is the Technology & Innovation Manager for Downstream, Midstream, and Chemicals. Brittany has a background in chemical engineering, and is a Short Range Process Engineer. During the interview, Justin and Brittany describe what their day-to-day work is like at a refinery. They discuss the various activities engineers are engaged in at the refinery and throughout Chevron's many other operations. And finally, Justin and Brittany discuss how engineering students can better prepare themselves for a career at an energy company like Chevron. Chevron Corporation website: www.chevron.com  Chevron Corporation YouTube channel: www.youtube.com/chevron    Have comments about this episode? Send your feedback to TESEpodcast@gmail.com and Paul will personally read your email. Episode produced and edited by Paul Nissenson. Recorded on August 21, 2025 at the Chevron refinery in El Segundo, CA.

VettaFi Head of Energy Research Stacey Morris joined Steve Darling from Proactive to share her insights on the outlook for the midstream energy sector as 2025 nears its end. Morris began by defining midstream companies as the “logistics arms of the energy space,” explaining that they are primarily responsible for transporting, storing, and processing energy commodities such as oil, natural gas, and natural gas liquids. She emphasized that midstream operators are typically structured around a fee-based business model, which allows them to generate stable and predictable cash flows regardless of commodity price volatility. Morris highlighted that free cash flow generation remains a cornerstone strength across the midstream sector. This consistent financial performance has enabled companies to return significant capital to shareholders through dividend growth and share buyback programs, reinforcing investor confidence. “The free cash flow theme is very much still intact for this space,” she noted, underscoring the resilience of the sector even amid shifting market dynamics. A major growth catalyst for midstream companies, Morris said, is the rapidly increasing global demand for natural gas. She pointed out that U.S. liquefied natural gas (LNG) export capacity is expected to expand by 80% by 2030, driven by large-scale projects that are already under construction. This export boom is being complemented by rising electricity demand within the U.S., much of which is anticipated to be powered by natural gas—a trend that could further bolster throughput volumes and revenue opportunities for midstream firms. Morris also cited a more favourable U.S. regulatory environment under the current administration as a supportive factor, noting that policymakers appear more receptive to new pipeline construction and LNG infrastructure expansion. This regulatory backdrop is helping reduce permitting hurdles and enabling companies to advance long-term capital projects that can drive growth. For European investors seeking to gain exposure to this resilient part of the energy market, Morris highlighted the American Midstream Energy Dividend UCITS ETF as a potential vehicle. She said the ETF can serve multiple purposes within a portfolio, including providing consistent income through dividends, offering defensive exposure to the energy sector, and delivering diversification benefits compared to traditional European energy majors such as Shell and BP. #proactiveinvestors #MidstreamEnergy #EnergyETF #NaturalGasDemand #StaceyMorris #EnergyInfrastructure #AlerianETF #OilPrices #LNG #InvestorInsights #CommodityMarkets #EnergyMarketUpdate #DefensiveInvesting #ProactiveInvestors

This month, Senior Portfolio Manager James Mick covers key energy developments:Market Performance: Energy equities stay resilient despite crude and gas weaknessMidstream Activity: Strategic M&A gains steam in the PermianNatural Gas Buildout: Project momentum grows with new pipelines and power demandCapex Outlook: Sector investment ramps to support AI-driven energy useAI Infrastructure: Nvidia forecasts $3–4T in AI-related capex through 2030Listen in for a timely market update and energy sector insights.Download Transcript

American Resources Corp CEO Mark Jensen joined Steve Darling to announce that its subsidiary, ReElement Technologies Corporation, has signed a Memorandum of Understanding with Principal Mineral Co. Inc. to co-develop what is set to become the most advanced rare earth production capability in the United States. The agreement outlines a plan to integrate separation, fluoride production, and metallization into a singular, streamlined process under one roof—creating a world-leading midstream platform that is both highly flexible and extremely efficient. According to Jensen, this new capability is designed to bolster U.S. defense readiness, strengthen supply chain resilience, and expand domestic rare earth production capacity, all of which are critical to national security and industrial growth. Under the MOU, the two companies are considering several co-location sites, including ReElement's existing supersite in Marion, Indiana, Principal Mineral's critical minerals campus in Camden, South Carolina, and additional potential facilities currently under review. The combined facility will leverage each partner's strengths with ReElement Technologies contributing its ability to produce ultra-high purity separated rare earth oxides from both recycled sources and mined feedstocks. Principal Mineral will provide downstream capabilities in producing rare earth fluorides and metals, with a particular focus on serving the U.S. defense sector and other industrial applications. This strategic integration of the full midstream value chain—from recycled and mined raw materials, to high-purity fluoride, to finished metals—into a single U.S.-based facility represents a groundbreaking step in reshoring and advancing America's rare earth independence. By co-locating operations, the companies expect to achieve greater efficiency, reduce costs for customers, and eliminate key processing bottlenecks that have historically slowed the U.S. rare earth supply chain. Jensen emphasized that this collaboration is not only about commercial opportunity but also about advancing national priorities, ensuring that critical materials are processed and secured domestically. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #SustainableMining, #MineralRefining, #RecyclingInnovation, #CriticalMinerals, #RareEarthRecycling, #EVRecycling, #BatteryRecycling, #princialminerals #adamjohnson

