Tortoise Capital QuickTake Podcasts

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Podcasts from Tortoise Capital

  1. Kicking Off 2026: AI Capex, Infrastructure Gaps, and Energy M&A

    FEB 2

    Kicking Off 2026: AI Capex, Infrastructure Gaps, and Energy M&A

    This month, Head of Investments Matt Sallee covers key energy market developments: Market Performance: Energy leads the S&P; midstream delivers strong gains.Weather Impacts: Winter Storm Fern drives price spikes, production losses.Infrastructure Strain: PJM proposes reforms amid supply shortfalls.Capex Surge: AI demand fuels infrastructure, power, and gas pipeline growth.Earnings Season: Positive results from OFS, power turbine, and gas names.M&A: Devon and Coterra announce $58B merger in the Delaware Basin.Download Transcript

    8 min
  2. Venezuela Volatility, Energy Stock Strength, and the 2026 Outlook

    JAN 9

    Venezuela Volatility, Energy Stock Strength, and the 2026 Outlook

    This month, Senior Portfolio Manager James Mick recaps energy market performance and explores emerging themes for the year ahead: 2025 Recap: Energy equities ended strong despite a 20% drop in crude.Midstream & Majors: Outperformed as oil correlations continued to decline.Venezuela: Regime change raises questions—but infrastructure challenges remain.Geopolitics: U.S.–China tensions may flare over crude trade dynamics.2026 Themes: Humanoid robots, affordability concerns, and nuclear momentum.Download Transcript

    8 min

  3. 12/03/2025

    Midstream Gains, Gas Price Surge, and the DOE’s AI Bet

    This month, Senior Portfolio Manager Brian Kessens breaks down key energy sector themes: Market Moves: Energy and midstream outperform the S&P 500Natural Gas: Prices rise on colder weather expectations and controlled productionCrude Outlook: Brent as OPEC+ cuts kick inDOE & AI: AI project aims to fast-track energy innovationPermitting Shift: NE states greenlight long-stalled pipeline infrastructureDownload Transcript

    7 min
  4. Permian Resilience, AI Capex Surge, and Infrastructure Momentum

    11/10/2025

    Permian Resilience, AI Capex Surge, and Infrastructure Momentum

    This month, Senior Portfolio Manager Rob Thummel covers the latest market shifts: Market Recap: Energy dips while the S&P 500 hits near-record highsPermian Update: U.S. production grows despite weaker oil pricesEnergy Infrastructure: Positioned for long-term demand from AI and LNGAI Capex: Big Tech raises 2025 spending forecasts to $335BUtilities: Growth estimates climb with data center load forecastsPower Buildout: Behind-the-meter energy projects on the riseDownload Transcript

    7 min
  5. Natural Gas Storage, AI Megaprojects, and Energy Infrastructure IPOs

    10/06/2025

    Natural Gas Storage, AI Megaprojects, and Energy Infrastructure IPOs

    This month, Head of Investments Matt Sallee shares timely insights into the energy sector’s evolving landscape: Market Moves: S&P gains 8% in Q3; energy and utilities keep pace.Midstream Check: Trails early in Q3, rebounds to end slightly positive.Capital Markets: Energy infrastructure IPO activity gains traction.Strategic Deals: Sempra sharpens focus, secures $10B via asset sale.AI Infrastructure: Oracle and Stargate plans total over $800B in projects.Power Demand: 10 GW of new capacity targeted—nearly NYC’s peak usage.Download Transcript

    7 min
  6. Crude Volatility, AI Energy Demand, and Midstream M&A Momentum

    09/08/2025

    Crude Volatility, AI Energy Demand, and Midstream M&A Momentum

    This month, Senior Portfolio Manager James Mick covers key energy developments: Market Performance: Energy equities stay resilient despite crude and gas weaknessMidstream Activity: Strategic M&A gains steam in the PermianNatural Gas Buildout: Project momentum grows with new pipelines and power demandCapex Outlook: Sector investment ramps to support AI-driven energy useAI Infrastructure: Nvidia forecasts $3–4T in AI-related capex through 2030Listen in for a timely market update and energy sector insights. Download Transcript

    8 min
  7. Oil Strength, Midstream Momentum, and Data-Driven Demand

    08/05/2025

    Oil Strength, Midstream Momentum, and Data-Driven Demand

    This month, Senior Portfolio Manager Brian Kessens highlights key themes driving the energy sector: Market Performance: Utilities lead; energy and power sectors outperform.Midstream Earnings: Beats from TC Energy, Enbridge; guidance trending higher.Capex Outlook: Project pipeline accelerating with stronger permitting support.M&A Activity: MPLX and Baker Hughes expand strategically.Upstream Trends: More output with less capex; Haynesville picks up steam.Power Constraints: Utilities stress grid buildout as AI load growth continues.Listen in for a timely market update and energy sector insights. Download Transcript

    7 min
  8. Oil Volatility, AI-Driven Demand, and Evolving Infrastructure Trends

    07/01/2025

    Oil Volatility, AI-Driven Demand, and Evolving Infrastructure Trends

    This month, Senior Portfolio Manager & Market Strategist Rob Thummel shares timely insights on: Sector Performance: Utilities and midstream remain standoutsGeopolitical Risk: Iran-Israel tensions drive sharp swings before stabilizingDemand Shift: Why electricity is the new oilCapex Highlights: Meta’s new Ohio data centerCorporate Moves: Cheniere’s LNG capcacity & Plains' $3.75B saleM&A Buzz: Shell–BP mergerListen in for a pulse check on the energy market and implications for investors. Download Transcript

    7 min
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