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Energy market commentary: July 2019

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

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: July 2021

Capital discipline today could set up energy producers for solid cash flow in the future.

Energy market commentary: January 2020

The energy sector started off 2020 with a volatile January. Crude prices fell 15.6%, their worst month since May 2019. The Wuhan coronavirus roiled commodity markets in January. Impacts on demand have already been significant.

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: January 2021

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

Energy market commentary: February 2020

The energy sector continued its rocky start to 2020. Crude prices continued to fall and now sit 27% lower than at the start of the year. Uncertainty has taken over markets, presenting challenging headwinds for commodities and energy markets.

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.
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