Oil Volatility, AI-Driven Demand, and Evolving Infrastructure Trends

Tortoise Capital QuickTake Podcasts
01/07/2025 6 min Episodio 690
Oil Volatility, AI-Driven Demand, and Evolving Infrastructure Trends

Listen "Oil Volatility, AI-Driven Demand, and Evolving Infrastructure Trends"

Descargar episodio Ver en sitio original

Episode Synopsis

This month, Senior Portfolio Manager & Market Strategist Rob Thummel shares timely insights on:Sector Performance: Utilities and midstream remain standoutsGeopolitical Risk: Iran-Israel tensions drive sharp swings before stabilizingDemand Shift: Why electricity is the new oilCapex Highlights: Meta’s new Ohio data centerCorporate Moves: Cheniere’s LNG capcacity & Plains' $3.75B saleM&A Buzz: Shell–BP mergerListen in for a pulse check on the energy market and implications for investors.Download Transcript

More episodes of the podcast Tortoise Capital QuickTake Podcasts

Midstream Gains, Gas Price Surge, and the DOE’s AI Bet 03/12/2025
Permian Resilience, AI Capex Surge, and Infrastructure Momentum 10/11/2025
Natural Gas Storage, AI Megaprojects, and Energy Infrastructure IPOs 06/10/2025
Crude Volatility, AI Energy Demand, and Midstream M&A Momentum 08/09/2025
Oil Strength, Midstream Momentum, and Data-Driven Demand 05/08/2025
Gas M&A, Nuclear Momentum, and AI’s Growing Energy Appetite 04/06/2025
Oil Price Pressure, Tariff Fallout, and the Data Center Buildout 08/05/2025
Natural Gas Spike, Stagflation Talk, and Tariffs Take Center Stage 03/04/2025
Surging Natural Gas Prices, AI’s Power Play, and Evolving Tariffs 04/03/2025
AI-Driven Energy Growth, Natural Gas Investments, and Trump’s Tariff Impact 04/02/2025
© 2003-2026 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA