Tortoise's Thummel says it's 'the best time i've ever seen' for energy investing episode artwork

EPISODE · Sep 5, 2025 · 11 MIN

Tortoise's Thummel says it's 'the best time i've ever seen' for energy investing

from The NAVigator

Rob Thummel, Senior Portfolio Manager at Tortoise Capital, says that this is "the best time I have ever seen" in a three-decade career to be investing in energy. Thummel, who manages Tortoise Energy Infrastructure, notes that the U.S. has grown into the largest energy producer and energy exporter in the world, but that it now needs expanded infrastructure to build on that leadership position. Moreover, the energy sector and technology sector have come together with the development of artificial intelligence, which needs high levels of energy and which should drive demand for "decades to come," particularly in the natural gas sector.

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Tortoise's Thummel says it's 'the best time i've ever seen' for energy investing

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This episode was published on September 5, 2025.

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Rob Thummel, Senior Portfolio Manager at Tortoise Capital, says that this is "the best time I have ever seen" in a three-decade career to be investing in energy. Thummel, who manages Tortoise Energy Infrastructure, notes that the U.S. has grown into...

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