Energy Podcast: Q3 performance, geopolitical impacts & the rising electricity demand

Tortoise Capital QuickTake Podcasts

In this month's energy podcast, Matt Sallee dives into the latest trends shaping the energy sector:

  • Strong Q3 Gains: Midstream and utilities are seeing solid performance, with rising demand for natural gas and electricity.
  • Geopolitical Tensions: Crude oil prices are surging amid ongoing tensions between Israel and Iran.
  • Nuclear Energy Expansion: Constellation Energy reactivates Three Mile Island Unit 1, bringing 835 MW of carbon-free energy online—backed by Microsoft.
  • Electricity Demand Surge: AI and digital transformation are driving unprecedented electricity needs.
  • Corporate Developments: The latest M&A activities across the sector.

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