Tortoise Capital QuickTake Podcasts

What Moved and What Stayed the Same for Energy Markets in Q2 (August 5)

Episode Summary

This week, Senior Portfolio Manager Brian Kessens discusses the what moved and what stayed the same for energy markets in Q2. Despite commodity volatility and geopolitical shocks, energy continues to present opportunistic upside for investors going into the next quarter of 2026.

Episode Notes

Here's what you'll learn:

• Why the S&P 500 remained relatively flat in July and how the broader energy sector performed
• Why crude oil prices aren't higher after the Iran conflict hit its sixth month and flows through the Strait of Hormuz continually standstill
• How pipeline earning are beginning to shake out and a few initial takeaways
• What Williams sold 49% of their Power Innovation project portfolio for and our long-term read on what that could mean
• Why capital allocation into energy and utilities remains strong and what that all means for portfolios moving forward

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

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