Tortoise Capital QuickTake Podcasts

By Tortoise Capital

Podcasts from Tortoise Capital... more

4.5

1919 ratings

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FAQs about Tortoise Capital QuickTake Podcasts:

How many episodes does Tortoise Capital QuickTake Podcasts have?

The podcast currently has 546 episodes available.

Tortoise Capital QuickTake Podcasts episodes:

July 14, 2026Mid-Year 2026 Investment Outlook: Pipelines, Gas, and Growth (July 14)
Here's what you'll learn:
How the global AI race will fuel energy demand for many years in what we are calling "the age of electricity"

Why natural gas is poised to be the biggest near-term winner for energy

What additional forms of energy, like nuclear, are contributing to worldwide energy demand

How U.S. energy security continues to create growth opportunities for many companies operating across the energy sector

What regulatory actions have been implemented to help lower energy costs for consumers

How commodity prices will likely remain sensitive to developments in the Iran conflict

Why capital allocation into energy and utilities remains strong

What that all means for portfolios moving forward into the second half of 2026
Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

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Chapters:
0:00: Intro
0:28 Mid-Year Investment Outlook
1:28 The Age of Electricity Strengthens by Demand
3:13 What's Fueling Natural Gas
4:38 Energy Demand Turns to Nuclear for Consistency
5:35 U.S. Supply Keeps Energy Pricing Secure
6:20 What to Watch in the Second Half of 2026
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#pipeline #investmentoutlook #energydemand #energyinvestment #tortoisecapital #aiinfrastructure
...more
13min
June 15, 2026Is AI Growth Really Constrained and What That Means For Investors: Energy QuickTake in 10 (June 15)
Here's what you'll learn:
What’s driving recent volatility in AI infrastructure stocks: Why interest rates, capital markets activity, and investor positioning have pressured the sector.

Why AI spending remains a powerful growth driver: How hyperscaler capital expenditures continue to rise, supporting long-term demand across the AI infrastructure value chain.

Where AI’s next infrastructure bottleneck may emerge: Why memory and storage have become critical components as AI workloads require more data processing and capacity.

What’s fueling the memory supply crunch: How limited new manufacturing capacity and rising demand are driving higher memory prices and creating opportunities for select companies.

Why Dell has become an AI infrastructure beneficiary: How the company has evolved beyond PCs to capitalize on growing demand for AI servers, enterprise computing, and future AI-enabled devices.
Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

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Chapters:
0:00 - 3:10 What's Going on in AI Infrastructure
3:11 - 4:11 What Did or Didn't Changed in AI Selloff
4:12 - 6:45 Is Memory and Storage a Bottleneck
6:46 - 8:17 On Incremental Supply and Demand from Hyperscalers
8:18 - 11:24 Why Dell Is Performing so Well
11:25 - 14:25 Growth Opportunities in AI Moving Forward
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#aiinfrastructure #aiinvestments #tortoisecapital #energymarkets #energyinfrastructure #aiinvesting
...more
15min
June 03, 2026What Moved Energy Markets in May - 06.03.2026
From what drove energy markets in May (and what didn't) to earnings season insights, oil market developments, AI-driven power demand, and key themes to watch this summer, Brian recaps the month of May in energy.
Here's what you'll learn:
How energy performed in May: Why easing geopolitical tensions and lower oil prices weighed on energy stocks despite the sector’s strong year-to-date performance.

What earnings season revealed: How capital discipline, LNG exports, refining margins, and utility investment continue to support long-term energy fundamentals.

What to watch in oil markets: The latest on U.S.-Iran negotiations, global crude supply flows, and the factors helping keep oil prices relatively stable.

Why NextEra’s acquisition matters: How growing AI-driven electricity demand is fueling utility consolidation and accelerating power infrastructure investment.

What could shape the summer outlook: Key developments to watch across geopolitics, LNG exports, natural gas demand, and energy infrastructure growth.
Watch it now to help keep you and your clients on top of current events.
Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
...more
13min
May 18, 2026What AI Buildout Could Really Look Like for Portfolios - 05.18.2026
Here's what you'll learn:
Why natural gas demand may continue rising: From LNG exports to AI adoption and electrification trends

What pipeline constraints are signaling: How the growing need for infrastructure can support U.S. production

How AI is reshaping power demand: As more data centers arise, so does the need for reliable, around-the-clock electricity

What’s supporting the AI infrastructure buildout: How we're seeing increased capital being spent across energy and technology

