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3 Ways to Use This Guide:
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Educate clients first — then pivot to their portfolio. Your clients are already watching the conflict. Use the Ras Laffan before-and-after imagery and the chokepoint map to anchor the conversation. Then show them the value chain slides: “The shock hit the whole system. Here’s how each segment responds — and where the opportunities and risks may be found.”
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Use the midstream cash flow data for income conversations. Clients looking for yield beyond traditional fixed income need to see what pipeline operators are generating. Unallocated capital growing to $33 billion by 2030 is not an abstraction. The chart makes the case.
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Open the upstream slide in your next client meeting. “Crude is over $100. Why aren’t producers drilling more?” The forward curve chart answers that question in one visual.
- Exposure to U.S. energy producers, utilities, and midstream infrastructure
- Targets sectors supporting electrification and energy storage trends
- Covered call strategy to enhance yield and manage volatility
- Actively managed by a team with decades of energy sector experience
ETF structure with daily liquidity and 1099 tax reporting
Interested in Learning More?
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Hear Tortoise Capital’s senior portfolio management team on the structural shift from energy transition narrative to energy addition reality.
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Read the Advisor Insights Series — Deeper dives on upstream, midstream, and utility positioning for client portfolios.
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Explore Tortoise Capital's Energy Strategies — ETF and fund solutions built around the themes in this guide.
From Tortoise Capital Advisors — managing $10.8 billion (as of 3/31/26) across the energy value chain. One of the nation’s most experienced energy investors, founded 2002.
Ready to learn more? Lets talk.
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Important Information
Nothing contained in this communication constitutes tax, legal, or investment advice. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. This communication contains certain statements that may include “forward-looking statements.” All statements, other than statements of historical fact, included herein are “forward-looking statements.” Although Tortoise Capital believes that the expectations reflected in these forward-looking statements are reasonable, they do involve assumptions, risks and uncertainties, and these expectations may prove to be incorrect. Actual events could differ materially from those anticipated in these forward-looking statements as a result of a variety of factors. You should not place undue reliance on these forward-looking statements. This communication reflects our views and opinions as of the date herein, which are subject to change at any time based on market and other conditions. We disclaim any responsibility to update these views. These views should not be relied on as investment advice or an indication of trading intention. Discussion or analysis of any specific company-related news or investment sectors are meant primarily as a result of recent newsworthy events surrounding those companies or by way of providing updates on certain sectors of the market. Tortoise Capital, through its family of registered investment advisers, does provide investment advice to Tortoise-related funds and others that include investment into those sectors or companies discussed in this communication. As a result, Tortoise Capital does stand to beneficially profit from any rise in value of the sectors broadly discussed, including individual companies contained within.
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