Tortoise Capital's Rob Thummel: We expect oil to be oversupplied in the second half of the year

As mentioned, oil prices are climbing as Ukraine war escalations raise questions over the resilience of Russian supplies. This as a group of OPEC plus members are due to meet and assess market conditions this coming weekend. Tortois Capital portfolio manager Rob Thumbl joins us now.So, does this change at all the thesis on oil. >> No, I don't think so. Sarah, I we we think that the oil market will be over supplied in the second half of the year.And so we'll see oil prices just continue to decline uh and and ...