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2024 Energy Review: Record Growth and What’s in Store for 2025

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Manage episode 459811720 series 1401895
内容由Tortoise Capital提供。所有播客内容(包括剧集、图形和播客描述)均由 Tortoise Capital 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This month, Senior Portfolio Manager Brian Kessens shares these key insights:

  • Energy Sector Recap: AI-driven growth with midstream performance surging by 44% as measured by the Alerian Midstream Energy Index.
  • Trump’s Energy Agenda: Anticipated lighter regulations and a comprehensive energy strategy
  • Natural Gas Demand Outlook: LNG exports, AI-powered data centers, and reshoring poised to boost demand
  • Utilities on the Rise: Data center demand and EV adoption
  • Quick Hits: Record U.S. oil production, M&A moves, and midstream infrastructure investments.

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Artwork
icon分享
 
Manage episode 459811720 series 1401895
内容由Tortoise Capital提供。所有播客内容(包括剧集、图形和播客描述)均由 Tortoise Capital 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This month, Senior Portfolio Manager Brian Kessens shares these key insights:

  • Energy Sector Recap: AI-driven growth with midstream performance surging by 44% as measured by the Alerian Midstream Energy Index.
  • Trump’s Energy Agenda: Anticipated lighter regulations and a comprehensive energy strategy
  • Natural Gas Demand Outlook: LNG exports, AI-powered data centers, and reshoring poised to boost demand
  • Utilities on the Rise: Data center demand and EV adoption
  • Quick Hits: Record U.S. oil production, M&A moves, and midstream infrastructure investments.

Download Transcript

  continue reading

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