Robert Thummel Predictions

Managing Director & Senior Portfolio Manager, Tortoise Capital

Track Robert Thummel's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

5 forecasts 5 pending
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5 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Robert Thummel Natural Gas Natural gas demand will continue to rise, benefiting both US and Canadian producers
See quote
[6:31] our focus is we believe the demand for natural gas is going to continue to rise. There's an opportunity for the producers not not only just in in the US but also in Canada as well.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-21 2028-05-21 pending
Robert Thummel Electricity Demand US electricity demand will increase approximately 75% between now and 2030, growing at 1.5-2% per year
See quote
[24:42] Last 20 years, no growth in electricity demand. Next 20 years, one and a half to 2% growth every year. When you when you add that up um and you compound that, you're talking about 75% increase in electricity demand between now and 2030.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-21 2030-12-31 pending
Robert Thummel Nextera Energy The NextEra-Dominion merger will more than likely receive regulatory approval, but will take a long time
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[26:19] Will it get regulatory approval? Well, that's okay. So, that's that that that question is a is a great one... will it get it? I I don't know. I more than likely but but boy it's going it's it's going to take a lot a lot long it's going to take a long time to get all those various state approvals and and the federal federal approvals as well.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-21 2028-05-21 pending
Robert Thummel Targa Resources Targa Resources will continue to see volume growth from the Permian Basin, leading to higher and growing dividends
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[29:58] Targo will continue to see increased volumes uh out of the Peran Basin... we'll continue to see steady growth in volumes coming out of uh Target. that for for us as shareholders that that that means, you know, higher dividends um and growth in dividends

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-21 2027-05-21 pending
Robert Thummel Mplx MPLX will grow its dividend with a hefty increase, likely announced in October or November
See quote
[33:36] not only is that dividend intact, um, you can go back and look at their history, they're actually going to grow this dividend, and they've announced it and it's going to be a pretty hefty dividend increase. I think they do it once a year. I think it's sometime in maybe October, November or so.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-21 2026-11-30 pending