This week, Senior Portfolio Manager Brian Kessens discusses the Tortoise what moved and what stayed the same for energy markets in Q2. Despite commodity volatility and geopolitical shocks, we believe energy may continue to present opportunities for investors in 2026 and beyond.
Here’s what you’ll learn:
- Why the S&P 500 remained relatively flat in July and how the broader energy sector performed
- Why crude oil prices aren’t higher after the Iran conflict hit its sixth month and flows through the Strait of Hormuz continually standstill
- How pipeline earnings are beginning to shake out and a few initial takeaways
- What Williams sold 49% of their Power Innovation project portfolio for and our long-term read on what that could mean
- Why capital allocation into energy and utilities remains strong and what that all means for portfolios moving forward
Watch it now to help keep you and your clients on top of current events.
Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
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