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Energy market commentary: March 2020

Markets plunged in March, with energy leading the way down. Crude prices fell more than 5% due to a dual supply and demand shock. With global economies at a standstill and the world awash with oil, the market appears to be in a holding pattern.

Energy market commentary: March 2019

March closes out a stellar Q1 for energy | Is there still upside for midstream?

Energy market commentary: March 2018

While business fundamentals for the energy sector remain generally supportive, investor sentiment, especially for MLP and midstream equities, remains particularly negative. This has resulted in historically cheap valuations for energy infrastructure.

Energy market commentary: March 2021

Energy finished off a stellar Q1 as midstream took the lead in March.

Energy market commentary: June 2020

Concerns over spikes in COVID-19 cases weighed on energy sentiment in June. As global crude supply remains muted, further recovery in oil prices hinges on the return of demand in the U.S., the world’s largest energy consumer.

Energy market commentary: June 2019

The energy sector rebounded in June alongside crude oil and broader equity markets. OPEC+ agreed to extend production cuts into 2020, a positive tailwind for crude prices.

Energy market commentary: June 2018

Energy sector on solid footing. Oil price fundamentals remain supportive for midstream.

Energy market commentary: June 2021

Strong performance has led to inflows into energy funds, both for traditional energy and renewables.

Energy market commentary: July 2020

The rebound in energy markets has sputtered over the past two months. Global crude production is likely to increase in the coming months, which could test oil prices previously stabilized by unprecedented supply cuts.

Energy market commentary: July 2019

Crude flat as energy market seeks direction | How passive investing impacts the midstream sector
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