Tortoise Capital QuickTake Podcasts

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 shortfalls.
Capex Surge: AI demand fuels infrastructure, power, and gas pipeline growth.
Earnings Season: Positive results from OFS, power turbine, and gas names.
M&A: Devon and Coterra announce $58B merger in the Delaware Basin.