Dec 03 2024 8 mins
This month, Senior Portfolio Manager James Mick covers key energy market updates:
- Market Performance: Strong sector gains.
- Trump’s Energy Policy: Deregulation, LNG growth, sanctions driving oil.
- Natural Gas Outlook: Higher LNG exports expected to benefit producers.
- Energy Tariffs: Proposed tariffs could raise U.S. refining costs.
- Quick Hits: OPEC+ cuts, Israel-Hezbollah ceasefire, ONEOK-Enlink buyout, DOE appointment.