Episode Notes
In this month’s energy podcast, Matt Sallee dives into the latest trends shaping the energy sector:
- Strong Q3 Gains: Midstream and utilities are seeing solid performance, with rising demand for natural gas and electricity.
- Geopolitical Tensions: Crude oil prices are surging amid ongoing tensions between Israel and Iran.
- Nuclear Energy Expansion: Constellation Energy reactivates Three Mile Island Unit 1, bringing 835 MW of carbon-free energy online—backed by Microsoft.
- Electricity Demand Surge: AI and digital transformation are driving unprecedented electricity needs.
- Corporate Developments: The latest M&A activities across the sector.