Two mega trends are forming in the energy sector, portfolio manager says

Oil prices are rallying, which are sending beaten down energy stocks higher. Over the past month, Chevron and Exxon are up about 30% and Conoco Phillips is up 51%. Valero has gained 60% and Occidental Petroleum has soared 85%. Rob Thummel, senior portfolio manager at Tortoise Capital Advisors, joined "Squawk Box" on Monday to discuss his forecast for the sector.