Tortoise Capital QuickTake Podcasts

Energy Podcast: October Market Momentum & Natural Gas Outlook

Episode Notes

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
• Nuclear Developments: Google and Amazon partner on Small Modular Reactors
• Natural Gas Investment: Evergy invests $2 billion in new plants for future electricity needs

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