Now that we're more than six months into Trump 2.0, comparisons with Trump 1.0 are spreading. For energy investors, Trump's first term was a huge disappointment compared with the high expectations held by many when he took office. A year ago, as investors pondered the impact of a Kamala Harris presidency, we were often asked […]

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Adam Hirschfeld, SVP of Workrise, to discuss the evolving landscape of the oil and gas industry. They dive into the impact of AI on energy demand, the challenges of permitting reforms, and the future of natural gas, microgrids, and decentralized grid management. Adam also shares insights into the growing role of midstream infrastructure, the shift towards AI-driven data centers, and how the energy sector is adapting to meet the increasing demand, all while navigating regulatory hurdles and workforce challenges.While we evaluate oil and gas deals at Sandstone and Energy News Beat, E&P operators doing the work rely on Workrise to help get the projects moving on time and on budget. We hear great things from our oil and gas companies about their performance and hard work in keeping project deadlines.This is an unsung and often overlooked critical cog in the Energy Dominance push by the Trump adminstration.Connect with Adam on his LinkedIn: https://www.linkedin.com/in/adam-hirschfeld-09403ba/Check out Workrise: https://www.workrise.com/Huge Guests Covering Energy DominanceWe have some great guests lined up, and we are planning a trip to Washington, DC. We'll keep you posted as we finalize the details with our guests and other podcasters.I've just interviewed Ron Gusek, CEO at Liberty Energy, and I'm also interviewing General Flynn on September 3rd, among others we have lined up. We have arranged for 10 books and 10 movies of the General Flynn movie to give away to listeners in a contest that we will start on Sunday.Highlights of the Podcast 00:00 - Intro00:00:41 – Workrise and Its Role in the Industry01:34 – AI's Impact on the Industry02:19 – The Growing Demand for Natural Gas and Energy04:13 – Behind the Meter Power Generation and Midstream Challenges06:11 – The Changing Energy Landscape08:11 – Challenges in the Supply Chain10:32 – The Shift Towards Localized Power Generation12:09 – The Role of People in the Energy Industry14:36 – Regulatory Challenges16:43 – California's Energy Crisis18:55 – Preparing for Future Energy Demands20:25 – Securing the Future of U.S. Energy22:57 – Adam's Final Thoughts23:15 – How to Connect with Adam HirschfeldCheck out the full transcript at https://theenergynewsbeat.substack.com/

This episode of the Oil & Gas Measurement Podcast features an interview with Landen Beckham from e9 Treatments. The discussion centers on e9's molecular coating, which is designed to reduce buildup and fouling on oil and gas measurement equipment, and how it can extend the operational life of meters. The conversation covers the benefits of this treatment, with a focus on its application for mag meters, Coriolis meters, and provers. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.

EXCLUSIVE BROESKE & MUSSON INTERVIEW: Andy Walz, President of Downstream, Midstream and Chemicals for Chevron talks live on California energy policy and the impact of refinery closures. Please Like, Comment and Follow 'Broeske & Musson' on all platforms: --- The ‘Broeske & Musson Podcast’ is available on the KMJNOW app, Apple Podcasts, Spotify or wherever else you listen to podcasts. --- ‘Broeske & Musson' Weekdays 9-11 AM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Facebook | Podcast| X | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

KMJ Listeners weigh in on the state of California's high gas prices, taxes and roads on the heels of Andy Walz/President of Downstream, Midstream and Chemicals for Chevron interview on KMJ. Please Like, Comment and Follow 'Broeske & Musson' on all platforms: --- The ‘Broeske & Musson Podcast’ is available on the KMJNOW app, Apple Podcasts, Spotify or wherever else you listen to podcasts. --- ‘Broeske & Musson' Weekdays 9-11 AM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Facebook | Podcast| X | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Jim Bertram - Chair of Keyera Corp - a TSX listed midstream company with a market cap of approximately $10 billion. Mr. Bertram was also the President and Chief Executive Officer of Keyera from 1998 until 2015 when he became Executive Chair. During this time, Mr. Bertram led the company in significant growth and major acquisitions while enabling consistent delivery of value to customers and shareholders. Previously, Mr. Bertram was Vice President of Marketing for Gulf Canada Ltd. and Vice President of Marketing for Amerada Hess Canada Ltd. Mr. Bertram is a director of Methanex Corporation, the world's largest producer and supplier of methanol to major international markets. Mr. Bertram joined the Emera Board as a Director in 2018. He is a member of the Management Resources Compensation Committee and the Nominating and Corporate Governance Committee. Mr. Bertram received his Bachelor of Commerce from the University of Calgary.Among other things we learned about Building Canadian Infrastructure, Keyera Origins & Creating Value in Midstream.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

