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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..
Of Christmas Lights And Ladders
Christmas is a time of traditions, which in turn create nostalgia. Like endorphins, this is a free and harmless narcotic. Putting up the external Christmas lights, which we typically do right after Thanksgiving, usefully expends a few calories and kicks off that warm Yuletide feeling. Hunting through dusty boxes in the chilly attic for […]
The MLP Yuletide Spirit
This time of year usually prompts a blog post on MLP seasonals. It’s been a reliable topic (see 2015’s Why MLPs Make a Great Christmas Present or 2016’s Give Your Loved One an MLP This Holiday Season). The Alerian MLP Infrastructure Index (AMZI), which is tracked by the Alerian MLP ETF (AMLP) has long displayed […]
Safely, Cautiously Bullish
There’s no particular reason why a 12 month outlook is more important at year’s end, but that is nonetheless when research analysts take stock of past forecasts and offer new ones. In late 2022 many economists were forecasting a recession by now. In his press conference on Wednesday, Fed chair Jay Powell retained enough humility […]
Pipelines Shed Their Oil Sensitivity
Brent crude currently trades for around $4 per barrel less than a year ago. Back then Goldman Sachs published another highly convincing research report predicting higher oil driven by increasing demand and chronic underinvestment in new supply. Since then Jeff Currie has left the firm, hopefully not because of his not yet vindicated commodity super […]
Report From Wells Fargo Conference
SL Advisors partner Henry Hoffman spent a couple of days last week at the Wells Fargo Midstream and Utilities Symposium. He had the opportunity to meet with many of our portfolio companies and drew some useful insights. Below are Henry’s notes from the event. Chatter at the Conference: Throughout the one-on-one meetings, hallway conversations, and […]