Nov 04 2024 6 mins
In this month's energy podcast Senior Portfolio Manager, Rob Thummel, discusses:
- Market Performance: S&P 500 hits an all-time high; energy and real estate lag
- Energy Gains: Energy stocks outperforming, infrastructure up 34% YTD
- Earnings Insights: Increased natural gas turbine orders driven by AI
- Nuclear Developments: Google and Amazon partner on Small Modular Reactors
- Natural Gas Investment: Evergy invests $2 billion in new plants for future electricity needs