On this episode of The Money Path, host Todd M. Schoenberger is joined by Rob Thummel, Senior Portfolio Manager at Tortoise Capital, for a timely deep dive into the forces reshaping global energy markets. Rob explains why the geopolitical risk premium in oil is returning, driven by rising tensions in Venezuela and Iran, and why disruptions in critical shipping lanes like the Strait of Hormuz could send prices sharply higher. He also breaks down how supply discipline from U.S. producers and steady demand growth could help rebalance oil markets — even as volatility remains elevated. The conversation then shifts to the electricity boom, fueled by AI, data centers, and electrification. Rob outlines why natural gas is playing a central role in meeting surging power demand and highlights opportunities across electric generation, transmission, and energy infrastructure. He discusses why the U.S. is well positioned to lead the next phase of AI growth thanks to abundant, reliable energy — and why an all-of-the-above approach to power generation matters. The episode also explores U.S. energy exports, LNG’s role in global energy security, and how natural gas adoption has helped reduce emissions — offering a pragmatic blueprint for balancing growth, reliability, and sustainability. If you want a clear, forward-looking view on oil volatility, electricity demand, and where energy investment opportunities are emerging, this is an episode worth watching. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: ⁠  / crosscheck-media-llc  ⁠ Instagram: ⁠  / crosscheckmedia  ⁠ Facebook: ⁠  / crosscheckmedia  ⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #ToddMSchoenberger #RobThummel #TortoiseCapital #EnergyMarkets #OilPrices #Geopolitics #Venezuela #Iran #StraitOfHormuz #CrudeOil #NaturalGas #Electricity #AI #DataCenters #EnergyInfrastructure #Electrification #LNG #EnergyExports #PowerGeneration #Utilities #EnergyInvesting #Commodities #MarketOutlook #GlobalEnergy #EnergySecurity Learn more about your ad choices. Visit megaphone.fm/adchoices