This month, Senior Portfolio Manager James Mick covers key energy developments:
- Market Performance: Energy equities stay resilient despite crude and gas weakness
- Midstream Activity: Strategic M&A gains steam in the Permian
- Natural Gas Buildout: Project momentum grows with new pipelines and power demand
- Capex Outlook: Sector investment ramps to support AI-driven energy use
- AI Infrastructure: Nvidia forecasts $3–4T in AI-related capex through 2030
Listen in for a timely market update and energy sector insights.
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The S&P Oil and Gas Exploration and Production Select Industry Index is comprised of stocks in the S&P Total Market Index that are classified in the Global Industry Classification Standard oil & gas exploration & production sub-industry. The S&P Energy Select Sector Index is a modified market capitalization-based index of S&P 500 companies in the energy sector that develop and produce crude oil and natural gas and provide drilling and other energy related services. Returns include reinvested dividends. The Dow Jones Utility Average (DJUA) is one of the Dow Jones index groups that tracks the performance of a small group of prominent utility companies. It is a price-weighted average of 15 utility stocks traded in the United States. The S&P 500® Utilities comprises those companies included in the S&P 500 that are classified as members of the GICS® utilities sector. The S&P 500® Energy Index comprises those companies included in the S&P 500 that are classified as members of the GICS® energy sector.