PODCAST · business
Tortoise Capital QuickTake Podcasts
by Tortoise Capital
Podcasts from Tortoise Capital
Episodes
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Oil Is Rising. Power Demand Is Surging. What Comes Next?
Here’s what you’ll learn: Why energy has held up: Even as oil prices and interest rates moved higher. What’s pressuring global oil and LNG: Geopolitical disruptions continue to reshape supply. Why diesel prices are climbing: And why an export ban could have unintended consequences. What could…
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What the NFL Can Teach Us About Energy Markets & AI Infrastructure (September 10)
Here's what you'll learn: What August performance tells us about energy markets: How crude oil, natural gas, energy equities, midstream and utilities performed during the month What the new Fed chair could mean for markets: How Kevin Warsh’s more hawkish tone around inflation and interest rates…
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Tortoise AI Infrastructure Fund (TCAI) 1-Year Recap (August 17)
Here’s what you’ll learn: How the Tortoise AI Infrastructure ETF (TCAI) has performed in its first year and what’s behind its strong growth in assets and flows Why AI infrastructure extends beyond semiconductors and software and the role energy, electricity and digital infrastructure play in...
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What Moved and What Stayed the Same for Energy Markets in Q2 (August 5)
Here's what you'll learn: Why the S&P 500 remained relatively flat in July and how the broader energy sector performed Why crude oil prices aren't higher after the Iran conflict hit its sixth month and flows through the Strait of Hormuz continually standstill How pipeline earning are beginning to...
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Mid-Year 2026 Investment Outlook: Pipelines, Gas, and Growth (July 14)
Here's what you'll learn: How the global AI race will fuel energy demand for many years in what we are calling "the age of electricity" Why natural gas is poised to be the biggest near-term winner for energy What additional forms of energy, like nuclear, are contributing to worldwide energy…
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Is AI Growth Really Constrained and What That Means For Investors: Energy QuickTake in 10 (June 15)
Here's what you'll learn: What’s driving recent volatility in AI infrastructure stocks: Why interest rates, capital markets activity, and investor positioning have pressured the sector. Why AI spending remains a powerful growth driver: How hyperscaler capital expenditures continue to rise,...
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What Moved Energy Markets in May - 06.03.2026
From what drove energy markets in May (and what didn't) to earnings season insights, oil market developments, AI-driven power demand, and key themes to watch this summer, Brian recaps the month of May in energy. Here's what you'll learn: How energy performed in May: Why easing geopolitical…
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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…
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Why the Crude Market Is Complacent and What That Means - 05.06.2026
Here's what you'll learn: Why crude markets may be too complacent: Which forward prices may not be reflecting tightening fundamentals What inventory data is signaling: The counter-seasonal draws and record exports reducing supply What’s happening with reserves: The Strategic Petroleum Reserve is...
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Energy Markets Confront Escalating Strait Risks - 4.24.2026
Here's what you'll learn: What’s the latest in the Middle East: Escalating tensions, vessel seizures, and military activity are driving continued uncertainty What oil markets are signaling: Prices may not fully reflect the scale of supply loss and inventory drawdowns What the supply math looks...
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Fragile Ceasefire, Meaningful Energy Implications
Here’s what you’ll learn: What’s the latest in the Middle East: How a fragile ceasefire and restricted Strait of Hormuz access are shaping global energy flows. What the crude curve is signaling: Is the market underpricing risk despite ongoing supply disruptions? What’s driving supply dynamics…
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Energy QuickTake in 10: Energy Markets Navigate Ceasefire Uncertainty
Here's what you'll learn: How is ceasefire uncertainty impacting oil markets: Shifting conditions in the Strait of Hormuz are driving ongoing volatility When could oil markets normalize: Futures suggest prices may stabilize over time, but timing remains uncertain Why is energy leading the S&P…
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Middle East Events Still Impacting Energy Stock Prices - 4.2.2026
Here's what you'll learn: How this has been 'one of the most interesting' months in 20+ years for Brian Kessens: Headlines highlight the disruptions to crude, but recent events have impacted energy supplies almost entirely across the board. What this might mean for stock prices: Not surprisingly,...
