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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.
Last Year’s Favorite Blog Posts
We enjoy the feedback from our blog readers, which along with the pageviews inform future topics. Looking back over last year’s posts, natural gas growth, the challenges facing renewables and obstructionist climate extremists were among the themes that resonated most. The most popular post was The Inflationary Energy Transition, which reviewed how US electricity prices […]
Economists Having Fun With Inflation
The other day I read a tweet complaining that since 1971 household family income had increased 5.5X (from $10K to $55K) while the median cost of a new car has gone up by 12X ($4K to $48K). It’s not quite correct. Median family income has risen to $101K, so has almost kept up. But it […]
The 8X Energy Transition
Over the years I’ve developed a few soundbites to help investors remember why they should invest in midstream energy infrastructure. Once it became clear that climate extremists’ efforts to impede new pipeline construction were boosting free cash flow, I proclaimed that we should all hug our local climate protester and drive them to their next […]
English Christmas Traditions
Around this time of year, I’ve often indulged myself in writing about Christmas pudding (for more, watch this video). This English dessert is a rich, dark fruit cake best enjoyed heated with heavy cream. It is an acquired taste, and our children were each offered one brief opportunity to develop a taste for it. While […]
The Transatlantic Energy Trade
For years the center of gravity for global LNG trade was in Asia. China, India, Japan and South Korea were routinely over 60% of global LNG imports. Asia-Pacific was often over 70%, reaching a high of 75% in 2018. Australia and Qatar were geographically better suited than the US to meet this demand, and our […]