Venezuela Volatility, Energy Stock Strength, and the 2026 Outlook

from Tortoise Capital QuickTake Podcasts · host Tortoise Capital

This month, Senior Portfolio Manager James Mick recaps energy market performance and explores emerging themes for the year ahead:2025 Recap: Energy equities ended strong despite a 20% drop in crude.Midstream & Majors: Outperformed as oil correlations continued to decline.Venezuela: Regime change raises questions—but infrastructure challenges remain.Geopolitics: U.S.–China tensions may flare over crude trade dynamics.2026 Themes: Humanoid robots, affordability concerns, and nuclear momentum.Download Transcript

Episode metadata supplied by the publisher feed · Published Jan 9, 2026

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Venezuela Volatility, Energy Stock Strength, and the 2026 Outlook

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