Episode Notes

This month, Senior Portfolio Manager Brian Kessens shares these key insights:

• Energy Sector Recap: AI-driven growth with midstream performance surging by 44% as measured by the Alerian Midstream Energy Index.
• Trump’s Energy Agenda: Anticipated lighter regulations and a comprehensive energy strategy
• Natural Gas Demand Outlook: LNG exports, AI-powered data centers, and reshoring poised to boost demand
• Utilities on the Rise: Data center demand and EV adoption
• Quick Hits: Record U.S. oil production, M&A moves, and midstream infrastructure investments.