Tortoise Capital QuickTake Podcasts

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510

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Jun 2026

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Podcasts from Tortoise Capital

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June 3, 202612 min

What 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.

May 18, 202611 min

What 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.

May 6, 202615 min

Why 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.

April 24, 202612 min

Energy 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.

April 17, 202612 min

Fragile 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.

April 10, 20267 min

Energy 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.

April 2, 20269 min

Middle 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.

March 27, 20265 min

Energy 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.

March 20, 202613 min

Middle East Escalation & Energy Market Impacts - 03.19.2026

Here’s what you’ll learn: How are infrastructure attacks impacting markets: Terminals, refineries, and LNG facilities are being hit, increasing volatility. Why are global prices diverging: International crude and products are surging while U.S. prices remain more stable. How could LNG disruption affect supply: Major facility damage could take years to repair, tightening markets. Why might the U.S. benefit: Strong domestic supply and exports are helping insulate U.S. markets. How effective are Strategic Petroleum Reserve (SPR) releases: Large releases help, but flow limits reduce near-term impact. When could markets normalize: Recovery depends on ceasefire timing, repairs, and clearing supply backlogs. 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.

March 13, 202612 min

Energy QuickTake in 10: Market Update on Iran and Oil - 03.06.2026

Here's what you'll learn: Heightened volatility: Oil prices are reacting quickly to geopolitical headlines and uncertainty. Risk premium emerging: Markets may begin pricing in a geopolitical risk premium for oil. Strait of Hormuz disruption: Any sustained closure could significantly tighten global oil supply. U.S. advantage: Low domestic natural gas prices may benefit U.S. refiners and petrochemical producers. Strategic reserves help—but briefly: Emergency releases can ease supply shocks, but only temporarily. Duration matters most: The length of the disruption will ultimately determine market impact.