Episode 21: Has Energy Sentiment ever Been Weaker?

In this week’s podcast, Simon Lack comments on sentiment among midstream energy infrastructure investors

Sources mentioned in podcast:

https://sl-advisors.com/the-coming-pipeline-cash-gusher




Episode 20: China Keeps Warming the Planet

In this week’s podcast, Simon Lack comments on how China’s coal use is expanding to offset global efforts against climate change

Sources mentioned in podcast:

https://www.ft.com/content/c1feee40-0add-11ea-b2d6-9bf4d1957a67

https://www.bloomberg.com/news/articles/2019-11-21/aramco-faces-serious-risks-from-climate-change-report-says

https://www.bbc.com/news/entertainment-arts-50490700




Episode 19: Better Run Companies Do Better

In this week’s podcast, Simon Lack comments on how better corporate governance is helping returns




Episode 18: What if we Phased Out Coal?

In this week’s podcast, Simon Lack comments on phasing out coal

Sources mentioned in podcast:

NYTimes article

 




Episode 17: Developing Countries Must Fight Harder on Climate Change

In this week’s podcast, Simon Lack comments on developing countries inaction on climate change

Sources mentioned in podcast:

NYTimes article

Miami Will Be Underwater Soon

Polluted Oceans




Episode 16: Celebrity Climate Change Shaming

In this week’s podcast, Simon Lack complains about celebrities lecturing us on climate change

Sources mentioned in podcast:

Leonardo DiCaprio

Katy Perry at Google Camp

Julia Roberts, James Cameron and Al Gore

If you missed our webinar last week, titled “Volumes, Cashflow and ESG”, here’s a link to a replay.




Episode 15: Climate Extremists and Falling US CO2

In this week’s podcast, Simon Lack talks about climate extremists and good news on US CO2 emissions

 

Sources mentioned in podcast:

Greta Thunberg in the Economist

New York Post on where CO2 emissions are growing

Extinction Rebellion video protesting on top of commuter train

EIA Short Term Energy Outlook




Episode 14: The Misdirection of Extinction Rebellion

The Misdirection of Extinction Rebellion

 

In this week’s podcast, Simon Lack talks about Extinction Rebellion’s misguided objectives




Episode 13: Review of Russell Gold’s Superpower

Review of Russell Gold’s Superpower

In this week’s podcast, Simon Lack talks about his conclusions after reading Russell Gold’s recent book, Superpower




Episode 12: Greta’s Grandstanding

Greta’s Grandstanding

 

In this week’s podcast, Simon Lack talks about Greta Thunberg’s UN speech and long term projections for energy use