Featuring: Robert Thummel, Senior Portfolio Manager & Investment Committee Member at Tortoise Capital.
As the U.S. power grid strains under the weight of rising demand, AI-fueled data centers, and shifting global energy dynamics, one sector stands at the center of it all: energy infrastructure. In this episode, we break down the critical—and often misunderstood—backbone of the modern energy system. With insights from industry veteran Rob Thummel, we explore:
In today’s episode, we explore:
- What qualifies as “energy infrastructure”
- Why energy demand, flat for nearly two decades, is now set to surge
- Can our grid and pipeline systems keep up—or are we already hitting bottlenecks
- Why U.S. energy needs may diverge from the global picture
- Where investors should look for the best risk-adjusted opportunities
For guest opportunities or to share feedback, contact us at [email protected].
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IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.
