Tortoise Capital QuickTake Podcasts

What Moved Energy Markets in May - 06.03.2026

Listen Later

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
    View all episodesView all episodes
    Download on the App Store
    Tortoise Capital QuickTake PodcastsBy Tortoise Capital
    • 4.5
    • 4.5
    • 4.5
    • 4.5
    • 4.5

    4.5

    19 ratings

    More shows like Tortoise Capital QuickTake Podcasts

    View all
    The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network by The Investor's Podcast Network

    The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

    3,339 Listeners

    Exchanges by Goldman Sachs

    Exchanges

    970 Listeners

    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,075 Listeners

    Bloomberg Surveillance by Bloomberg

    Bloomberg Surveillance

    1,170 Listeners

    Odd Lots by Bloomberg

    Odd Lots

    1,967 Listeners

    The a16z Show by Andreessen Horowitz

    The a16z Show

    1,093 Listeners

    Notes on the Week Ahead by Dr. David Kelly

    Notes on the Week Ahead

    193 Listeners

    Columbia Energy Exchange by Columbia University

    Columbia Energy Exchange

    401 Listeners

    Founders by David Senra

    Founders

    2,171 Listeners

    Capital Ideas podcast by Capital Group

    Capital Ideas podcast

    284 Listeners

    Thoughts on the Market by Morgan Stanley

    Thoughts on the Market

    1,302 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    10,182 Listeners

    Barron's Streetwise by Barron's

    Barron's Streetwise

    1,561 Listeners

    Dwarkesh Podcast by Dwarkesh Patel

    Dwarkesh Podcast

    576 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    419 Listeners