Blog - SL-Advisors

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EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES AND INFLATION 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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Emerging Markets Never Do

January 14, 2024/1 Comment/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

Allocating to emerging markets is a Wall Street construct designed to confuse investors and justify periodic reallocations to higher fee products that obscure measures of relative performance. Some financial advisors will be outraged at this statement. So let me quickly move to the evidence. Start with the Vanguard Emerging Markets Stock Index Fund, the biggest […]

Chesapeake and Southwestern Are Betting On Higher US NatGas

January 10, 2024/1 Comment/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

Chesapeake (CHK) and Southwestern (SWN) are the latest energy companies to be contemplating a merger. Chesapeake was founded by Aubrey McLendon, whose belief in higher natural gas prices combined with his ample risk appetite led the company into financial difficulties during a period of low prices. In 2016 he was indicted by a federal grand […]

US Sets Multiple Energy Records

January 7, 2024/0 Comments/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

President Biden probably won’t brag about US energy production, but when the final figures for 2023 are in the US will have set numerous records. Crude oil production reached a record 13.2 Million Barrels per Day (MMB/D) in October, surpassing the prior record set four years earlier before the pandemic. Few analysts were projecting this […]

Bond Rally Helped Equity Valuations

January 3, 2024/0 Comments/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

It can fairly be said that the bond market boosted stocks in the last couple of months of the year. Equities have lost their cheapness in recent years, ever since the Fed belatedly became concerned about inflation. TINA became unfashionable as interest rates returned to unfamiliar, reasonable levels. Compared with bonds, stocks are as expensive […]

Year-End Roundup

December 31, 2023/1 Comment/in Midstream Energy Infrastructure SL Advisors Talks Markets/by Simon Lack

Heading into year’s end, a number of interesting stories caught my attention. Energy Transfer (ET) rarely avoids conflict and is embroiled in a dispute with three pipeline developers in Louisiana who sought crossings over Gulf Run Pipeline, owned by ET. Momentum Midstream, one of the developers with a $1.6BN project, accused ET of unfair trade […]