THE AI REVOLUTION NEEDS ENERGY
US natural gas demand is growing to supply data centers and LNG exports. 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
Inflation is Winning and Bonds Are Paying The Price
Date: 09/11/2026
Simon Lack of SL Advisors explains how rising energy and transportation costs, persistent inflation, and mounting federal borrowing are putting renewed pressure on the bond market. He also discusses why midstream energy infrastructure—with certain tariffs and contracts linked to inflation—may offer investors a measure of protection.
Trump vs. the Fed: The Inflation Fight Is Just Beginning
Date: 08/31/2026
Simon Lack of SL Advisors examines the growing tension between inflation, interest rates, the Federal Reserve and the White House—and why the path back to 2% inflation may not be easy. He explains why investors should consider the possibility of inflation remaining higher for longer and how midstream energy infrastructure may offer resilience in that environment.
The World Wants More U.S. Gas — And AI Does Too
Date: 08/11/2026
Simon Lack of SL Advisors explores how surging global LNG demand and the explosive growth of AI are creating powerful new opportunities for America’s natural gas infrastructure. Discover why midstream energy companies are generating strong cash flows—and why this overlooked corner of the energy market could offer compelling investment opportunities.
The Durable Case for Midstream Energy
Date: 07/28/2026
Simon Lack of SL Advisors explains why surging U.S. natural gas demand could create a major opportunity for midstream energy infrastructure. Discover how LNG exports, AI-driven power demand, and growing pipeline volumes are reshaping the investment landscape—and why the biggest winners may not be the gas producers themselves.
How the War with Iran Just Made American Energy Unstoppable
Date: 07/01/2026
Simon Lack reviews the performance of energy in June 2026 and discusses his time in America with the upcoming 250th anniversary approaching.
Oil to $150? Exxon and Chevron Think It’s Possible
Date: 06/08/2026
Simon Lack dives into the future of oil in 2026.
The Strait of Hormuz Crisis: Why Energy Markets May Never Recover
Date: 05/13/2026
Simon Lack discusses the fate of the energy markets.
The Stock Market Bounced Back!
Date: 04/17/2026
Simon Lack reviews the war in Iran and how the current state of affairs has affected the market.
Date: 04/09/2026
Simon Lack discusses the impacts of the US/Iran ceasefire on natural gas, oil, and the midstream energy space.
Date: 03/23/2026
Simon Lack reviews the benefits of LNG investing during the current state of affairs with Iran.
Why you should position towards LNG
Date: 03/09/2026
Simon Lack explains the effect of the Iran war on the energy markets and why positioning towards LNG is the move to make.
Date: 03/08/2026
Simon Lack and Henry Hoffman discuss the impact of the Iran war and discuss how investors should position for the opportunities and risks ahead.
We Knew It Was Coming – US War on Iran
Date: 02/28/2026
Simon Lack reviews the effects that the war on Iran will have on crude oil and natural gas.
Date: 02/24/2026
Simon Lack discusses the affect that a war with Iran would have on LNG and the performance of crude oil.
Date: 01/07/2026
Simon Lack and Henry Hoffman conducted a webinar on Wednesday, January 7th at 12:30 PM ET in which they discussed the latest developments in Venezuela and the possible impact on midstream energy infrastructure.
Midstream Has Nothing To Worry About
Date: 01/05/2026
Simon Lack of SL Advisors discusses the impact of the United States’s attack on Venezuela.
Date: 12/29/2025
Simon Lack of SL Advisors reviews midstream energy during 2025 and what he thinks is to come.
Date: 12/24/2025
Simon Lack of SL Advisors explains why investing in midstream may be your best gift this holiday season.
Date:12/09/2025
Simon Lack of SL Advisors explains how climate extremists have influenced the decisions of NY democrats and the poor decision making of the democratic party.
Volatility Is A Gift To The Faithful
Date: 12/01/2025
Simon Lack of SL Advisors explains how the volatility of Bitcoin compares to the energy sector.
Date: 11/24/2025
Simon Lack of SL Advisors discusses the benefits of being a long term investor in the energy sector this year.
