Episode 24: Have MLPs Hit Bottom?
In this week’s podcast, Simon Lack discusses the ongoing shift into pipeline stocks
Episode 23: The Coming Rally in MLPs
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
In this week’s podcast, Simon Lack explains why flaring of natural gas needs to stop
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:
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
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:
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:
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:
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