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..

Some Energy Forecasts Are Aspirational

SL Advisors Talks Markets
SL Advisors Talks Markets
Some Energy Forecasts Are Aspirational
/

Long term energy forecasts are nowadays subject to a partisan test by many readers based on whether or not they project a rapid energy transition. The biggest oil and gas producers such as Exxon Mobil and Shell understand that the media interprets their published long run energy forecasts as reflecting their capex criteria. The result […]

COP27 Realism Is Good For Gas

SL Advisors Talks Markets
SL Advisors Talks Markets
COP27 Realism Is Good For Gas
/

The COP27 ended with an agreement by rich countries to make increased payments to poor ones, but a commitment to phase out all fossil fuels failed to gather unanimous support. The holdouts included Saudi Arabia and Russia, who supply substantial volumes of oil and gas to willing buyers but don’t rank highly on the list […]

Why Aren’t Renewables Stocks Soaring?

SL Advisors Talks Markets
SL Advisors Talks Markets
Why Aren’t Renewables Stocks Soaring?
/

2022 should have been a great year for renewables. The prices of fossil fuels, which they are supposed to replace, have jumped. Russia’s invasion of Ukraine has heightened the importance of energy security, which solar panels and windmills offer because most countries can find places to build them. And global Green House Gas emissions (GHGs) […]

Of Red Crypto And Black Pipelines

SL Advisors Talks Markets
SL Advisors Talks Markets
Of Red Crypto And Black Pipelines
/

Bitcoin could be poised for another ascent. Bulls will be encouraged that Jim Cramer advised holders to sell following the collapse of FTX. Few readers would have been surprised when this blog first expressed crypto-skepticism in December 2017. Its return since then is 1.7% pa, substantially behind the market and, naturally, midstream energy infrastructure. But […]

Energy Pragmatism Is Beating Extremism

SL Advisors Talks Markets
SL Advisors Talks Markets
Energy Pragmatism Is Beating Extremism
/

As the world’s leaders meet in Egypt at the COP27 climate change conference, there are reasons for optimism among those who yearn for a pragmatic approach to reducing global Green House Gas emissions (GHGs). The Economist magazine front covers over the past couple of years provide an evolving perspective from one publication that likes to […]