How AI is Changing Energy Demand & Investor Conversations
Explore how the growing power needs of AI infrastructure are creating new considerations for energy-focused investment strategies.
Watch the discussion on AI and energy infrastructure to support client engagement and investment positioning. Simply fill out the form to watch on demand.
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What You'll Learn
- Understand the AI and energy connection: Explore how artificial intelligence is influencing electricity consumption and infrastructure needs.
- Gain perspective on natural gas and energy infrastructure: Review recent developments highlighting natural gas as a reliable energy source in support of growing AI demands.
- Examine key factors in return profiles: Learn about dividend yields, cash flows, and valuation metrics that may inform portfolio construction.
- Support investor discussions: Strengthen client conversations with updated narratives on energy security, diversification, and sector fundamentals.
Insights on the evolving role of energy infrastructure in a more electrified, AI-driven economy.
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Why Tortoise Capital?
Deep Expertise Across the Entire Energy Value Chain
Long-tenured team.
By investing in the energy value chain since our founding in 2002, our team is deeply familiar with the companies, their management teams, and their performance throughout multiple recessions.
Active, hands-on approach.
With our deep market knowledge and key relationships, we partner with companies for the long term who maintain good governance, strong environmental practices, and sound business strategies.
Deep, proprietary research and detailed financial models.
Taking to heart the phrase “trust, but verify,” we also lean heavily on our own in-depth research and financial analysis.
Important Information
Material posted may include opinions or views at the time of publication. Such opinions are subject to change. This material should not be relied upon as investment, tax or legal advice, does not constitute a recommendation to buy or sell a security or other investment and is not intended to predict or depict performance of any investment. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.
Tortoise Capital’s family of advisers includes Tortoise Capital Advisors, L.L.C.; TIS Advisors; Ecofin Advisors, LLC.