INFLATION PRESSURES ARE BUILDING. PROTECT YOURSELF.
The Federal government is pursuing seemingly unlimited spending and is enabling this with unsustainably low interest rates. Investors need strategies to preserve purchasing power and stay ahead of the stealth erosion of their savings.
AMERICA’S ENERGY RENAISSANCE
A video series presented by SL Advisors featuring insights on energy infrastructure and other investment topics
Latest
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.