Ep. 184: Energy Markets, Oil & Gas, and the Future of Infrastructure with Rob Thummel

In this episode of The Jay Young Show, Jay sits down with Rob Thummel, Senior Portfolio Manager at Tortoise Capitaland member of the firm’s Investment Committee. With nearly 20 years at Tortoise, Rob has become a trusted voice in energy finance—frequently featured on Bloomberg, CNBC, Fox Business, and The Wall Street Journal.

Rob shares his journey from Ernst & Young to Tortoise Capital, what drives his passion for energy investing, and where he sees today’s biggest opportunities in oil, natural gas, and energy infrastructure. He also breaks down how geopolitics, ESG, and the energy transition are shaping the future of the market and explains how oil & gas can coexist with renewables in the decade ahead.

If you’re an investor, advisor, or simply curious about the evolving energy landscape, this conversation is packed with insights on balancing long-term strategy with short-term volatility, misconceptions about the energy sector, and the role of sustainability in modern investing.

Topics Covered:

Rob’s career journey in energy finance

Current state of oil & natural gas markets

Opportunities in energy infrastructure

ESG, sustainability, and the energy transition

Media misconceptions about energy investing

Tune in for expert insights on navigating today’s energy markets and uncovering where opportunities lie.