Date: 11/20/2025
Simon Lack of SL Advisors reviews the top ten reasons to invest in midstream energy right now.
Date: 10/28/2025
Simon Lack of SL Advisors compares midstream energy during 2015 and today.
What’s The Deal With Midstream?
Date: 10/17/2025
Simon Lack and Henry Hoffman of SL Advisors provide an update on midstream infrastructure.
Midstream Energy Is The Place To Be
Date: 10/07/2025
Simon Lack of SL Advisors explains the benefits of being invested in Midstream Energy.
Date: 09/29/2025
Simon Lack of SL Advisors discusses Trump’s meeting with the UN and how his views align and vary from our current president.
Date: 09/10/2025
Simon Lack of SL Advisors discusses the EIA’s outlook for oil and natural gas in the coming years.
Will Russian Oil/Gas Come Back in Favor?
Date: 08/18/2025
Simon Lack of SL Advisors discusses what could happen to the energy sector if the Russia-Ukraine War comes to an end.
Should There Be A Federal Sales
Tax?
Date: 08/11/2025
Simon Lack of SL Advisors discusses tariff’s regressive factor and how Trump is affecting the US economy.
Democrats Get The Lowest Rating
Date: 07/28/2025
Simon Lack of SL Advisors discusses how Democrats are growing out of favor and how Trump’s energy policies are affecting the nation.
Progressive Energy Policies Are Costing New Jersey
Date: 07/21/2025
Simon Lack of SL Advisors discusses renewable energy and how Murphy’s clean energy bill was a mistake.
Should We Fear Another Tariff War?
Date: 07/14/2025
Simon Lack of SL Advisors discusses Trump’s new plan for tariffs.
Date: 06/30/2025
Simon Lack of SL Advisors reviews The Statistical Review of World Energy and it implications on renewable energy.
Date: 06/23/2025
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.
Date: 06/16/2025
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?
Date: 06/09/2025
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.
Date: 05/28/2025
Simon Lack of SL Advisors discusses Trump’s confusing economics and how he is viewed as unpredictable.
Date: 05/21/2025
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?
Date: 05/14/2025
Simon Lack of SL Advisors discusses the past week in midstream energy and it’s drama free perks.
Date: 05/08/2025
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
Date: 04/08/2025
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?
Date: 03/13/2025
Simon Lack of SL Advisors discusses the tariff war and the role it plays on midstream energy infrastructure.
Date: 02/28/2025
Simon Lack of SL Advisors discusses the ineffectiveness of electric vehicles and how policymakers skew the public’s perception.
Date: 02/07/2025
Simon Lack of SL Advisors discusses nuclear power and the benefits and side effects of this source of power.
Date: 02/03/2025
Simon Lack of SL Advisors discusses Deepseek’s role on energy and how data center and AI play a role on energy demand.
Date: 01/27/2025
Simon Lack of SL Advisors explains how midstream energy infrastructure is an attractive sector at the moment.
Date: 01/13/2025
Simon Lack of SL Advisors explains the effects of fossil fuel usage in emerging markets and the toll it takes on our world.
Date: 01/10/2025
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
Date: 01/02/2025
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
Date: 12/29/2024
Simon Lack of SL Advisors discusses the Department of Energy’s mistaken views on natural gas and the push for renewable energy.
Date: 12/20/2024
Simon Lack of SL Advisors discusses Chris Wright’s potential benefits if hired as the new U.S. Secretary of Energy.
Date: 12/09/2024
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
Date: 12/3/2024
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.
Date: 11/19/2024
Simon Lack of SL Advisors discusses the results of the 2024 election and how it will impact midstream energy.
Date: 11/03/2024
Simon Lack of SL Advisors discusses the impact the 2024 election will have on midstream energy.
Date: 10/17/2024
Simon Lack of SL Advisors discusses the negative impact the Sierra Club has on climate change.
Date: 08/11/2024
Simon Lack of SL Advisors discusses the Sierra Club’s judicial terrorism and thwarting of human development.
Date: 07/03/2024
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.
Date: 06/20/2024
Simon Lack of SL Advisors discusses the push for renewables but the governments hesitation to lower EV prices.
