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Gas M&A, Nuclear Momentum, and AI’s Growing Energy Appetite
This month, Senior Portfolio Manager Matthew Sallee covers key energy market moves:
- Market Check: Utilities and midstream gain ground
- Earnings Pulse: Strong beats across power and gas
- Gas Deals: NRG’s $12B acquisition and Vistra’s $1.9B deal
- AI Demand: Data centers fuel infrastructure optimism
- OPEC & Oil: Supply shifts meet geopolitical tension
- Nuclear Policy Shift: Executive orders aim to accelerate innovation
Listen in for a breakdown of what’s driving energy markets now.
Download Transcript
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By Tortoise Capital
4.5
1919 ratings
This month, Senior Portfolio Manager Matthew Sallee covers key energy market moves:
- Market Check: Utilities and midstream gain ground
- Earnings Pulse: Strong beats across power and gas
- Gas Deals: NRG’s $12B acquisition and Vistra’s $1.9B deal
- AI Demand: Data centers fuel infrastructure optimism
- OPEC & Oil: Supply shifts meet geopolitical tension
- Nuclear Policy Shift: Executive orders aim to accelerate innovation
Listen in for a breakdown of what’s driving energy markets now.
Download Transcript
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