Rob Thummel on Oil’s Decline, the Rise of Electricity, and Top Energy Investment Picks
The Money Path: Rob Thummel on Oil’s Decline, the Rise of Electricity, and Top Energy Investment Picks
In this episode of The Money Path with Todd Schoenberger, Todd welcomes Rob Thummel, Senior Portfolio Manager at Tortoise Capital, to break down today’s rapidly evolving energy markets.
Rob shares his insights on the recent oil price spike from geopolitical tensions in Qatar, why he expects oil prices to trend lower given rising supply from OPEC+, and what catalysts—like sanctions on Russian exports—could drive volatility. He also addresses the oil industry’s workforce decline, the role of AI and efficiency in reshaping operations, and why valuations still make energy stocks attractive for dividends and buybacks.
The conversation then shifts to the surging demand for U.S. electricity, fueled by AI growth, reshoring of manufacturing, and EV adoption. Rob explains why electricity is the future of energy investing and names specific companies positioned to benefit:
- Vistra (VST) – a leader in electricity generation with strong exposure to data centers.
- NRG Energy (NRG) – balancing electricity generation with retail energy solutions.
- Constellation Energy (CEG) – a major player in nuclear and renewable generation.
- Riot Platforms (RIOT) & TeraWulf Inc (WULF) – Bitcoin miners transitioning into AI-driven data center operators.
Rob calls this one of the most exciting times in his 30-year career to be investing in energy.
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