Sign up to save your podcasts
Or
Share Oil Price Pressure, Tariff Fallout, and the Data Center Buildout
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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.
Download Transcript
View all episodes
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
More shows like Tortoise Capital QuickTake Podcasts
View all
We Study Billionaires - The Investor’s Podcast Network
3,360 Listeners
Exchanges
966 Listeners
Macro Voices
3,071 Listeners
Bloomberg Surveillance
1,170 Listeners
Odd Lots
2,001 Listeners
The a16z Show
1,109 Listeners
Notes on the Week Ahead
200 Listeners
Columbia Energy Exchange
401 Listeners
Founders
2,213 Listeners
Capital Ideas Podcast
289 Listeners
Thoughts on the Market
1,313 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
10,243 Listeners
Barron's Streetwise
1,575 Listeners
Dwarkesh Podcast
552 Listeners
Thoughtful Money with Adam Taggart
422 Listeners