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Energy Markets in Motion Amid Middle East Tensions - 3.26.2026
Here’s what you’ll learn: How are Strait of Hormuz disruptions impacting oil: Supply constraints are driving sharp price increases Why is the Brent-WTI spread widening: Strikes on Kharg Island are pushing global prices higher than U.S. benchmarks What makes Kharg Island critical: Nearly 90% of...
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Middle East Escalation & Energy Market Impacts - 03.19.2026
Here’s what you’ll learn: How are infrastructure attacks impacting markets: Terminals, refineries, and LNG facilities are being hit, increasing volatility. Why are global prices diverging: International crude and products are surging while U.S. prices remain more stable. How could LNG disruption...
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Energy QuickTake in 10: Market Update on Iran and Oil - 03.06.2026
Here's what you'll learn: Heightened volatility: Oil prices are reacting quickly to geopolitical headlines and uncertainty. Risk premium emerging: Markets may begin pricing in a geopolitical risk premium for oil. Strait of Hormuz disruption: Any sustained closure could significantly tighten…
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Energy Outperformance, AI Power Demand, and Infrastructure Growth
This month, Senior Portfolio Manager Rob Thummel and Research Analyst Hunter Wilcox highlight key themes shaping the energy sector: Market Performance: Energy leads as oil prices climb. HALO Trade: Infrastructure assets gain investor attention. Power Demand: AI data centers drive new energy…
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Kicking Off 2026: AI Capex, Infrastructure Gaps, and Energy M&A
This month, Head of Investments Matt Sallee covers key energy market developments: Market Performance: Energy leads the S&P; midstream delivers strong gains. Weather Impacts: Winter Storm Fern drives price spikes, production losses. Infrastructure Strain: PJM proposes reforms amid supply...
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Venezuela Volatility, Energy Stock Strength, and the 2026 Outlook
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…
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Midstream Gains, Gas Price Surge, and the DOE’s AI Bet
This month, Senior Portfolio Manager Brian Kessens breaks down key energy sector themes: Market Moves: Energy and midstream outperform the S&P 500 Natural Gas: Prices rise on colder weather expectations and controlled production Crude Outlook: Brent as OPEC+ cuts kick in DOE & AI: AI project aims...
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Permian Resilience, AI Capex Surge, and Infrastructure Momentum
This month, Senior Portfolio Manager Rob Thummel covers the latest market shifts: Market Recap: Energy dips while the S&P 500 hits near-record highs Permian Update: U.S. production grows despite weaker oil prices Energy Infrastructure: Positioned for long-term demand from AI and LNG AI Capex: Big...
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Natural Gas Storage, AI Megaprojects, and Energy Infrastructure IPOs
This month, Head of Investments Matt Sallee shares timely insights into the energy sector’s evolving landscape: Market Moves: S&P gains 8% in Q3; energy and utilities keep pace. Midstream Check: Trails early in Q3, rebounds to end slightly positive. Capital Markets: Energy infrastructure IPO...
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Crude Volatility, AI Energy Demand, and Midstream M&A Momentum
This month, Senior Portfolio Manager James Mick covers key energy developments: Market Performance: Energy equities stay resilient despite crude and gas weakness Midstream Activity: Strategic M&A gains steam in the Permian Natural Gas Buildout: Project momentum grows with new pipelines and power...
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Oil Strength, Midstream Momentum, and Data-Driven Demand
This month, Senior Portfolio Manager Brian Kessens highlights key themes driving the energy sector: Market Performance: Utilities lead; energy and power sectors outperform. Midstream Earnings: Beats from TC Energy, Enbridge; guidance trending higher. Capex Outlook: Project pipeline accelerating...
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Oil Volatility, AI-Driven Demand, and Evolving Infrastructure Trends
This month, Senior Portfolio Manager & Market Strategist Rob Thummel shares timely insights on: Sector Performance: Utilities and midstream remain standouts Geopolitical Risk: Iran-Israel tensions drive sharp swings before stabilizing Demand Shift: Why electricity is the new oil Capex Highlights:...
