Tortoise Capital QuickTake Podcasts

Natural Gas Storage, AI Megaprojects, and Energy Infrastructure IPOs

Episode Notes

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 activity gains traction.
• Strategic Deals: Sempra sharpens focus, secures $10B via asset sale.
• AI Infrastructure: Oracle and Stargate plans total over $800B in projects.
• Power Demand: 10 GW of new capacity targeted—nearly NYC’s peak usage.

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