Tortoise Capital QuickTake Podcasts

Middle East Events Still Impacting Energy Stock Prices - 4.2.2026

Episode Summary

This week, Investment Specialist Jacob Ford and Senior Portfolio Manager Brian Kessens discuss how disruptions to global oil supplies and geopolitical tensions are impacting energy markets.

Episode Notes

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, energy stocks have moved higher over the past month, but some may have even expected more. That's why it's important to remember the strong start to the year.
• Why this could be a competitive advantage for the U.S.: As an exporter, the U.S. remains energy independent, although there's not much capacity to export more.
• 2 big surprises this month: Get Brian's take on why service stocks are barely up and what's going on with the tanker in the Persian Gulf.

Watch it now to help keep you and your clients on top of current events.

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