Tortoise Capital QuickTake Podcasts

Permian Resilience, AI Capex Surge, and Infrastructure Momentum


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This month, Senior Portfolio Manager Rob Thummel covers the latest market shifts:

  • Market Recap: Energy dips while the S&P 500 hits near-record highs
  • Permian Update: U.S. production grows despite weaker oil prices
  • Energy Infrastructure: Positioned for long-term demand from AI and LNG
  • AI Capex: Big Tech raises 2025 spending forecasts to $335B
  • Utilities: Growth estimates climb with data center load forecasts
  • Power Buildout: Behind-the-meter energy projects on the rise

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Tortoise Capital QuickTake PodcastsBy Tortoise Capital

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