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Gas M&A, Nuclear Momentum, and AI’s Growing Energy Appetite
This month, Senior Portfolio Manager Matthew Sallee covers key energy market moves: Market Check: Utilities and midstream gain ground Earnings Pulse: Strong beats across power and gas Gas Deals: NRG’s $12B acquisition and Vistra’s $1.9B deal AI Demand: Data centers fuel infrastructure optimism…
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Oil Price Pressure, Tariff Fallout, and the Data Center Buildout
This month, Senior Portfolio Manager Brian Kessens breaks down the latest energy market developments: Market Moves: Crude drops 19% in April; midstream outperforms. Tariff Fallout: China spares key U.S. energy exports—ethane exempted. OPEC+ Impact: Supply push could drive oil to the low $50s....
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Natural Gas Spike, Stagflation Talk, and Tariffs Take Center Stage
This month, Senior Portfolio Manager James Mick breaks down key energy market themes: Market Performance: Natural gas up 7.4%, energy stocks rise. Tariff Talk: New U.S. tariffs spark inflation concerns. Energy Strategy Shift: Reshoring boosts U.S. energy momentum. Crude Snapshot: OPEC+ supply…
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Surging Natural Gas Prices, AI’s Power Play, and Evolving Tariffs
This month, Senior Portfolio Manager Rob Thummel breaks down the latest energy market shifts: Performance: Natural gas prices surged 30%, driving sector gains despite broader market declines. AI’s Energy Impact: Big Tech’s projected $300B in 2025 capex, with utilities forecasting long-term…
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AI-Driven Energy Growth, Natural Gas Investments, and Trump’s Tariff Impact
This month, Senior Portfolio Manager Matt Sallee covers key energy market updates: Market Performance: AI-fueled energy demand drives infrastructure growth. Natural Gas Expansion: Major investments from Constellation, NextEra, and Chevron signal a shift toward gas-powered generation. Kinder...
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2024 Energy Review: Record Growth and What’s in Store for 2025
This month, Senior Portfolio Manager Brian Kessens shares these key insights: Energy Sector Recap: AI-driven growth with midstream performance surging by 44% as measured by the Alerian Midstream Energy Index. Trump’s Energy Agenda: Anticipated lighter regulations and a comprehensive energy…
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November Energy Market Surges, Trump’s Policies, and Top Industry Moves
This month, Senior Portfolio Manager James Mick covers key energy market updates: Market Performance: Strong sector gains. Trump’s Energy Policy: Deregulation, LNG growth, sanctions driving oil. Natural Gas Outlook: Higher LNG exports expected to benefit producers. Energy Tariffs: Proposed…
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Energy Podcast: October Market Momentum & Natural Gas Outlook
In this month's energy podcast Senior Portfolio Manager, Rob Thummel, discusses: Market Performance: S&P 500 hits an all-time high; energy and real estate lag Energy Gains: Energy stocks outperforming, infrastructure up 34% YTD Earnings Insights: Increased natural gas turbine orders driven by AI...
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Energy Podcast: Q3 performance, geopolitical impacts & the rising electricity demand
In this month's energy podcast, Matt Sallee dives into the latest trends shaping the energy sector: Strong Q3 Gains: Midstream and utilities are seeing solid performance, with rising demand for natural gas and electricity. Geopolitical Tensions: Crude oil prices are surging amid ongoing tensions...
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Energy Podcast: August insights - midstream gains, crude oil declines, and strategic acquisitions
In this month's energy podcast, Senior Portfolio Manager, Brian Kessens, provides key insights into August’s market performance, covering: Mixed results driven by declining crude oil prices Strong midstream earnings, with half of companies surpassing expectations Improved drilling and oilfield...
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Energy Podcast: Summer heat brings energy sector trends, midstream gains and other key developments
In this month's energy podcast, Senior Portfolio Manager, James Mick, discusses: July market performance: drops in crude oil and natural gas, while the S&P Energy Select Sector Index and utilities performed well Market focus shifting from inflation to unemployment, affecting interest rate...
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Energy Podcast: Insights into energy sector performance and outlook for the second half of 2024
In this month's energy podcast, Senior Portfolio Manager, Rob Thummel, discusses: S&P climbing 15% and the energy sector standing out, led by strong gains in infrastructure Oil prices rising 6% in June and natural gas surging 48% amid production adjustments and demand spikes Energy infrastructure...
