EPISODE · Jan 7, 2025 · 10 MIN
2024 Energy Review: Record Growth and What’s in Store for 2025
from Tortoise Capital QuickTake Podcasts · host Tortoise Capital
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 poised to boost demandUtilities on the Rise: Data center demand and EV adoptionQuick Hits: Record U.S. oil production, M&A moves, and midstream infrastructure investments.Download Transcript
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2024 Energy Review: Record Growth and What’s in Store for 2025
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