Natural Gas Storage, AI Megaprojects, and Energy Infrastructure IPOs

from Tortoise Capital QuickTake Podcasts · host Tortoise Capital

This month, Head of Investments Matt Sallee shares timely insights into the energy sector’s evolving landscape:Market Moves: S&P gains 8% in Q3; energy and utilities keep pace.Midstream Check: Trails early in Q3, rebounds to end slightly positive.Capital Markets: Energy infrastructure IPO activity gains traction.Strategic Deals: Sempra sharpens focus, secures $10B via asset sale.AI Infrastructure: Oracle and Stargate plans total over $800B in projects.Power Demand: 10 GW of new capacity targeted—nearly NYC’s peak usage.Download Transcript

Episode metadata supplied by the publisher feed · Published Oct 6, 2025

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Natural Gas Storage, AI Megaprojects, and Energy Infrastructure IPOs

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