Tortoise Capital QuickTake Podcasts

Oil Price Pressure, Tariff Fallout, and the Data Center Buildout

Episode Notes

This month, Senior Portfolio Manager Brian Kessens breaks down the latest energy market developments: 

• Market Moves: Crude drops 19% in April; midstream outperforms.
• Tariff Fallout: China spares key U.S. energy exports—ethane exempted.
• OPEC+ Impact: Supply push could drive oil to the low $50s.
• Earnings Pulse: Solid results, new gas projects tied to data center demand.
• Quick Hits: Buybacks rise, utility capex steady, LNG demand may climb.

Listen in for a breakdown of the market forces reshaping energy today. 

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