We are back on the road this week for an exciting visit with Emily Morris, CEO and Founder, and Tom Cuthbert, CTO, of Emrgy. Our team traveled to one of Emrgy's hydropower facilities on Colorado's Front Range to see their technology up close and in action before sitting down for a hydropower focused discussion. Emily founded Emrgy in 2014 and brings 15 years of experience in emerging hard tech development. Before launching Emrgy, she managed multi-million dollar federal contracts at AMT, bringing innovative technologies from ideation to commercialization. Tom joined Emrgy in 2020 after serving in several leadership roles at GE, most recently as CTO of Energy Storage for GE Renewable Energy. He has more than 20 years of experience in technology development across the automotive, rail, and energy sectors. Emrgy delivers low-cost power generation through innovative hardware and software that integrates seamlessly into existing water infrastructure. The company enables their customers to monetize previously unrealized energy assets, without anchoring or modifying their infrastructure. We were thrilled to visit with Emily and Tom and see Emrgy's technology in action. In our conversation, we discuss the current state of hydropower, including the regulatory and environmental challenges near federally protected natural waterways and the shift from traditional to modern approaches. Emily shares the origin of Emrgy's technology and its evolution from a defense application to commercial energy. Tom details Emrgy's hydrokinetic turbines, which can be deployed in existing water infrastructure with minimal impact and high adaptability. We explore the vast water infrastructure network and market opportunity, with over two million miles of canals globally, along with recent advances in power electronics and regulations that enable deployment. We explore the environmental and operational advantages of hydropower, the predictable power output made possible by controlled water flows, and applications across rural and urban water infrastructure. We cover Emrgy's dual monetization model (power generation and water conservation), project economics, cost-reduction targets, and speed-to-market advantages. We discuss regulatory pathways, including engagement with the Bureau of Reclamation and local water districts, incentives from the OBBB and other federal programs, and the market opportunity within aging water infrastructure. We also examine the speed of deployment and preference for incremental rollouts, interest from hyperscalers driven by power and water needs, permitting challenges near federally protected waterways, the benefits of co-locating with water infrastructure, and the advantages of innovating as a small company versus large incumbents. We end by taking a look at Emrgy's technology and discussing the rising value of water, hydropower's potential to generate hundreds of megawatts of renewable baseload power, the growing importance of decentralized energy systems near load centers, the long-term outlook, and more. We greatly enjoyed the discussion. Mike Bradley kicked things off by noting that bond markets are trading sideways this week after a tumultuous week last week, which saw a Nonfarm Payrolls report print well below expectations and sent bond yields plummeting (10-year yield trading today at 4.2%). On the broader U.S. equity market front, the S&P 500 seems to be meandering so far this week after last week's Nonfarm Payrolls report pushed it down a couple of percent. While most of the Mag 7 Big Tech companies have reported Q2 results, plenty of S&P 500 companies still have earnings to release. Turning to energy equities, most Oil Service Companies have reported Q2 results, and 2H25 guidance has been adjusted lower, mostly due to rising service cost deflation. This week's energy earnings will be concentrated on E&Ps, Midstream, and Electric Utilities. Mike also highlighted Brookfield's $6 bil

This month, Senior Portfolio Manager Brian Kessens highlights key themes driving the energy sector:Market Performance: Utilities lead; energy and power sectors outperform.Midstream Earnings: Beats from TC Energy, Enbridge; guidance trending higher.Capex Outlook: Project pipeline accelerating with stronger permitting support.M&A Activity: MPLX and Baker Hughes expand strategically.Upstream Trends: More output with less capex; Haynesville picks up steam.Power Constraints: Utilities stress grid buildout as AI load growth continues.Listen in for a timely market update and energy sector insights.Download Transcript

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.

Fritz Curtis (Head of Distribution) & Mike Cerasoli (Portfolio Manager of Energy Infrastructure) from Eagle Global Advisors, a Houston based RIA specializing in Oil & Gas and Energy Infrastructure, join the podcast to take a deep dive on the midstream space, data center development, and how they both will impact power demand, natural gas demand, and ultimately the Minerals & NonOp space. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

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) […]

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 […]

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 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. 

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.