Gas M&A, Nuclear Momentum, and AI’s Growing Energy Appetite

from Tortoise Capital QuickTake Podcasts · host Tortoise Capital

This month, Senior Portfolio Manager Matthew Sallee covers key energy market moves:Market Check: Utilities and midstream gain groundEarnings Pulse: Strong beats across power and gasGas Deals: NRG’s $12B acquisition and Vistra’s $1.9B dealAI Demand: Data centers fuel infrastructure optimismOPEC & Oil: Supply shifts meet geopolitical tensionNuclear Policy Shift: Executive orders aim to accelerate innovationListen in for a breakdown of what’s driving energy markets now.Download Transcript

Episode metadata supplied by the publisher feed · Published Jun 4, 2025

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Gas M&A, Nuclear Momentum, and AI’s Growing Energy Appetite

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