Talking Markets Podcast (Global Energy Landscape) with James Mick of Tortoise Capital episode artwork

EPISODE · Apr 15, 2026 · 23 MIN

Talking Markets Podcast (Global Energy Landscape) with James Mick of Tortoise Capital

from UBS On-Air: Market Moves

James Mick serves as a Senior Portfolio Manager and member of the Investment Committee at Tortoise Capital. As the U.S.-Iran War continues, James provides a damage assessment of assets, production, supply-chain, price shocks, and how the conflict might yield change to energy security and power dynamics both regionally and globally. Plus, a check-in as to where we are in the “energy transition”, and a look at how AI is broadly reshaping energy and energy infrastructure. Host: Daniel Cassidy

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Talking Markets Podcast (Global Energy Landscape) with James Mick of Tortoise Capital

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