WILLIAMS COMPANIES FIRESIDE CHAT RECAP The Street is bullish on The Williams Companies, Inc. (NYSE: WMB), and we concur. The market’s favorable sentiment is captured by the title of Barron’s recent article “Williams Is No AI Pipe Dream. The Stock Is A Winner”. On July 7, we hosted a Fireside Chat with John D. Porter, Executive Vice President and Chief Financial Officer of The Williams Companies. Williams operates more than 33,000 miles of pipeline and delivers roughly one-t

Since the signing of a Memorandum of Understanding (MoU) between the U.S. and Iran, energy stocks have given up most of their gains and oil prices have fallen precipitously from recent highs. Both parties agreed to a 60-day ceasefire to hammer out the details—they reported encouraging progress from last Sunday’s meeting in Switzerland with Vice President JD Vance and Iran’s minister of foreign affairs, Abbas Araghchi in attendance. After signing the MoU, oil has begun to flow

As of this writing, the blockade of the Strait of Hormuz continues with little sign of reopening. President Trump’s May 13–15 visit to Beijing with President Xi Jinping seemingly produced few tangible results. Despite both sides calling for a rapid reopening, there was no sign of a breakthrough between the two superpowers on how to achieve that. Both leaders agreed that the Strait of Hormuz must remain open to support the free flow of energy. President Xi also reiterated Chin