Episode Notes
This month, Senior Portfolio Manager James Mick breaks down key energy market themes:
- Market Performance: Natural gas up 7.4%, energy stocks rise.
- Tariff Talk: New U.S. tariffs spark inflation concerns.
- Energy Strategy Shift: Reshoring boosts U.S. energy momentum.
- Crude Snapshot: OPEC+ supply moves and sanctions pressure oil supply.
- Quick Hits: Gas inventories fall, prices swing 70%, and inflation escalators in play.
Listen in for a breakdown of how policy shifts and market forces are shaping the energy landscape.