Episode Details

Is the world entering a new energy supercycle?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, to discuss the powerful forces reshaping global energy markets.

With oil inventories tightening, geopolitical tensions disrupting supply chains, and AI driving an unprecedented surge in electricity demand, Rob explains why energy may be one of the most important investment themes of the decade.

⚡ Key Topics Include:

• Why oil prices could remain elevated throughout the year

• OPEC's continuing role in balancing global energy markets

• The impact of the Strait of Hormuz disruptions on supply and pricing

• Why China, India, and the U.S. continue driving strong oil demand

• Natural gas as Rob's top energy investment opportunity

• The massive pricing gap between U.S., European, and Asian natural gas

• LNG export growth and the companies positioned to benefit

• Why "Electricity Is the New Oil" in the AI economy

• Nuclear energy opportunities and Tortoise's TNUK ETF

• How data centers, hyperscalers, and AI infrastructure are changing energy demand

• The outlook for utilities, pipelines, midstream infrastructure, and energy stocks

Rob also explains why natural gas, nuclear energy, and electricity infrastructure may become some of the most important long-term investment themes as AI spending accelerates into the trillions of dollars.

If you're an investor looking for opportunities in energy, AI infrastructure, LNG exports, utilities, pipelines, or nuclear power, this conversation is essential viewing.

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