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

EPISODE · Oct 8, 2024 · 6 MIN

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

from Tortoise Capital QuickTake Podcasts · host Tortoise Capital

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 Mile Island Unit 1, bringing 835 MW of carbon-free energy online—backed by Microsoft.Electricity Demand Surge: AI and digital transformation are driving unprecedented electricity needs.Corporate Developments: The latest M&A activities across the sector.Download Transcript 

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