This month, Senior Portfolio Manager & Market Strategist Rob Thummel shares timely insights on:

• Sector Performance: Utilities and midstream remain standouts
• Geopolitical Risk: Iran-Israel tensions drive sharp swings before stabilizing
• Demand Shift: Why electricity is the new oil
• Capex Highlights: Meta’s new Ohio data center
• Corporate Moves: Cheniere’s LNG capcacity & Plains' $3.75B sale
• M&A Buzz: Shell–BP merger

Listen in for a pulse check on the energy market and implications for investors.

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