EPISODE · May 8, 2025 · 7 MIN
Oil Price Pressure, Tariff Fallout, and the Data Center Buildout
from Tortoise Capital QuickTake Podcasts · host Brian Kessens
This month, Senior Portfolio Manager Brian Kessens breaks down the latest energy market developments: Market Moves: Crude drops 19% in April; midstream outperforms.Tariff Fallout: China spares key U.S. energy exports—ethane exempted.OPEC+ Impact: Supply push could drive oil to the low $50s.Earnings Pulse: Solid results, new gas projects tied to data center demand.Quick Hits: Buybacks rise, utility capex steady, LNG demand may climb.Listen in for a breakdown of the market forces reshaping energy today. Download Transcript
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Oil Price Pressure, Tariff Fallout, and the Data Center Buildout
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