Episode Details

James Mick serves as a Senior Portfolio Manager and member of the Investment Committee at Tortoise Capital. As the U.S.-Iran War continues, James provides a damage assessment of assets, production, supply-chain, price shocks, and how the conflict might yield change to energy security and power dynamics both regionally and globally. Plus, a check-in as to where we are in the “energy transition”, and a look at how AI is broadly reshaping energy and energy infrastructure. Host: Daniel Cassidy