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.
AMERICA’S ENERGY RENAISSANCE
A video series presented by SL Advisors featuring insights on energy infrastructure and other investment topics
Latest
Progressive Energy Policies Are Costing New Jersey
Simon Lack of SL Advisors discusses renewable energy and how Murphy’s clean energy bill was a mistake.
Should We Fear Another Tariff War?
Simon Lack of SL Advisors discusses Trump’s new plan for tariffs.
Simon Lack of SL Advisors reviews The Statistical Review of World Energy and it implications on renewable energy.
Simon Lack of SL Advisors reviews the retaliation we may face in midstream energy due to the U.S.’s attack on Iran’s nuclear facilities.
Simon Lack of SL Advisors reflects on America’s self sufficiency with oil and how a newfound war can affect midstream energy.
Are Inflation Concerns Returning?
Simon Lack of SL Advisors discusses the economy’s difficulty to manage fiscal debt and how midstream energy has the right traits to work through it.
Simon Lack of SL Advisors discusses Trump’s confusing economics and how he is viewed as unpredictable.
Simon Lack of SL Advisors discusses the effects of inflation on the market and how baby boomers and Medicare are playing an impact on debt.
Is Nat Gas The New Alternate Power Source For Energy Reliance?
Simon Lack of SL Advisors discusses the past week in midstream energy and it’s drama free perks.
Simon Lack of SL Advisors discusses the hold tariffs have over the economy and the little impact it plays on Midstream Energy.
Energy Transfer Gets Vengeance
Simon Lack of SL Advisors discusses the Greenpeace court case, CO2 emissions, and the need for natural gas in today’s world.
Can America Survive The Tariff War?
Simon Lack of SL Advisors discusses the tariff war and the role it plays on midstream energy infrastructure.
Simon Lack of SL Advisors discusses the ineffectiveness of electric vehicles and how policymakers skew the public’s perception.
Simon Lack of SL Advisors discusses nuclear power and the benefits and side effects of this source of power.
Simon Lack of SL Advisors discusses Deepseek’s role on energy and how data center and AI play a role on energy demand.
Simon Lack of SL Advisors explains how midstream energy infrastructure is an attractive sector at the moment.
Simon Lack of SL Advisors explains the effects of fossil fuel usage in emerging markets and the toll it takes on our world.
Simon Lack of SL Advisors discusses Trumps use of transitional diplomacy and how America needs to start asking more of its allies.
New York’s Flawed State of Mind
Simon Lack of SL Advisors discusses the role the NY state climate superfund act will play for New Yorkers and pipeline companies.
The Department of Energy Has It Wrong
Simon Lack of SL Advisors discusses the Department of Energy’s mistaken views on natural gas and the push for renewable energy.
Simon Lack of SL Advisors discusses Chris Wright’s potential benefits if hired as the new U.S. Secretary of Energy.
Simon Lack of SL Advisors discusses the pitfalls of an MLP fund and how diversification via C-Corporations can benefit you.
Sensible Energy Policies Are Here
Simon Lack of SL Advisors discusses the role Chris Wright will play as the potential Energy Secretary for the United States and how natural gas is the most sensible energy source for the world.
Simon Lack of SL Advisors discusses the results of the 2024 election and how it will impact midstream energy.
Simon Lack of SL Advisors discusses the impact the 2024 election will have on midstream energy.
Simon Lack of SL Advisors discusses the negative impact the Sierra Club has on climate change.
Simon Lack of SL Advisors discusses the Sierra Club’s judicial terrorism and thwarting of human development.
Simon Lack of SL Advisors discusses societies disinterest in lowering greenhouse gas emissions and the governments inability to put anything in place to help create change.
Simon Lack of SL Advisors discusses the push for renewables but the governments hesitation to lower EV prices.
Simon Lack of SL Advisors discusses the longevity that comes with pipeline companies and the appeal with midstream energy.
