Why Energy Infrastructure Is Outpacing the S&P 500 | Rob Thummel on LNG, AI & 2025 Market Outlook

In this must-watch episode of Buy Hold Sell, hosts ⁠⁠Tobin Smith⁠⁠ (TransformityResearch.com) and ⁠⁠Todd M. Schoenberger⁠⁠ (CEO, CrossCheck Media) sit down with ⁠⁠Rob Thummel⁠⁠, Managing Director and Senior Portfolio Manager at ⁠⁠Tortoise Capital⁠⁠, to break down the energy market's current trends and future outlook. ⚡📊

Thummel offers expert insight into:

🔹 Dividend investing in energy stocks

🔹 Resilience of energy infrastructure during GDP slowdowns

🔹 The growing global role of U.S. Natural Gas and LNG Exports

🔹 Why “There is no AI without EI” (Energy Infrastructure)

🔹 Capital discipline, cybersecurity, and institutional investing

🔹 Master Limited Partnerships (MLPs) and midstream opportunities

🔹 Tariffs and geopolitical forces reshaping the energy landscape

📌 With companies like Cheniere Energy showing strong fundamentals, and a clear shift in the U.S. power industry, this episode is packed with strategic opportunities for savvy investors.

💡 Whether you’re investing in Hydrogen, Natural gas, or midstream giants, this discussion gives you the roadmap for energy investing in 2025 and beyond.

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📢 Hashtags for Reach & Engagement

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