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Oil Price Pressure, Tariff Fallout, and the Data Center Buildout
This month, Senior Portfolio Manager Brian Kessens breaks down the latest energy market developments:
- Market Moves: Crude drops 19% in April; midstream outperforms.
- Tariff Fallout: China spares key U.S. energy exports—ethane exempted.
- OPEC+ Impact: Supply push could drive oil to the low $50s.
- Earnings Pulse: Solid results, new gas projects tied to data center demand.
- Quick Hits: Buybacks rise, utility capex steady, LNG demand may climb.
Listen in for a breakdown of the market forces reshaping energy today.
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By Tortoise Capital
4.5
1919 ratings
This month, Senior Portfolio Manager Brian Kessens breaks down the latest energy market developments:
- Market Moves: Crude drops 19% in April; midstream outperforms.
- Tariff Fallout: China spares key U.S. energy exports—ethane exempted.
- OPEC+ Impact: Supply push could drive oil to the low $50s.
- Earnings Pulse: Solid results, new gas projects tied to data center demand.
- Quick Hits: Buybacks rise, utility capex steady, LNG demand may climb.
Listen in for a breakdown of the market forces reshaping energy today.
Download Transcript
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