Simon Lack

In our recent blog post, we described the success of America’s shale producers in the face of OPEC’s intention back in 2014 to bankrupt them with lower oil prices. The recent agreement on...

With only the slightest risk of hyperbole, I can assert that anything written by Michael Lewis is worth reading. His latest work, The Undoing Project, recounts the friendship between two Israeli...

Every year Exxon Mobil (NYSE:XOM) publishes their outlook for global energy over the next 25 years. It’s an absorbing read for people who care about such things. Their projections may not all be...

Although we mostly write about the energy infrastructure sector, we also run an investment strategy designed around low volatility stocks. There’s generally less to say on this sector – we...

Although we mostly write about the energy infrastructure sector, we also run an investment strategy designed around low volatility stocks. There’s generally less to say on this sector – we...

There is around $53BN invested in MLPs via ’40 Act funds – the term used to describe the three types of funds issued under the 1940 Investment Company Act (mutual, exchange traded and...

We believe energy infrastructure (Master Limited Partnerships, or MLPs) should be one of the clear winners from last week’s election. There are two aspects to this: Regulation. Earnings calls...

Last week saw the bulk of our MLPs reporting on quarterly earnings. The drop in crude oil and tightening election probably counted for more as the market was weak. But we felt earnings were generally...

We’re into earnings season for public companies including Master Limited Partnerships (MLPs). Quarterly report cards on performance should provide useful information on the nascent recovery in...

A few seemingly unrelated pieces of news caught our attention last week. Together, they provide a useful perspective on why U.S. energy infrastructure offers such an attractive return...