EPISODE · Dec 3, 2025 · 6 MIN
Midstream Gains, Gas Price Surge, and the DOE’s AI Bet
from Tortoise Capital QuickTake Podcasts · host Tortoise Capital
This month, Senior Portfolio Manager Brian Kessens breaks down key energy sector themes:Market Moves: Energy and midstream outperform the S&P 500Natural Gas: Prices rise on colder weather expectations and controlled productionCrude Outlook: Brent as OPEC+ cuts kick inDOE & AI: AI project aims to fast-track energy innovationPermitting Shift: NE states greenlight long-stalled pipeline infrastructureDownload Transcript
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Midstream Gains, Gas Price Surge, and the DOE’s AI Bet
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