Oil Strength, Midstream Momentum, and Data-Driven Demand

Tortoise Capital QuickTake Podcasts
05/08/2025 7 min Episodio 691
Oil Strength, Midstream Momentum, and Data-Driven Demand

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Episode Synopsis

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.Download Transcript

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