Tortoise Capital QuickTake Podcasts

Oil Strength, Midstream Momentum, and Data-Driven Demand

This month, Senior Portfolio Manager Brian Kessens highlights key themes driving the energy sector:

Market Performance: Utilities lead; energy and power sectors outperform.
Midstream Earnings: Beats from TC Energy, Enbridge; guidance trending higher.
Capex Outlook: Project pipeline accelerating with stronger permitting support.
M&A Activity: MPLX and Baker Hughes expand strategically.
Upstream Trends: More output with less capex; Haynesville picks up steam.
Power Constraints: Utilities stress grid buildout as AI load growth continues.

Listen in for a timely market update and energy sector insights.