Permian Resilience, AI Capex Surge, and Infrastructure Momentum

from Tortoise Capital QuickTake Podcasts · host Tortoise Capital

This month, Senior Portfolio Manager Rob Thummel covers the latest market shifts:Market Recap: Energy dips while the S&P 500 hits near-record highsPermian Update: U.S. production grows despite weaker oil pricesEnergy Infrastructure: Positioned for long-term demand from AI and LNGAI Capex: Big Tech raises 2025 spending forecasts to $335BUtilities: Growth estimates climb with data center load forecastsPower Buildout: Behind-the-meter energy projects on the riseDownload Transcript

Episode metadata supplied by the publisher feed · Published Nov 10, 2025

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Permian Resilience, AI Capex Surge, and Infrastructure Momentum

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