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Energy Outperformance, AI Power Demand, and Infrastructure Growth
Episode 699
Thursday, 12 March, 2026

This month, Senior Portfolio Manager Rob Thummel and Research Analyst Hunter Wilcox highlight key themes shaping the energy sector: Market Performance: Energy leads as oil prices climb. HALO Trade: Infrastructure assets gain investor attention. Power Demand: AI data centers drive new energy needs. Pipeline Growth: Behind-the-meter power projects expand. LNG Momentum: Volume growth and capital returns remain strong. AI Infrastructure: Companies transform to meet HPC demand.

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