Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond
Our power infrastructure survived last week’s heatwave, which saw the PJM Interconnect system peak a
This is the time of year when liberal news outlets warn of irreversible climate change. We spent a c
Conflict in the Middle East invariably leads to concern about disruption to crude supplies that pass
To trade the daily moves in the market is to be an armchair strategist. JPMorgan estimates the crude
When conflict occurs that might disrupt global oil supplies, portfolios that include an allocation t
All over the world plastics are manufactured using derivatives of crude oil. Along with cement, stee
Venture Global (VG) continued its post-IPO recovery last week. Back in January price talk was above
Macro issues are driving the market even more than usual. Pipeline earnings came with barely a rippl
In conversations with investors the Shale Revolution is acknowledged as driving US hydrocarbon produ
The mood was reportedly upbeat at the 22nd Annual Energy Infrastructure CEO & Investor Conferenc
My partner Henry Hoffman attended the 22nd Annual Energy Infrastructure CEO & Investor Conferenc
In early April JPMorgan reacted to Liberation Day by forecasting a recession in the second half of t
New Jersey, where your blogger resides when temperatures allow, had a good story to tell on energy
Following Sunday night’s 90-day agreement on tariffs between the US and China, the S&P500 sailed
Americans visiting Europe know that Republican presidents are generally less popular than Democrat o
Supplies of crude oil were already set to increase by 2.6 Million Barrels per day (MMB/D) year-on-ye
On Friday the market achieved a welcome milestone in that the S&P500 rose above its pre-Liberati
It’s too early to say what caused the loss of power across Spain and parts of Portugal, but early si
Midstream energy infrastructure is offering solid defense during a period when Presidential ruminati
Tariff turmoil and the market’s gyrations have elicited more than normal feedback on recent blog pos