This month, Senior Portfolio Manager James Mick covers key energy developments:

• Market Performance: Energy equities stay resilient despite crude and gas weakness
• Midstream Activity: Strategic M&A gains steam in the Permian
• Natural Gas Buildout: Project momentum grows with new pipelines and power demand
• Capex Outlook: Sector investment ramps to support AI-driven energy use
• AI Infrastructure: Nvidia forecasts $3–4T in AI-related capex through 2030

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

Download Transcript