Tortoise Capital QuickTake Podcasts

What AI Buildout Could Really Look Like for Portfolios - 05.18.2026

Episode Summary

This week, Rob Thummel, Senior Portfolio Manager, and Jacob Ford, Investment Specialist, at Tortoise Capital, discuss the latest trends affecting energy sector investments, the growing demand for natural gas. and how the AI buildout continues to present big potential for investors. 

Episode Notes

Here's what you'll learn:

• Why natural gas demand may continue rising: From LNG exports to AI adoption and electrification trends
• What pipeline constraints are signaling: How the growing need for infrastructure can support U.S. production
• How AI is reshaping power demand: As more data centers arise, so does the need for reliable, around-the-clock electricity
• What’s supporting the AI infrastructure buildout: How we're seeing increased capital being spent across energy and technology
• How it all affects investors: And why energy infrastructure may remain a long-term strategic opportunity

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

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