Date: 06/13/2024
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
Date: 05/19/2024
Simon Lack of SL Advisors discusses how the results of the 2024 Election with affect the energy sector.
How’s The Energy Transition Going?
Date: 05/15/2024
Simon Lack of SL Advisors discusses the progress of the energy transition and the need for natural gas.
Date: 04/29/2024
Simon Lack of SL Advisors discusses GDP growth across the world and how America’s work ethic benefits it in the end.
Date: 04/16/2024
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
Date: 04/04/2024
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
Date: 03/18/2024
Simon Lack of SL Advisors discusses the connection between data centers and an increase in power demand.
China Prizes Energy Security Over Emissions
Date: 03/11/2024
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.
Date: 03/07/2024
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
Date: 02/26/2024
Simon Lack of SL Advisors discusses the Federal Reserves decisions on quantitative easing and it’s negative effects on the economy.
Date: 02/20/2024
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
Date: 02/12/2024
Simon Lack of SL Advisors discusses the link between immigration policy and midstream energy.
Date: 02/04/2024
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
Date: 01/31/2024
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
Date: 01/25/2024
Simon Lack of SL Advisors explains the difference between Midstream Energy investing and Utility investing and the downsides of selecting the wrong one.
Date: 01/15/2024
Simon Lack of SL Advisors explains his background, expertise, and passions.
Date: 12/21/2023
Simon Lack of SL Advisors explains the age old tradition of eating Christmas Pudding and the perks of it being made with Suet.
Date: 12/18/2023
Simon Lack of SL Advisors discusses the dismissal of Charif Souki as CEO of Tellurian and how his “mistakes” led to the decision.
Date: 12/12/2023
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
Date: 12/4/2023
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.
Date: 11/28/2023
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.
Date: 11/20/2023
Simon Lack of SL Advisors discusses the negative aspects of electric vehicles and while he will be sticking to gas powered cars.
Date: 11/13/2023
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.
Date: 11/5/2023
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?
Date: 11/29/2023
Simon Lack of SL Advisors discusses electric vehicles and their impending peak.
Will Geopolitical Risk Affect The Energy Market?
Date: 10/20/2023
Simon Lack of SL Advisors discusses the Hamas attacks, Russian Ukraine War, and their effects on the energy market.
Date: 10/06/2023
Simon Lack of SL Advisors answers commonly asked questions regarding pipeline companies and their influence on the market.
Date: 09/27/2023
Simon Lack of SL Advisors answers commonly asked questions regarding the Midstream Energy Sector.
Date: 08/02/2023
Simon Lack of SL Advisors discusses the need to cut Greenhouse Gas Emissions and the push for natural gas.
Date: 07/10/2023
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
Date: 06/20/2023
Simon Lack of SL Advisors discusses how climate extremists have it wrong.
Where Does The Future Of Magellan Stand?
Date: 06/12/2023
Simon Lack of SL Advisors discusses investor sentiment regarding the Magellan and Oneok Merger.
Date: 06/02/2023
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%
Date: 05/08/2023
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?
Date: 04/25/2023
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
Date: 04/19/2023
Simon Lack of SL Advisors discusses Empower NJ and their push for renewables.
Date: 04/08/2023
Simon Lack of SL Advisors discusses inflation and the current state of the economy.
Date: 04/01/2023
Simon Lack of SL Advisors discusses the EIA’s 2023 Energy Outlook.
The Coming Squeeze On Bank Deposit Rates
Date: 03/25/2023
Simon Lack of SL Advisors discusses the Federal Reserve interest rate hikes and their effect on banks.
Date: 03/16/2023
Simon Lack of SL Advisors discusses the Federal Reserve and their future goals for the economy.
Date: 03/10/2023
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
Date: 03/02/2023
Simon Lack of SL Advisors discusses midstream energy infrastructure and why the focus on infrastructure is key.
The Federal Cost of Fighting Inflation
Date: 02/25/2023
Simon Lack of SL Advisors discusses the Federal Reserves approach to combating inflation and it’s effect on the economy.
Date: 02/17/2023
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
Date: 12/8/2022
Simon Lack of SL Advisors discusses the tax consequences of investing in a fund with 100% MLP exposure.
