SL Advisors Talks Energy Archives - Page 7 of 10

Episode 34: Vaclav Smil

February 28, 2020/0 Comments/in SL Advisors Talks Energy/by Simon Lack

SL Advisors Talks Energy

Episode 34: Vaclav Smil

00:00 / 00:05:47

In this week’s podcast, Simon Lack discusses energy writer Vaclav Smil

Sources mentioned in podcast:

Sources of energy

https://ourworldindata.org/energy

Episode 33: The Biggest Question in Investing

February 21, 2020/0 Comments/in SL Advisors Talks Energy/by Simon Lack

SL Advisors Talks Energy

Episode 33: The Biggest Question in Investing

00:00 / 00:06:26

In this week’s podcast, Simon Lack discusses long term interest rates

Episode 32: Beyond Petroleum

February 14, 2020/0 Comments/in SL Advisors Talks Energy/by Simon Lack

SL Advisors Talks Energy

Episode 32: Beyond Petroleum

00:00 / 00:04:46

In this week’s podcast, Simon Lack discusses BP’s latest move to invest in renewables

Episode 31: Is Climate Change Driving Capital?

February 7, 2020/1 Comment/in SL Advisors Talks Energy/by Simon Lack

SL Advisors Talks Energy

Episode 31: Is Climate Change Driving Capital?

00:00 / 00:06:26

In this week’s podcast, Simon Lack discusses the impact of climate change on investment choices

Sources mentioned in podcast:

EIA electricity generation by source

https://www.eia.gov/energyexplained/electricity/electricity-in-the-us.phpFT article on China and emissions

Episode 30: Who’s Really ESG?

January 31, 2020/0 Comments/in SL Advisors Talks Energy/by Simon Lack

SL Advisors Talks Energy

Episode 30: Who's Really ESG?

00:00 / 00:05:45

In this week’s podcast, Simon Lack discusses the loose definition of ESG

Sources mentioned in podcast:

CO2 Emissions

https://climateactiontracker.org/countries/eu/

FT article on China and emissions

https://www.ft.com/content/2da15374-40e7-11ea-bdb5-169ba7be433d

Episode 29: Davos Talks Climate Change

January 24, 2020/0 Comments/in SL Advisors Talks Energy/by Simon Lack

SL Advisors Talks Energy

Episode 29: Davos Talks Climate Change

00:00 / 00:05:45

In this week’s podcast, Simon Lack discusses climate change news from Davos

Sources mentioned in podcast:

How many private jets flew to Davos in 2019?

https://www.businessinsider.com/davos-by-the-numbers-billionaires-private-jets-security-bill-2020-1

OIL CEOs discuss emissions

https://www.worldoil.com/news/2020/1/22/oil-leaders-at-davos-debate-tougher-co-cuts-as-pressure-mounts

Episode 28: Coal Becomes the Pariah

January 17, 2020/0 Comments/in SL Advisors Talks Energy/by Simon Lack

SL Advisors Talks Energy

Episode 28: Coal Becomes the Pariah

00:00 / 00:05:19

In this week’s podcast, Simon Lack discusses Blackstone’s recent client letter on sustainability

Episode 27: How To Manage Iran Risk

January 8, 2020/0 Comments/in SL Advisors Talks Energy/by Simon Lack

SL Advisors Talks Energy

Episode 27: How To Manage Iran Risk

00:00 / 00:05:51

In this week’s podcast, Simon Lack discusses how investors should manage the risk of Middle East conflict

Episode 26: Life is Good

January 3, 2020/0 Comments/in SL Advisors Talks Energy/by Simon Lack

SL Advisors Talks Energy

Episode 26: Life is Good

00:00 / 00:05:23

In this week’s podcast, Simon Lack discusses the many positives about today’s human existence

Episode 25: Pipelines Close a Good Year

December 27, 2019/2 Comments/in SL Advisors Talks Energy/by Simon Lack

SL Advisors Talks Energy

Episode 25: Pipelines Close a Good Year

00:00 / 00:06:45

In this week’s podcast, Simon Lack discusses the positive momentum for certain pipeline stocks heading in to the new year