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

from Tortoise Capital QuickTake Podcasts · host Tortoise Capital

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

Episode metadata supplied by the publisher feed · Published Sep 8, 2025

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

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