Don’t Worry About The Election
Simon Lack of SL Advisors discusses how the results of the 2024 Election with affect the energy sector.
How’s The Energy Transition Going?
Simon Lack of SL Advisors discusses the progress of the energy transition and the need for natural gas.
Simon Lack of SL Advisors discusses GDP growth across the world and how America’s work ethic benefits it in the end.
Simon Lack of SL Advisors discusses the push from Guyana for big oil and how it will help their GDP growth.
America’s Looming Power Problem
Simon Lack of SL Advisors discusses the increasing need for power and the difficulty of supplying it via transmission lines.
The Surprising Growth In US Power Demand
Simon Lack of SL Advisors discusses the connection between data centers and an increase in power demand.
China Prizes Energy Security Over Emissions
Simon Lack of SL Advisors discusses the increased in fossil fuel emissions in 2023 and how despite China’s move towards electric vehicles they are a big contributor to the fossil fuel emissions.
Simon Lack of SL Advisors discusses the increased demand for coal in emerging markets and the need for natural gas to help ease the demand for fossil fuels.
America’s Fiscal Clock Is Ticking
Simon Lack of SL Advisors discusses the Federal Reserves decisions on quantitative easing and it’s negative effects on the economy.
Simon Lack of SL Advisors discusses the benefits of pipeline investing and how the sector performed compared to other sectors in 2023.
The LNG Pause Is Because of Immigration
Simon Lack of SL Advisors discusses the link between immigration policy and midstream energy.
Simon Lack of SL Advisors discusses the benefits of owning real assets and why you’ll want to consider learning more.
Stop Paying for Overpriced EVs
Simon Lack of SL Advisors discusses the EV owners stranded at charging stations in Chicago due to the cold weather and the disadvantages of owning an EV.
Utility Investing Is A Bad Idea
Simon Lack of SL Advisors explains the difference between Midstream Energy investing and Utility investing and the downsides of selecting the wrong one.
Simon Lack of SL Advisors explains his background, expertise, and passions.
Simon Lack of SL Advisors explains the age old tradition of eating Christmas Pudding and the perks of it being made with Suet.
Simon Lack of SL Advisors discusses the dismissal of Charif Souki as CEO of Tellurian and how his “mistakes” led to the decision.
Simon Lack of SL Advisors discusses the COP28 and how fossil fuels vary across the world but China remains one of the highest CO2 producers.
How BREXIT Voters Have a Low IQ
Simon Lack of SL Advisors discusses the University of Bath’s intellectual arrogance in regards to BREXIT voting and when it’s best to keep your opinions to yourself.
Simon Lack of SL Advisors discusses ESG investing and how financial advisors harp on clients who may be uninformed and at risk of being swayed.
Simon Lack of SL Advisors discusses the negative aspects of electric vehicles and while he will be sticking to gas powered cars.
Simon Lack of SL Advisors explains Interval Funds and how their close end nature and limited liquidity may not be the right choice for you.
Simon Lack of SL Advisors discusses the downsides of renewable energy and the recent scrapping of wind turbines on the NJ shore.
Will EVs Peak Before Fossil Fuels?
Simon Lack of SL Advisors discusses electric vehicles and their impending peak.
Will Geopolitical Risk Affect The Energy Market?
Simon Lack of SL Advisors discusses the Hamas attacks, Russian Ukraine War, and their effects on the energy market.
Simon Lack of SL Advisors answers commonly asked questions regarding pipeline companies and their influence on the market.
Simon Lack of SL Advisors answers commonly asked questions regarding the Midstream Energy Sector.
Simon Lack of SL Advisors discusses the need to cut Greenhouse Gas Emissions and the push for natural gas.
Simon Lack of SL Advisors discusses the uptick in LNG exports and the demand for more LNG export facilities. Simon also discusses the current state of the Oneok/Magellan merger.
Climate Extremists Are The Problem
Simon Lack of SL Advisors discusses how climate extremists have it wrong.
