Debate: Energy Infrastructure – Will It Double in the Next Decade?
Featuring:
Robert Thummel, Senior Portfolio Manager & Investment Committee Member at
Tortoise Capital.
As the U.S. power grid strains under the weight of rising demand, AI-fueled data centers, and shifting global energy dynamics, one sector stands at the center of it all:
energy infrastructure. In this episode, we break down the critical—and often misunderstood—backbone of the modern energy system. With insights from industry veteran Rob Thummel, we explore:
In today’s episode, we explore:
- What qualifies as “energy infrastructure”
- Why energy demand, flat for nearly two decades, is now set to surge
- Can our grid and pipeline systems keep up—or are we already hitting bottlenecks
- Why U.S. energy needs may diverge from the global picture
- Where investors should look for the best risk-adjusted opportunities
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