Episode 24: Have MLPs Hit Bottom?

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 24: Have MLPs Hit Bottom?
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In this week’s podcast, Simon Lack discusses the ongoing shift into pipeline stocks

Episode 23: The Coming Rally in MLPs

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 23: The Coming Rally in MLPs
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In this week’s podcast, Simon Lack discusses why MLPs may be at the start of a long rally

Sources mentioned in podcast:

Episode 22: Stop Flaring Natural Gas

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 22: Stop Flaring Natural Gas
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In this week’s podcast, Simon Lack explains why flaring of natural gas needs to stop

Episode 21: Has Energy Sentiment ever Been Weaker?

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 21: Has Energy Sentiment ever Been Weaker?
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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

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 20: China Keeps Warming the Planet
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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

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 19: Better Run Companies Do Better
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In this week’s podcast, Simon Lack comments on how better corporate governance is helping returns

Episode 18: What if we Phased Out Coal?

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 18: What if we Phased Out Coal?
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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

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 17: Developing Countries Must Fight Harder on Climate Change
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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

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 16: Celebrity Climate Change Shaming
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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

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 15: Climate Extremists and Falling US CO2
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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

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