Blog - SL-Advisors

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EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES HIGH

America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors.

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Pipelines Will Get a Lift From Gas

May 14, 2025/0 Comments/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

Following Sunday night’s 90-day agreement on tariffs between the US and China, the S&P500 sailed back above its pre-Liberation Day levels. All is right with the world. Sentiment seems weaker than data, so one will correct. After Liberation Day JPMorgan called for a 2H25 recession. Following the tariff news they dropped that forecast. Fed Funds […]

Tariff Trauma Is Receding

May 11, 2025/1 Comment/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

Americans visiting Europe know that Republican presidents are generally less popular than Democrat ones, since Europe’s political center of gravity is left of ours. This is especially true of President Trump, which didn’t surprise us on a recent trip with friends to the UK and Belgium. Trade policy is largely how Europeans experience US presidential […]

Drama-Free Energy Stocks

May 7, 2025/1 Comment/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

Supplies of crude oil were already set to increase by 2.6 Million Barrels per day (MMB/D) year-on-year before the OPEC+ announcement on Monday. Demand is growing in emerging economies across Asia, Africa and South America, but not fast enough. This has led to forecasts of stocks increasing by 2 MMB/D this year. Last year we […]

Tariffs Not Biting Yet

May 4, 2025/0 Comments/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

On Friday the market achieved a welcome milestone in that the S&P500 rose above its pre-Liberation Day level. The unemployment report suggested that we’re not yet falling into a recession. Signs that trade negotiations with China may start was encouraging. Midstream earnings have been coming in with little discernible impact from the tariff trauma. Worth […]

The Iberian Grid Warning

April 30, 2025/0 Comments/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

It’s too early to say what caused the loss of power across Spain and parts of Portugal, but early signs are that it was linked to a disruption in solar supply. Some will soon blame it on global warming. But reducing greenhouse gas emissions (GHGs) requires increased electrification of energy systems. European governments are pushing […]