Tortoise Capital QuickTake Podcasts

Gas M&A, Nuclear Momentum, and AI’s Growing Energy Appetite

Episode Notes

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
• OPEC & Oil: Supply shifts meet geopolitical tension
• Nuclear Policy Shift: Executive orders aim to accelerate innovation

Listen in for a breakdown of what’s driving energy markets now.

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