This month, Head of Investments Matt Sallee shares timely insights into the energy sector’s evolving landscape:

• Market Moves: S&P gains 8% in Q3; energy and utilities keep pace.
• Midstream Check: Trails early in Q3, rebounds to end slightly positive.
• Capital Markets: Energy infrastructure IPO activity gains traction.
• Strategic Deals: Sempra sharpens focus, secures $10B via asset sale.
• AI Infrastructure: Oracle and Stargate plans total over $800B in projects.
• Power Demand: 10 GW of new capacity targeted—nearly NYC’s peak usage.

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