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AMERICA IS IN THE MIDST OF AN ENERGY REVOLUTION.

By capitalizing on American technology, ingenuity, and frontier spirit, the Shale Revolution—driven by horizontal drilling and fracking—is turning the world’s energy markets upside down.


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Discussing Corporate Governance on Canadian TV

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Canada’s Business News Network picked up on my recent blog on Agrium (AGU) and the company’s plan to pay Canadian financial advisers who vote their clients’ shares in favor of management’s slate of Board nominees. Here’s a brief spot I did earlier today.

THE AI REVOLUTION NEEDS ENERGY

US natural gas demand is growing to supply data centers and LNG exports. We believe midstream energy infrastructure offers predictable cash flows to investors.

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