Commodity & Infrastructure Insights

Commodity & Infrastructure Insights

Momentum Crash Supports Pipeline Sector

Simon Lack, Portfolio Manager -
Breaking News — Drone attack disables Saudi crude ouput Although we don’t normally highlight the favorable geopolitics of U.S. midstream energy infrastructure, this news does...
Commodity & Infrastructure Insights

MLPs: Five Years On, Cheaper Than Ever

Simon Lack, Portfolio Manager -
The end of August was the five year anniversary of the peak in MLPs. Had it not been for the distraction caused last week...
Commodity & Infrastructure Insights

MLPs: Five Years On, Cheaper Than Ever

Simon Lack, Portfolio Manager -
The end of August was the five year anniversary of the peak in MLPs. Had it not been for the distraction caused last week...
Commodity & Infrastructure Insights

Climate Promises from Politicans: America Will Do Better

Simon Lack, Portfolio Manager -
Over 60% of U.S. liquid hydrocarbon production comes via hydraulic fracturing (“fracking”).  This includes 7.75 million Barrels per Day (MMB/D) of crude oil (total...
Commodity & Infrastructure Insights

Climate Promises from Politicans: America Will Do Better

Simon Lack, Portfolio Manager -
Over 60% of U.S. liquid hydrocarbon production comes via hydraulic fracturing (“fracking”).  This includes 7.75 million Barrels per Day (MMB/D) of crude oil (total...
Commodity & Infrastructure Insights

Blackstone and Tallgrass Further Discredit the MLP Model

Simon Lack, Portfolio Manager -
​To be an SEC-registered asset manager is to submit to extensive rules of behavior, all with the objective of protecting the clients. Where a...
Commodity & Infrastructure Insights

Blackstone and Tallgrass Further Discredit the MLP Model

Simon Lack, Portfolio Manager -
​To be an SEC-registered asset manager is to submit to extensive rules of behavior, all with the objective of protecting the clients. Where a...
Commodity & Infrastructure Insights

Private Equity Sees Value in Unloved Pipelines

Simon Lack, Portfolio Manager -
Last week the Financial Times wrote about the dwindling conviction of believers in the Shale Revolution (see Why US energy investors are experiencing a...
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