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Why Energy Infrastructure Is Outpacing the S&P 500 | Rob Thummel on LNG, AI & 2025 Market Outlook
Why Energy Infrastructure Is Outpacing the S&P 500 | Rob Thummel on LNG, AI & 2025 Market Outlook
In this must-watch episode of Buy Hold Sell, hosts Tobin Smith (TransformityResearch.com) and Todd M. Schoenberger (CEO, CrossCheck Media) sit down with Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, to break down the energy market's current trends and future outlook. ⚡📊
Thummel offers expert insight into:
🔹 Dividend investing in energy stocks
🔹 Resilience of energy infrastructure during GDP slowdowns
🔹 The growing global role of U.S. Natural Gas and LNG Exports
🔹 Why “There is no AI without EI” (Energy Infrastructure)
🔹 Capital discipline, cybersecurity, and institutional investing
🔹 Master Limited Partnerships (MLPs) and midstream opportunities
🔹 Tariffs and geopolitical forces reshaping the energy landscape
📌 With companies like Cheniere Energy showing strong fundamentals, and a clear shift in the U.S. power industry, this episode is packed with strategic opportunities for savvy investors.
💡 Whether you’re investing in Hydrogen, Natural gas, or midstream giants, this discussion gives you the roadmap for energy investing in 2025 and beyond.
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Published on 7 months, 3 weeks ago