Oil Volatility, AI-Driven Demand, and Evolving Infrastructure Trends

2025-07-01

This month, Senior Portfolio Manager & Market Strategist Rob Thummel shares timely insights on:Sector Performance: Utilities and midstream remain standoutsGeopolitical Risk: Iran-Israel tensions drive sharp swings before stabilizingDemand Shift: Why electricity is the new oilCapex Highlights: Meta’s new Ohio data centerCorporate Moves: Cheniere’s LNG capcacity & Plains' $3.75B saleM&A Buzz: Shell–BP mergerListen in for a pulse check on the energy market and implications for investors.Download Trans...

This month, Senior Portfolio Manager & Market Strategist Rob Thummel shares timely insights on:

Sector Performance: Utilities and midstream remain standouts
Geopolitical Risk: Iran-Israel tensions drive sharp swings before stabilizing
Demand Shift: Why electricity is the new oil
Capex Highlights: Meta’s new Ohio data center
Corporate Moves: Cheniere’s LNG capcacity & Plains' $3.75B sale
M&A Buzz: Shell–BP merger

Listen in for a pulse check on the energy market and implications for investors.

Download Transcript

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