EPISODE · Mar 3, 2026 · 10 MIN
Energy Roundup with WTR Energy Strategist Richard Tullis
from WTR Small-Cap Spotlight · host Water Tower Research
Send us Fan MailIn this WTR Small Cap Spotlight episode, Richard Tullis breaks down why oil & gas still dominate the global energy mix—and how AI data-center power demand is reshaping the next decade. With markets re-pricing geopolitical risk after the Iran conflict and threats to traffic through the Strait of Hormuz, Richard explains what’s moving crude and natural gas right now—and how he builds his monthly price outlook.
What this episode covers
Send us Fan Mail In this WTR Small Cap Spotlight episode, Richard Tullis breaks down why oil & gas still dominate the global energy mix—and how AI data-center power demand is reshaping the next decade. With markets re-pricing geopolitical risk after the Iran conflict and threats to traffic through the Strait of Hormuz, Richard explains what’s moving crude and natural gas right now—and how he builds his monthly price outlook.
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Energy Roundup with WTR Energy Strategist Richard Tullis
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