Where Does The Future Of Magellan Stand?
Simon Lack of SL Advisors discusses investor sentiment regarding the Magellan and Oneok Merger.
Simon Lack of SL Advisors discusses the potential merger of Oneok and Magellan and how it will affect it’s current investors.
Why 4% Inflation is More Likely Than 2%
Simon Lack of SL Advisors discusses the current state of our economy and the effects the Federal Reserve’s decisions have on inflation and interest rates.
Why is the world full of pessimists?
Simon Lack of SL Advisors discusses how the world perceives the current state of the economy and what the future holds for the next generation.
Another Problem for New Jersey
Simon Lack of SL Advisors discusses Empower NJ and their push for renewables.
Simon Lack of SL Advisors discusses inflation and the current state of the economy.
Simon Lack of SL Advisors discusses the EIA’s 2023 Energy Outlook.
The Coming Squeeze On Bank Deposit Rates
Simon Lack of SL Advisors discusses the Federal Reserve interest rate hikes and their effect on banks.
Simon Lack of SL Advisors discusses the Federal Reserve and their future goals for the economy.
Simon Lack of SL Advisors discusses how remote work is affecting the real estate markets and why pipelines are an attractive sector.
Infrastructure’s Energy Demands Attention
Simon Lack of SL Advisors discusses midstream energy infrastructure and why the focus on infrastructure is key.
The Federal Cost of Fighting Inflation
Simon Lack of SL Advisors discusses the Federal Reserves approach to combating inflation and it’s effect on the economy.
Simon Lack of SL Advisors discusses the BP energy outlook for 2023 and discusses the implications of the information.
AMLP Trips Up On Tax Complexity
Simon Lack of SL Advisors discusses the tax consequences of investing in a fund with 100% MLP exposure.
Why Aren’t Renewables Stocks Soaring?
Simon Lack of SL Advisors discusses renewables and the prices that come with them.
How SeaForest is Helping Reduce CO2
Simon Lack of SL Advisors discusses methane’s effect on greenhouse gas emissions and the role SeaForest plays to combat this issue.
Why Climate Extremists Are Confused
Simon Lack of SL Advisors discusses the effects climate extremists are having on midstream energy infrastructure.
Tellurian Pays For Performance in Advance
Simon Lack of SL Advisors discusses Charif Souki’s role at Cheniere and where his new company, Tellurian, is headed.
The Feds Problem With Housing Inflation
Simon Lack of SL Advisors discusses core CPI, OER, and how housing inflation affects the every day consumer but not the federal reserve.
Are China and India Causing Global Warming?
Simon Lack discusses the effects on China and India’s increased use of coal, ever growing CO2 emissions, and their effects on the world.
Resorting to Energy Price Caps
Simon Lack of SL Advisors discusses the G7, price caps on European energy, and the role CO2 emissions plays in the energy sector.
Simon Lack discusses China’s increase in CO2 Emissions, Europe’s ever rising gas prices, and the overall state of energy in the world.
Will Energy Prices Push Europe Into Recession?
Simon Lack discusses the Europe energy crisis and the outlook for the state of Europe going forward.
The Fed Is Digging Itself A Hole
Simon Lack of SL Advisors discusses the Fed’s current interest rate decisions, short term rates, 10 year treasury yields, and the current state of the economy.
Simon Lack discusses the state of our current economy and if we are currently in a recession and where we are expected to go.
Energy Sector Gives White House A Lesson
Simon Lack discusses the 75 basis point hike and its affect on the energy sector and economy.
Simon Lack of SL Advisors discusses the disadvantages of ESG investing and how climate extremists are beneficial for energy investors.
Simon Lack of SL Advisors discusses why ESG is a scam and his views on ESG investing.
Have pipelines earnings reached their peak?
Simon Lack discusses pipeline earning reports for 2022 thus far.
Is the Federal Reserve causing high gas prices?
Simon Lack discusses the Federal Reserve, Inflation, and Midstream Energy Infrastructure.
