Kicking Off 2026: AI Capex, Infrastructure Gaps, and Energy M&A

from Tortoise Capital QuickTake Podcasts · host Tortoise Capital

This month, Head of Investments Matt Sallee covers key energy market developments:Market Performance: Energy leads the S&P; midstream delivers strong gains.Weather Impacts: Winter Storm Fern drives price spikes, production losses.Infrastructure Strain: PJM proposes reforms amid supply shortfalls.Capex Surge: AI demand fuels infrastructure, power, and gas pipeline growth.Earnings Season: Positive results from OFS, power turbine, and gas names.M&A: Devon and Coterra announce $58B merger in the Delaware Basin.Download Transcript

Episode metadata supplied by the publisher feed · Published Feb 2, 2026

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Kicking Off 2026: AI Capex, Infrastructure Gaps, and Energy M&A

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