‘The Biggest 1-Week Move Since 1983’: What April Meant for Energy Markets

Monthly Webinar Series | April 2026

Key Takeaways

  • Why Energy Is Leading the Market: The energy sector has been one of the strongest performers in the S&P 500 year-to-date as investors rotate toward essential assets and higher oil prices.
  • What to Know About Recent Geopolitical Events & Oil Markets: Disruptions around the Strait of Hormuz, where roughly 20% of global oil flows, are adding volatility and a geopolitical risk premium to crude prices.
  • How Natural Gas Dynamics Are Shifting: Global natural gas prices have surged, highlighting the strategic advantage of U.S. energy security and growing LNG export demand–and how that could lead to an opportunity in Europe.
  • The Latest on Our Strategic Portfolio Positioning: Tortoise Capital continues to focus on energy infrastructure, electrification, and AI-related energy demand as key structural investment themes.

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Important Information

The information provided in this video reflects the views and opinions of TCA for a specific point in time. The views and opinions are subject to change based on market or other conditions. This presentation contains certain statements that may include “forward-looking statements.” All statements, other than statements of historical fact, included herein are “forward-looking statements.” Although Tortoise Capital believes that the expectations reflected in these forward-looking statements are reasonable, they do involve assumptions, risks and uncertainties, and these expectations may prove to be incorrect. Actual events could differ materially from those anticipated in these forward-looking statements as a result of a variety of factors. You should not place undue reliance on these forward-looking statements, which speak only as of the date of this publication. Tortoise Capital does not assume a duty to update these forward-looking statements. This material should not be relied upon as investment or tax advice and is not intended to predict or depict performance of any investment. Companies mentioned are being shown for informational purposes only. This presentation is provided for information only and shall not constitute an offer to sell or a solicitation of an offer to buy any securities. Investing involves risk, including possible loss of principal.

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