“Renewables are not easily dispatchable — that’s technical jargon for you can’t turn them on and off easily. Natural gas is very complementary to them, it is highly dispatchable and it is very low cost.”

 “Pipelines offer a very different kind of risk/reward proposition for an investor than, say, a natural gas producer who is very exposed to the volatility of the natural gas price. The pipeline is much less exposed to the price.”

 “When it comes to LNG infrastructure, Cheniere is a company that provides the infrastructure necessary to liquefy as well as re-gasifying natural gas. They’re a big part of the shipping internationally of natural gas.”

 “I think energy stocks would come under pressure. I think healthcare would come under pressure as well. And you should see a commensurate lift in industrials.”

 “Lower oil is great for consumers but it does mean lower prices for oil and it wouldn’t be great necessarily for the energy complex.”

 “A slight uptick in inflation expectations in April reflects some frustration that the inflation slowdown may have stalled... sentiment moved sideways for the fourth straight month, as consumers perceived few meaningful developments in the economy.”

 “Overall, consumers are reserving judgment about the economy in light of the upcoming election, which, in the view of many consumers, could have a substantial impact on the trajectory of the economy.”

 “Taken together, we expect an under-supplied summer, with global oil inventories drawing in 2Q and 3Q... Strong demand combined with geopolitical risk should support Brent prices of $94 a barrel by the end of the summer.”