Managing Partner at SL Advisors, where we invest in energy infrastructure, and write about it. Retweets & links are not endorsements. Devoted Arsenal fan.
Joined June 2009
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Very interesting chart
The macro repricing of energy is now underway. Check out today's move in long dated oil - that's calendar 2027 WTI. When long dated oil moves this strongly in tandem with energy equities making new ATHs, financial markets need to listen. This is not a transient spike in prompt oil. It's far more structural. Get long, buckle your seat belt, and hang on for the ride.
Inflation is Winning and Bonds Are Paying The Price
Simon Lack of SL Advisors explains how rising energy and transportation costs, persistent inflation, and mounting federal borrowing are putting renewed pressure on the bond market. He also discusses why midstream energy infrastructure—with certain tariffs and contracts linked to inflation—may offer investors a measure of protection.
youtu.be/qoZYWfICm5o?si=aSDa…
The World Wants More U.S. Gas — And AI Does Too
Simon Lack of SL Advisors explores how surging global LNG demand and the explosive growth of AI are creating powerful new opportunities for America’s natural gas infrastructure. Discover why midstream energy companies are generating strong cash flows—and why this overlooked corner of the energy market could offer compelling investment opportunities.
Simon Lack retweeted
Bjorn Lomborg did not deny climate change, but treated it as one problem among many.
The past 20 years vindicate his position: emissions are rising more slowly than feared, disaster deaths have fallen, and poverty remains a more acute threat than climate.
humanprogress.org/a-vindicat…
Simon Lack retweeted
When the BBC interviews someone as well-informed
and intelligent as Douglas Murray, they should find someone well-informed and intelligent to do it
Not some clown like this
He is very stupid
But perhaps the BBC hadn't noticed
This is a must listen and a must share.
Seriously. The BBC at its very worst.
And this isn’t even @DouglasKMurray at his very best, yet he’s utterly brilliant.
Iran War Energy Update
youtu.be/laowwBGq_14
Simon Lack and Henry Hoffman discuss the impact of the Iran war and discuss how investors should position for the opportunities and risks ahead.
SL Advisors Webinar
📷
The war with Iran has caught energy markets by surprise. Gauging the length and breadth of the conflict is a major concern for investors.
To help you navigate these developments, we're hosting a webinar that explores:
• How the conflict and shipping disruptions are influencing global natural gas prices and LNG trade flows.
• Global demand outlook for LNG and energy security implications.
• Shifts in U.S. natural gas demand and pricing trends
🎙️ Expert insights & Q&A
Hear from Simon Lack and Henry Hoffman on how investors should position for the opportunities and risks ahead.
📅 Date: Friday, March 6, 2026
⏰ Time: 1:00 PM EST
Whether you’re tracking pricing risk, energy demand forecasts, or supply chain exposures, this session will give you valuable perspective and actionable insights.
register.gotowebinar.com/reg…
Ask Your Questions
Are you unable to attend Friday's webinar?
Click the link below to send in any questions you would like answered. The webinar will be recorded and a link to review the video will be emailed out at the conclusion of the event.
sl-advisors.com/ask-us-your-…
Venezuela Update:
sl-advisors.com/venezuela-up…
SL Advisors Webinar
Simon Lack and Henry Hoffman will be conducting a webinar on Wednesday, January 7th at 12:30 PM ET in which they will discuss the latest developments in Venezuela and its possible impact on midstream energy infrastructure.
lnkd.in/eVi9Vs8r
Ask Your Questions
Are you unable to attend tomorrow's webinar?
Click the link below to send in any questions you would like answered. The webinar will be recorded and a link to review the video will be emailed out at the conclusion of the event.
lnkd.in/eYWXKCSj
What's the deal with midstream?
Learn more with Simon Lack and Henry Hoffman of SL Advisors tomorrow, October 16, at 11:00 AM EST, as they discuss midstream energy infrastructure and the benefits of investing in this space.
register.gotowebinar.com/reg… '
You will not want to miss this!
Great article, spot on. How Phil Murphy Caused New Jersey Electricity Prices to Soar by @PaulHTice wsj.com/opinion/how-phil-mur… via @WSJopinion
Enjoyed our cruise but the service once you disembark is non-existent. Nobody responds to emails. Your CC gets hit with extra charges that aren’t explained. Make the most of being on the ship because after that they don’t care about you. @cunardline