Energy Podcast: Insights into energy sector performance and outlook for the second half of 2024

In this month's energy podcast, Senior Portfolio Manager, Rob Thummel, discusses:S&P climbing 15% and the energy sector standing out, led by strong gains in infrastructureOil prices rising 6% in June and natural gas surging 48% amid production adjustments and demand spikesEnergy infrastructure stocks showing resilience with improved fundamentalsOPEC+'s decision to extend production cuts and the operational launch of the Mountain Valley PipelineCheniere Energy continuing robust capital allocation strategy with 15% dividend increase and $4 billion stock buybackDownload Transcript