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Yves Siegel
Mar 1, 2023
Market Commentary: Reflecting on One Year into Russia’s Invasion
THE IMPACT ON ENERGY ONE YEAR INTO RUSSIA’S INVASION OF UKRAINE Nearly a year ago on February 24th, Russia invaded Ukraine and...
Yves Siegel
Dec 28, 2022
Market Commentary: Energy’s Winning Streak to Extend into 2023
Happy Holidays and all the best for the new year! We appreciate all your support and help in making 2022 another successful year for...
Yves Siegel
Jul 28, 2022
Market Commentary: Energy’s June Pullback is a Buying Opportunity
“The first half of 2022 brought on the combination of macro financial and economic challenges that investors haven’t seen in decades…2022...
Yves Siegel
Jun 19, 2022
Market Commentary: EQT Chief on Unleashing U.S. LNG
In the ongoing effort to reduce emissions, natural gas needs to be viewed as part of the solution—a complement to renewables. We recently...
Yves Siegel
May 3, 2022
Market Commentary: Positive Energy Momentum – Takeaways From the Road
We recently spent time in Houston and, as you may imagine, the mood among midstream energy company executives was very upbeat (some might...
Yves Siegel
Feb 1, 2022
Market Commentary: The Perceived Demise of Fossil Fuels is Premature
Consumption of fossil fuels are poised to surpass pre-pandemic levels in 2022 as global GDP growth continues to rebound following roughly...
Yves Siegel
Dec 24, 2021
Market Commentary: End of Year Wrap-Up (I’m Not Just Talking My Book)
Happy Holidays and best wishes for a happy, healthy, and prosperous new year! Thank you for your support and help in making 2021 a...
Yves Siegel
Jun 16, 2021
Market Commentary: Putting Net Zero by 2050 in Perspective — Be Prepared to Walk
In Our View: The IEA’s Energy Transition Pathway to Net Zero Emissions by 2050 is Highly Uncertain In May, The International Energy...
Yves Siegel
May 20, 2021
Market Commentary: The Midstream Energy Sector; A Value Play in Energy Transition
In Our View: The Midstream Energy Sector Can Re-Rate Higher The midstream energy sector has the potential to re-rate higher if investors...
Yves Siegel
Mar 14, 2021
The Texas Power Crisis: Don’t Blame Renewables, Don’t Blame Natural Gas — We Need Both
The power outages that occurred mid-February in Texas were shocking and the human suffering was awful. Unfortunately, lives were lost as...
Yves Siegel
Feb 17, 2021
Market Commentary: Reality vs. Bad Optics
Energy is leading the market higher in 2021 and our Infrastructure Income Strategy is a major beneficiary. Our Portfolio returned 4.1% in...
Yves Siegel
Dec 19, 2020
SAM Partners’ Inaugural Call November 17, 2020 [edited transcript]
Good afternoon everyone and thank you for joining us today. This call should last about thirty minutes. In the email we sent out, you...
Yves Siegel
Dec 19, 2020
A World Without Fossil Fuels
A world without fossil fuels would ruin our quality of life. There would be rolling blackouts. Just look at California this past August...
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