Why Aren’t Renewables Stocks Soaring?
Date: 11/25/2022
Simon Lack of SL Advisors discusses renewables and the prices that come with them.
How SeaForest is Helping Reduce CO2
Date: 11/09/2022
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
Date: 10/20/2022
Simon Lack of SL Advisors discusses the effects climate extremists are having on midstream energy infrastructure.
Tellurian Pays For Performance in Advance
Date: 10/12/2022
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
Date: 09/29/2022
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?
Date: 09/19/2022
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
Date: 09/12/2022
Simon Lack of SL Advisors discusses the G7, price caps on European energy, and the role CO2 emissions plays in the energy sector.
Date: 09/06/2022
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?
Date: 08/28/2022
Simon Lack discusses the Europe energy crisis and the outlook for the state of Europe going forward.
The Fed Is Digging Itself A Hole
Date: 08/18/2022
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.
Date: 07/10/2022
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
Date: 06/29/2022
Simon Lack discusses the 75 basis point hike and its affect on the energy sector and economy.
Date: 06/15/2022
Simon Lack of SL Advisors discusses the disadvantages of ESG investing and how climate extremists are beneficial for energy investors.
Date: 06/05/2022
Simon Lack of SL Advisors discusses why ESG is a scam and his views on ESG investing.
Have pipelines earnings reached their peak?
Date: 05/16/2022
Simon Lack discusses pipeline earning reports for 2022 thus far.
Is the Federal Reserve causing high gas prices?
Date: 05/04/2022
Simon Lack discusses the Federal Reserve, Inflation, and Midstream Energy Infrastructure.
What’s the deal with natural gas?
Date: 04/28/2022
Simon Lack of SL Advisors discusses the great outlook for US natural gas in 2022.
Date: 04/06/2022
Simon Lack looks back on all of SL Advisors blog posts from March 2022.
The EIA’s 2022 Annual Energy Outlook
Date: 03/17/2022
Simon Lack discusses the EIA’s 2022 Annual Energy Outlook and reviews their forecasted direction for the energy sector in the next 30 years.
Date: 03/02/2022
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
Date: 02/17/2022
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
Date: 01/20/2022
Simon Lack explains inflation and the energy sector.
SL Advisors Midstream Energy and Inflation Outlook – December 16, 2021
Date: 12/16/2021
Update on Midstream Energy and Inflation Outlook – December 16, 2021
SL Advisors Energy Infrastructure Update May 28, 2020
Date: 05/28/2020
Update on Energy Infrastructure May 28, 2020
Fighting Climate Change with Trees
Date: 02/18/2020
Simon Lack explains fighting climate change with trees.
Asia Should Use More Natural Gas
Date: 01/30/2020
Simon Lack explains why Asia should use more natural gas.
SL Advisors Webinar October 24, 2019
Date: 10/24/2019
Simon Lack explains Volumes, Cashflow and ESG.
Date: 10/08/2019
Simon Lack explains why ESG funds are benefitting pipeline corporations more than partnerships.
Date: 07/18/2019
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
Date: 05/02/2019
In this Webinar, Simon Lack discusses the pipeline sector’s growing Free Cash Flow.
Pipelines Show Improving Risk Return
Date: 01/04/2019
In this video, Simon Lack discusses the improving environment of pipeline stocks within the framework of the Capital Asset Pricing Model (CAPM).
Date: 05/02/2019
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?
Date: 04/2019
Simon and Henry review the prospects for continuing growth in US oil and gas production.
Webinar: 2019 Outlook for North American Energy Infrastructure
Date: 02/2019
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
Date: 01/04/2019
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.
Date: 08/17/2018
Simon Lack of SL Advisors explains how the Shale Revolution is the most fantastic American success story.
The Short Cycle Advantage of Shale
Date: 08/20/2018
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.
Date: 08/14/2018
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
Date: 08/31/2018
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
Date: 09/12/2018
Energy infrastructure is behind the world’s biggest CO2 reductions. Simon Lack of SL Advisors explains why.
Date: 10/02/2018
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
Date: 10/22/2018
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
Date: 11/27/2018
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.