Tortoise Capital QuickTake Podcasts

Here’s what you’ll learn: Why energy has held up: Even as oil prices and interest rates moved higher. What’s pressuring global oil and LNG: Geopolitical disruptions continue to reshape supply. Why diesel prices are climbing: And why an export ban could have unintended consequences. What could slow data center growth: Grid constraints and permitting challenges are creating hurdles. Why natural gas...

Here's what you'll learn: What August performance tells us about energy markets: How crude oil, natural gas, energy equities, midstream and utilities performed during the month What the new Fed chair could mean for markets: How Kevin Warsh’s more hawkish tone around inflation and interest rates is influencing market expectations Why markets can be streaky: What the Kansas City Chiefs’ turnaround c...

Here’s what you’ll learn: How the Tortoise AI Infrastructure ETF (TCAI) has performed in its first year and what’s behind its strong growth in assets and flows Why AI infrastructure extends beyond semiconductors and software and the role energy, electricity and digital infrastructure play in powering AI How TCAI identifies the “picks and shovels” of AI infrastructure across data centers, power gen...

Here's what you'll learn: Why the S&P 500 remained relatively flat in July and how the broader energy sector performed Why crude oil prices aren't higher after the Iran conflict hit its sixth month and flows through the Strait of Hormuz continually standstill How pipeline earning are beginning to shake out  and a few initial takeaways What Williams sold 49% of their Power Innovation project portfo...

Here's what you'll learn:  How the global AI race will fuel energy demand for many years in what we are calling "the age of electricity"  Why natural gas is poised to be the biggest near-term winner for energy  What additional forms of energy, like nuclear, are contributing to worldwide energy demand  How U.S. energy security continues to create growth opportunities for many companies operating ac...

Here's what you'll learn:  What’s driving recent volatility in AI infrastructure stocks: Why interest rates, capital markets activity, and investor positioning have pressured the sector.  Why AI spending remains a powerful growth driver: How hyperscaler capital expenditures continue to rise, supporting long-term demand across the AI infrastructure value chain.  Where AI’s next infrastructure bottl...

From what drove energy markets in May (and what didn't) to earnings season insights, oil market developments, AI-driven power demand, and key themes to watch this summer, Brian recaps the month of May in energy.  Here's what you'll learn: How energy performed in May: Why easing geopolitical tensions and lower oil prices weighed on energy stocks despite the sector’s strong year-to-date performance....

Here's what you'll learn: Why natural gas demand may continue rising: From LNG exports to AI adoption and electrification trends What pipeline constraints are signaling: How the growing need for infrastructure can support U.S. production How AI is reshaping power demand: As more data centers arise, so does the need for reliable, around-the-clock electricity What’s supporting the AI infrastructure...

Here's what you'll learn: Why crude markets may be too complacent: Which forward prices may not be reflecting tightening fundamentals What inventory data is signaling: The counter-seasonal draws and record exports reducing supply What’s happening with reserves: The Strategic Petroleum Reserve is trending toward historically low levels What’s driving volatility: Continued geopolitical happenings an...

Here's what you'll learn: What’s the latest in the Middle East: Escalating tensions, vessel seizures, and military activity are driving continued uncertainty What oil markets are signaling: Prices may not fully reflect the scale of supply loss and inventory drawdowns What the supply math looks like: Lost barrels, limited bypass capacity, and SPR releases are tightening global balances What resolut...

Here’s what you’ll learn:   What’s the latest in the Middle East: How a fragile ceasefire and restricted Strait of Hormuz access are shaping global energy flows. What the crude curve is signaling: Is the market underpricing risk despite ongoing supply disruptions? What’s driving supply dynamics: How SPR releases are masking tighter underlying fundamentals. Why natural gas is diverging: What’s behi...

Here's what you'll learn:   How is ceasefire uncertainty impacting oil markets: Shifting conditions in the Strait of Hormuz are driving ongoing volatility  When could oil markets normalize: Futures suggest prices may stabilize over time, but timing remains uncertain  Why is energy leading the S&P 500: Strong fundamentals and demand highlight the sector’s resilience  What role does infrastructure p...

Here's what you'll learn: How this has been 'one of the most interesting' months in 20+ years for Brian Kessens: Headlines highlight the disruptions to crude, but recent events have impacted energy supplies almost entirely across the board. What this might mean for stock prices: Not surprisingly, energy stocks have moved higher over the past month, but some may have even expected more. That's why...

Here’s what you’ll learn: How are Strait of Hormuz disruptions impacting oil: Supply constraints are driving sharp price increases Why is the Brent-WTI spread widening: Strikes on Kharg Island are pushing global prices higher than U.S. benchmarks What makes Kharg Island critical: Nearly 90% of Iran’s exports flow through this key chokepoint Why are global LNG prices rising faster: Import reliance...

Here’s what you’ll learn:  How are infrastructure attacks impacting markets: Terminals, refineries, and LNG facilities are being hit, increasing volatility.  Why are global prices diverging: International crude and products are surging while U.S. prices remain more stable.  How could LNG disruption affect supply: Major facility damage could take years to repair, tightening markets.   Why might the...

Here's what you'll learn: Heightened volatility: Oil prices are reacting quickly to geopolitical headlines and uncertainty.   Risk premium emerging: Markets may begin pricing in a geopolitical risk premium for oil.   Strait of Hormuz disruption: Any sustained closure could significantly tighten global oil supply.   U.S. advantage : Low domestic natural gas prices may benefit U.S. refiners and petr...

This month, Senior Portfolio Manager Rob Thummel and Research Analyst Hunter Wilcox highlight key themes shaping the energy sector: Market Performance: Energy leads as oil prices climb. HALO Trade: Infrastructure assets gain investor attention. Power Demand: AI data centers drive new energy needs. Pipeline Growth: Behind-the-meter power projects expand. LNG Momentum: Volume growth and capital retu...

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: Posit...

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 ov...

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

This month, Senior Portfolio Manager Rob Thummel covers the latest market shifts: Market Recap: Energy dips while the S&P 500 hits near-record highs Permian Update: U.S. production grows despite weaker oil prices Energy Infrastructure: Positioned for long-term demand from AI and LNG AI Capex: Big Tech raises 2025 spending forecasts to $335B Utilities: Growth estimates climb with data center load f...

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 Infrastruc...

This month, Senior Portfolio Manager James Mick covers key energy developments: Market Performance: Energy equities stay resilient despite crude and gas weakness Midstream Activity: Strategic M&A gains steam in the Permian Natural Gas Buildout: Project momentum grows with new pipelines and power demand Capex Outlook: Sector investment ramps to support AI-driven energy use AI Infrastructure: Nvidia...

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...