Episode Notes
This month, Senior Portfolio Manager Brian Kessens covers key energy market moves:
- Market Check: Utilities and midstream gain ground
- Earnings Pulse: Strong beats across power and gas
- Gas Deals: NRG’s $12B acquisition and Vistra’s $1.9B deal
- AI Demand: Data centers fuel infrastructure optimism
- OPEC & Oil: Supply shifts meet geopolitical tension
- Nuclear Policy Shift: Executive orders aim to accelerate innovation
Listen in for a breakdown of what’s driving energy markets now.