How it all affects investors: And why energy infrastructure may remain a long-term strategic opportunity
Watch it now to help keep you and your clients on top of current events.
Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
...more
12min
May 06, 2026Why the Crude Market Is Complacent and What That Means - 05.06.2026
Here's what you'll learn:
Why crude markets may be too complacent: Which forward prices may not be reflecting tightening fundamentals

What inventory data is signaling: The counter-seasonal draws and record exports reducing supply

What’s happening with reserves: The Strategic Petroleum Reserve is trending toward historically low levels

What’s driving volatility: Continued geopolitical happenings and flows through the Strait of Hormuz

What’s supporting demand: How AI and electrification are accelerating power needs

How it all effects investors: The improving fundamentals that may be supporting energy equities
Watch it now to help keep you and your clients on top of current events.
Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
...more
16min
April 24, 2026Energy Markets Confront Escalating Strait Risks - 4.24.2026
Here's what you'll learn:
What’s the latest in the Middle East: Escalating tensions, vessel seizures, and military activity are driving continued uncertainty

What oil markets are signaling: Prices may not fully reflect the scale of supply loss and inventory drawdowns

What the supply math looks like: Lost barrels, limited bypass capacity, and SPR releases are tightening global balances

What resolution could look like: Reopening the Strait and restoring production may take months, not weeks

What it means for the economy: Higher energy prices could feed into inflation and begin impacting sectors like airlines

What investors may be missing: Why energy equities may present opportunity as markets appear disconnected from underlying fundamentals
Watch it now to help keep you and your clients on top of current events.
Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
...more
13min
April 17, 2026Fragile Ceasefire, Meaningful Energy Implications
Here’s what you’ll learn:
What’s the latest in the Middle East: How a fragile ceasefire and restricted Strait of Hormuz access are shaping global energy flows.

What the crude curve is signaling: Is the market underpricing risk despite ongoing supply disruptions?

What’s driving supply dynamics: How SPR releases are masking tighter underlying fundamentals.

Why natural gas is diverging: What’s behind weaker U.S. prices despite significantly higher global demand.

What investors may be missing: Is the market too complacent about the duration and impact of supply disruption?
Watch it now to help keep you and your clients on top of current events.
Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
...more
13min
April 10, 2026Energy QuickTake in 10: Energy Markets Navigate Ceasefire Uncertainty
Here's what you'll learn:
How is ceasefire uncertainty impacting oil markets: Shifting conditions in the Strait of Hormuz are driving ongoing volatility

When could oil markets normalize: Futures suggest prices may stabilize over time, but timing remains uncertain

Why is energy leading the S&P 500: Strong fundamentals and demand highlight the sector’s resilience

What role does infrastructure play in supply: Moving energy is critical to balancing supply and stabilizing prices

Why is the U.S. relatively insulated: Domestic production and infrastructure are helping keep prices lower

Where are potential opportunities within energy: Infrastructure strives to offer income, growth potential, and improving fundamentals
Watch it now to help keep you and your clients on top of current events.
Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
...more
8min
April 02, 2026Middle East Events Still Impacting Energy Stock Prices - 4.2.2026
Here's what you'll learn:
How this has been 'one of the most interesting' months in 20+ years for Brian Kessens: Headlines highlight the disruptions to crude, but recent events have impacted energy supplies almost entirely across the board.

What this might mean for stock prices: Not surprisingly, energy stocks have moved higher over the past month, but some may have even expected more. That's why it's important to remember the strong start to the year.

Why this could be a competitive advantage for the U.S.: As an exporter, the U.S. remains energy independent, although there's not much capacity to export more.

2 big surprises this month: Get Brian's take on why service stocks are barely up and what's going on with the tanker in the Persian Gulf.
Watch it now to help keep you and your clients on top of current events.
Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
...more
10min
March 27, 2026Energy Markets in Motion Amid Middle East Tensions - 3.26.2026
Here’s what you’ll learn:
How are Strait of Hormuz disruptions impacting oil: Supply constraints are driving sharp price increases

Why is the Brent-WTI spread widening: Strikes on Kharg Island are pushing global prices higher than U.S. benchmarks

What makes Kharg Island critical: Nearly 90% of Iran’s exports flow through this key chokepoint

Why are global LNG prices rising faster: Import reliance in Europe and Asia is driving higher prices than in the U.S.

How significant is the Qatar disruption: Rass Laffan damage could take 17% of capacity offline for years

Why could U.S. exporters benefit: Global buyers may shift toward more reliable U.S. supply
Watch it now to help keep you and your clients on top of current events.
Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
...more
6min

FAQs about Tortoise Capital QuickTake Podcasts:

How many episodes does Tortoise Capital QuickTake Podcasts have?

The podcast currently has 546 episodes available.

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