Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond
On Friday both the Wall Street Journal and the Financial Times ran stories about planned capex on da
Although the US is energy independent and a net exporter of petroleum products, we still import cert
Following Monday’s “sputnik moment” for AI the market has had a few days to consider the ramificatio
Venture capitalist Marc Andreessen called it, ”AI’s sputnik moment.” The news that Chinese start-up
One source of recent volatility in midstream has come from a stock that wasn’t even listed – Venture
I was chatting with an investor the other day, and he remarked that there are three powerful legs to
Last week the Energy Information Administration (EIA) released their Short Term Energy Outlook (STEO
It’s now less than a week until Donald Trump takes over in the White House. The past couple of month
Wells Fargo has recently suggested that the market may start paying more attention to the P/E ratios
Data center demand for natural gas was the big energy story last year. Wells Fargo referred to “a m
We enjoy the feedback from our blog readers, which along with the pageviews inform future topics. Lo
The other day I read a tweet complaining that since 1971 household family income had increased 5.5X
Over the years I’ve developed a few soundbites to help investors remember why they should invest in
Around this time of year, I’ve often indulged myself in writing about Christmas pudding (for more, w
For years the center of gravity for global LNG trade was in Asia. China, India, Japan and South Kore
With forecasts for power demand growth seemingly increasing every month, it’s clear that part of the
Last week my partner Henry Hoffman attended the 23rd Annual Midstream, Energy, and Utilities Symposi
It’s clear that natural gas demand is heading higher over the next few years. It’s less certain that
Sometimes this blogger stumbles across a phrase that begs to be used as the title for a blog post. W
In recent years as extreme views on climate have become increasingly fringe, no hydrocarbon has enjo