Rob Thummel is a Senior Portfolio Manager at Tortoise Capital with decades of experience, where he focuses on energy, infrastructure, and the real-asset investments powering the modern economy. In this episode, we explore how electricity, AI, and infrastructure are converging — and why energy is becoming one of the most critical investment themes of the next decade.
https://tortoisecapital.com/
In this episode, we cover:
• The path into energy and infrastructure investing
• Why electricity demand is accelerating faster than most investors realize
• The role of AI and data centers in reshaping energy infrastructure
• Nuclear energy’s comeback and its importance in a power-hungry world
• How pipelines, midstream assets, wind, and water fit into the “new energy” mix
• Why infrastructure is the backbone of economic growth and technological innovation
• Key risks and opportunities investors should understand in today’s energy markets
If you’re interested in energy investing, AI infrastructure, electrification, or understanding where long-term capital is being deployed, this episode offers valuable insights from one of the industry’s most experienced energy investors.
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