Tortoise Capital QuickTake Podcasts

Mar 04 2025 487 ep. 7 mins 95
Tortoise Capital QuickTake Podcasts artwork

Podcasts from Tortoise Capital

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Surging Natural Gas Prices, AI’s Power Play, and Evolving Tariffs

Mar 04 2025 7 mins  
This month, Senior Portfolio Manager Rob Thummel breaks down the latest energy market shifts:Performance: Natural gas prices surged 30%, driving sector gains despite broader market declines.AI’s Energy Impact: Big Tech’s projected $300B in 2025 capex, with utilities forecasting long-term growth.Capex Trends: Big Oil majors plan over $100B in 2025 capital spending.LNG Boom: U.S.

AI-Driven Energy Growth, Natural Gas Investments, and Trump’s Tariff Impact

Feb 04 2025 7 mins  
This month, Senior Portfolio Manager Matt Sallee covers key energy market updates:Market Performance: AI-fueled energy demand drives infrastructure growth.Natural Gas Expansion: Major investments from Constellation, NextEra, and Chevron signal a shift toward gas-powered generation.Kinder Morgan’s Outlook: $3.3 billion in new natural gas pipeline projects, with demand forecasted t

2024 Energy Review: Record Growth and What’s in Store for 2025

Jan 07 2025 10 mins  
This month, Senior Portfolio Manager Brian Kessens shares these key insights:Energy Sector Recap: AI-driven growth with midstream performance surging by 44% as measured by the Alerian Midstream Energy Index.Trump’s Energy Agenda: Anticipated lighter regulations and a comprehensive energy strategyNatural Gas Demand Outlook: LNG exports, AI-powered data centers, and reshoring poise

November Energy Market Surges, Trump’s Policies, and Top Industry Moves

Dec 03 2024 8 mins  
This month, Senior Portfolio Manager James Mick covers key energy market updates:Market Performance: Strong sector gains.Trump’s Energy Policy: Deregulation, LNG growth, sanctions driving oil.Natural Gas Outlook: Higher LNG exports expected to benefit producers.Energy Tariffs: Proposed tariffs could raise U.S. refining costs.Quick Hits: OPEC+ cuts, Israel-Hezbollah ceasefire, ONE

Energy Podcast: October Market Momentum & Natural Gas Outlook

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 lagEnergy Gains: Energy stocks outperforming, infrastructure up 34% YTDEarnings Insights: Increased natural gas turbine orders driven by AINuclear Developments: Google and Amazon partner on Small Modular ReactorsNatural Gas Invest

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

Oct 08 2024 6 mins  
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

Energy Podcast: August insights - midstream gains, crude oil declines, and strategic acquisitions

Sep 04 2024 7 mins  
In this month's energy podcast, Senior Portfolio Manager, Brian Kessens, provides key insights into August’s market performance, covering:Mixed results driven by declining crude oil pricesStrong midstream earnings, with half of companies surpassing expectationsImproved drilling and oilfield service efficiency, even with fewer rigs in operationThe latest updates on M&A across the

Energy Podcast: Summer heat brings energy sector trends, midstream gains and other key developments

Aug 05 2024 8 mins  
In this month's energy podcast, Senior Portfolio Manager, James Mick, discusses:July market performance: drops in crude oil and natural gas, while the S&P Energy Select Sector Index and utilities performed wellMarket focus shifting from inflation to unemployment, affecting interest rate expectationsMidstream earnings slightly beating estimates, with strong free cash flowEnergy topi

Energy Podcast: Insights into energy sector performance and outlook for the second half of 2024

Jul 02 2024 8 mins  
In this month's energy podcast, Senior Portfolio Manager, Rob Thummel, discusses:S&P climbing 15% and the energy sector standing out, led by strong gains in infrastructureOil prices rising 6% in June and natural gas surging 48% amid production adjustments and demand spikesEnergy infrastructure stocks showing resilience with improved fundamentalsOPEC+'s decision to extend production

Energy Podcast: May brings strong returns, midstream fund flows, market insights & consolidation activity

Jun 03 2024 7 mins  
In this month's energy podcast, President of Tortoise, Matt Sallee, discusses:Strong May returns for energy infrastructure despite softening crude pricesResilient midstream sector with significant fund flows and stable valuationsPositive macro trends with moderate CPI growth and stable forward expectationsRecap of Q1 earnings, midstream performance, utilities growth, and consolidat