What’s the deal with natural gas?
Simon Lack of SL Advisors discusses the great outlook for US natural gas in 2022.
Simon Lack looks back on all of SL Advisors blog posts from March 2022.
The EIA’s 2022 Annual Energy Outlook
Simon Lack discusses the EIA’s 2022 Annual Energy Outlook and reviews their forecasted direction for the energy sector in the next 30 years.
Simon Lack reviews all of his blog posts from February 2022 regarding LNGs, midstream energy infrastructure, pipelines, renewables, inflation, and more.
The End of Modern Monetary Theory
Simon Lack, Managing Partner of SL Advisors, LLC, discusses Modern Monetary Theory, U.S. publicly held debt, inflation, and his book “Bonds are Not Forever”
Inflation and the Energy Sector
Simon Lack explains inflation and the energy sector.
SL Advisors Midstream Energy and Inflation Outlook – December 16, 2021
Update on Midstream Energy and Inflation Outlook – December 16, 2021
SL Advisors Energy Infrastructure Update May 28, 2020
Update on Energy Infrastructure May 28, 2020
Fighting Climate Change with Trees
Simon Lack explains fighting climate change with trees.
Asia Should Use More Natural Gas
Simon Lack explains why Asia should use more natural gas.
Simon Lack explains flaring in the Permian Basin.
SL Advisors Webinar October 24, 2019
Simon Lack explains Volumes, Cashflow and ESG.
Simon Lack explains why ESG funds are benefitting pipeline corporations more than partnerships.
Simon Lack discusses the long term outlook for fossil fuel demand and the role fossil fuels will play in the energy mix of the future.
Webinar: Pipelines Gushing Cash
In this Webinar, Simon Lack discusses the pipeline sector’s growing Free Cash Flow.
Pipelines Show Improving Risk Return
In this video, Simon Lack discusses the improving environment of pipeline stocks within the framework of the Capital Asset Pricing Model (CAPM).
In this video, Simon Lack explains why pipelines will be generating significantly more cash flow over the next 3 years and what this means for investors.
Webinar: The Shale Revolution: Where’s All This Production Going?
Simon and Henry review the prospects for continuing growth in US oil and gas production.
Webinar: 2019 Outlook for North American Energy Infrastructure
We discuss the outlook for U.S. energy infrastructure. The sector has frustrated investors for the past two years, but there are reasons to believe improved returns are ahead. We’ll explain why.
2018 Lessons From the Pipeline Sector
Feedback on 2018 blogs reveal investor thoughts on the pipeline sector. Dividend cuts and hopes for a recovery predominate. Watch Simon Lack review the major themes of 2018.
Simon Lack of SL Advisors explains how the Shale Revolution is the most fantastic American success story.
The Short Cycle Advantage of Shale
Big Oil is turning to shorter term projects to reduce the uncertainty associated with long term projects. Simon Lack of SL Advisors explains the impact of this shift on the oil & gas industry.
MLP-dedicated funds are structured as corporations, which means they pay corporate taxes. Simon Lack of SL Advisors explains the tax impact on MLP fund returns.
Could Oil “Super-Spike” Above $150
Falling investment in new sources of oil supply are creating the conditions for much higher prices in the years ahead. Simon Lack of SL Advisors explains why.
Pipeline Investors Fight Climate Change
Energy infrastructure is behind the world’s biggest CO2 reductions. Simon Lack of SL Advisors explains why.
As a result of the Shale Revolution, America has become the world’s leader in the production of plastics. Simon Lack of SL Advisors explains why.
MLP Investors: The Great Betrayal
Distribution cuts and adverse tax outcomes have alienated traditional MLP investors. A shift to corporate ownership is leading to dividend hikes with better returns ahead.
Valuing Pipelines like Real Estate
As the midstream energy infrastructure sector transitions from MLPs to corporations we believe the method of valuation needs to change with it. Watch Simon Lack explain why.