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Permian Resilience, AI Capex Surge, and Infrastructure Momentum
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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By Tortoise Capital
4.5
1919 ratings
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
Download Transcript
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