This month, Head of Investments Matt Sallee covers key energy market developments:

• Market Performance: Energy leads the S&P; midstream delivers strong gains.
• Weather Impacts: Winter Storm Fern drives price spikes, production losses.
• Infrastructure Strain: PJM proposes reforms amid supply shortfalls.
• Capex Surge: AI demand fuels infrastructure, power, and gas pipeline growth.
• Earnings Season: Positive results from OFS, power turbine, and gas names.
• M&A: Devon and Coterra announce $58B merger in the Delaware Basin.

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