An update on Energy Infrastructure, Ep #76

About this episode

Emerson Fersch interviews Simon Lack to discuss the complexities of energy infrastructure and its relevance in the current energy transition landscape.

Upthinking Finance™ is now trademarked Is the energy transition really leaving oil and gas behind, or is the story more complicated? In this episode, Emerson sits down with Simon Lack, CFA, Managing Partner at SL Advisors and veteran of more than four decades in investment management, to unpack what is actually happening inside the midstream energy space. Simon draws on his experience as an investor, author, and board member of the CFA Society in Naples, Florida to walk through the history of MLPs, the painful reset after 2014, and why he believes natural gas and energy infrastructure are positioned to be long term winners in a world hungry for power, data, and reliability.  You will want to hear this episode if you are interested in... Why energy infrastructure still matters for retirement income (00:00) The shale revolution, overbuilding, stranded assets, and the downturn into 2015 (05:00) Three major headwinds, energy transition fears, overbuild, and the pandemic washout (11:30) Why Simon prefers natural gas over oil and why coal to gas was the real emissions win (15:00) LNG exports, global gas price gaps, and America’s edge in cheap energy (19:00) AI, data centers, and…

People in this episode

Host: Emerson Fersch

Guest: Simon Lack

Topics covered

• energy infrastructure
• oil and gas
• natural gas
• MLPs
• energy transition
• LNG exports
• global energy demand

Keywords

• energy transition
• natural gas
• MLPs
• LNG exports
• shale revolution
• energy demand
• inflation linkage

Mentioned in this episode

Organizations: CFA Society, SL Advisors

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