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Energy Podcast: May brings strong returns, midstream fund flows, market insights & consolidation activity
In this month's energy podcast, President of Tortoise, Matt Sallee, discusses: Strong May returns for energy infrastructure despite softening crude prices Resilient midstream sector with significant fund flows and stable valuations Positive macro trends with moderate CPI growth and stable forward...
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Energy Podcast: April performance updates, earnings insights and sector highlights
In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses: Mixed energy sector performance in April after strong Q1 First quarter earnings insights Midstream sector highlights Downstream and utilities performance as refiners face margin challenges AI's role - meeting…
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Energy Podcast: March madness in the sports world and energy market
In this month's energy podcast, Senior Portfolio Manager James Mick discusses: Performance updates Rising crude oil markets as geopolitical tensions continue to escalate Updates on M&A activity Recap on an eventful CERAweek Download Transcript
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Energy Podcast: Exploring February’s market momentum and key energy sector updates
In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses: Performance updates Factors affecting crude oil and natural gas prices and inventories Optimistic outlook for the energy sector endorsed by industry veterans Jim Teague and Warren Buffet Forecast for strong LNG growth...
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Energy Podcast: Earnings season ramps up with positive reports across the energy value chain
In this month's energy podcast, President of Tortoise Matt Sallee discusses: M&A activity driving MLP outperformance The expectation for strong international activity continues to be a theme for oil field services Natural gas gathering and transportation volumes continue to drive growth to feed...
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End of Year Energy Podcast: A 2023 perspective on the significant developments in the energy sector
In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses: Performance updates across the energy sector AI’s influence in 2023 Crude oil and natural gas production growth Challenges in the utility sector and the ongoing impact of the Inflation Reduction Act (IRA) Strategic...
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Energy Podcast: November brings a great time of year for sports fans and plenty of market updates as we near 2024
In this month's energy podcast, Senior Portfolio Manager James Mick discusses: Performance updates across the board Update on Fed policy and interest rates Crude oil markets following the delayed OPEC+ November meeting Potential major geopolitical concern for oil markets centers around Venezuela...
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Energy Podcast: October delivers tricks and treats to investors in the stock market
In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses: Updates across the energy sector Oil price fluctuation due to ongoing conflicts on the middle east The biannual release of potential supply of natural gas to the US by the Potential Gas Committee The return of the...
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Energy Podcast: September brought another month of positive returns and closed out a strong Q3 for energy
In this month's energy podcast, President of Tortoise Matt Sallee discusses: Three consecutive positive quarters for energy in 2023 M&A - an important theme this year within the energy and power infrastructure sector Continued challenges in the renewable markets Download Transcript
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Energy Podcast: August was full of news with companies reporting 2nd quarter earnings, M&A activity continuing, and the oil market tightening even more
In this month's energy podcast, Senior Portfolio Manager Brian Kessens discusses: Updates on second quarter earnings Continuation of M&A activity Oil market tightening Expectations for the upcoming conference circuit- starting with Barclays Energy Conference this week Download Transcript
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Energy Podcast: Summer heat has brought strong returns for energy markets
In this month's energy podcast, Senior Portfolio Manager James Mick discusses: Performance updates across the board The Fed restarting interest rate hikes after a brief respite in June Multiple weeks of positive returns for crude oil July kicking off earnings season with several companies…
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Energy Podcast: Eventful month for the energy sector sets up promising second half of the year
In this month's energy podcast, Senior Portfolio Manager Rob Thummel discusses: How we believe the energy sector is poised to make a comeback in the second half of the year OPEC+ reset quotas lowering 2024 production levels Updates on ONEOK's potential acquisition of Magellan Midstream Partners...
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Tortoise Capital QuickTake Podcasts currently has 516 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
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Podcasts from Tortoise Capital
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Tortoise Capital QuickTake Podcasts releases new episodes frequently with a large back catalog of 516 episodes. Check the episode list for recent publication dates.
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Tortoise Capital QuickTake Podcasts is created and hosted by Tortoise Capital.
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