What AI Buildout Could Really Look Like for Portfolios - 05.18.2026

Here's what you'll learn: Why natural gas demand may continue rising: From LNG exports to AI adoption and electrification trends What pipeline constraints are signaling: How the growing need for infrastructure can support U.S. production How AI is reshaping power demand: As more data centers arise, so does the need for reliable, around-the-clock electricity What’s supporting the AI infrastructure buildout: How we're seeing increased capital being spent across energy and technology How it all affects investors: And why energy infrastructure may remain a long-term strategic opportunity Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.