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Energy market commentary: July 2018

Despite a moderate decline in oil prices, July was another positive month across the energy sector. Midstream equities were the top performers for the month, with MLPs in particular rallying. A revised regulatory ruling from FERC contributed to a positive backdrop for the midstream sector.

Energy market commentary: January 2021

January marked a strong start to 2021 for the energy sector.

Energy market commentary: January 2019

Energy markets recovered meaningfully as oil prices bounced back from December lows. Oil prices were supported by OPEC+ production cuts and U.S. sanctions on Iran and Venezuela. The wave of MLP simplifications is in its later stages and may be a positive for investors going forward.

Energy market commentary: January 2018

The fundamental conditions for the Energy sector have generally strengthened over the past year and this may have positive implications for investors in the sector.

Energy market commentary: February 2021

Energy was the top-performing sector in the S&P 500 for the second consecutive month.

Energy market commentary: February 2019

Energy markets continued to bounce back from Q4 lows. Oil prices rose moderately as OPEC has started to implement planned production cuts. Q4 midstream earnings were generally solid and investors may finally be getting comfortable with the space.

Energy market commentary: February 2018

Supply/demand balances are on healthy footing, oil prices have risen, North American assets are among the most globally competitive at current oil prices, and valuations for energy companies appear attractive relative to the broader market.

Energy market commentary: December 2020

Energy ended the year on a high note but still endured one of its worst years on record in 2020.

Energy market commentary: December 2018

Energy markets declined sharply as oil prices fell and equity markets sold off. Crude oil fell another $5.26/bbl amid continuing concerns of a supply glut. The recent energy sell-off has pushed midstream valuations to multi-year lows.

Energy market commentary: August 2021

Green hydrogen may be a long way off, but could be the wild card in decarbonization.
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