Fragile Ceasefire, Meaningful Energy Implications

Here’s what you’ll learn: How the Tortoise AI Infrastructure ETF (TCAI) has performed in its first year and what’s behind its strong growth in assets and flows Why AI infrastructure extends beyond ...

17 Aug 12min

Here's what you'll learn: Why the S&P 500 remained relatively flat in July and how the broader energy sector performed Why crude oil prices aren't higher after the Iran conflict hit its sixth month...

5 Aug 11min

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 winne...

14 Juli 12min

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 sp...

15 Juni 14min

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...

3 Juni 12min

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 in...

18 Maj 11min

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 an...

6 Maj 15min

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 ...

24 Apr 12min