Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond
Like millions of families across America, on Thanksgiving we gave thanks for being with friends and
The word of the week is re-rating. Both Wells Fargo and Morgan Stanley have suggested that, notwiths
Market strategists often point out that valuations aren’t a good timing tool, but it’s still worth s
Sitting next to me at Newark airport on Monday while I waited to board an airplane was an FT reporte
When investors ask what return they should expect from an investment in midstream, we typically sugg
As the market absorbed last week’s election results, energy was the clear winner. On the week, midst
Donald Trump’s political comeback looks a lot like the recovery in the energy sector. In March 2020
Performance in the pipeline sector remains strong – closing in on its fourth straight year beating t
An axiom of capitalism is that a business must earn a Return On Invested Capital (ROIC) in excess of
The pause in issuing new Liquefied Natural Gas (LNG) permits is among the least defensible energy po
The long term demand outlook for natural gas continues to improve. India is likely to double its con
A couple of weeks ago South Bow Corporation (SOBO) began trading on Nasdaq. It’s a spin-off from TC
The International Energy Agency (IEA) released their 2024 World Energy Outlook last week. The IEA ha
Politicians from both parties long ago learned that fiscal prudence leads to electoral oblivion. The
We received a few comments from readers in response to last Sunday’s Heat Pumps Need Natural Gas. Wh
Some may find irony in BP dropping its goal of reduced oil and gas output by 2030 at the same time a
I was surprised to read the other day that sales of heat pumps across Europe dropped 47% in 1H24 ver
Revisions this year for the ten year growth outlook for US power demand because of AI data centers h
The outlook for crude prices is a frequent conversation topic among energy investors. We’re often as
When a sector has enjoyed a period of good performance, the investor typically has to moderate her f