Alerian Insights

Alerian Insights

Just Happened: Analyst Day Catch-Up, US Edition (ATO, ONEOK, SXE, Tesoro)

With Kinder Morgan hosting its annual analyst day tomorrow, we thought we’d take this week to catch up on investor conferences from the past couple of months. Today, we discuss contract structures, breakeven prices, hedging, and M&A via one micro and one macro slide from each of Atmos Energy, the ONEOK family, Southcross Energy Partners, and the Tesoro family.

Monday Mailbag: Commodity Prices, Hostile Alien Invasions, and Other MLP Investing Fears

The risks you take in the market should be reasonable, rational, and let you sleep at night. Here are four and a half things keeping MLP investors pacing their bedrooms at 3am, as well as active solut...
01/26/15

Just Happened: Energy Transfer Analyst Day

The Energy Transfer Family of Partnerships analyst meetings were held over the course of two days: Regency Energy Partners (RGP) and Sunoco Logistics Partners (SXL) on Day 1. Energy Transfer Partners ...
01/21/15

What Happened: What the King Thinks of Chicken Little (December 2014)

2014 did not end on a high note. Crude kept falling, investors harvested tax losses, and E&P MLPs lost their shirts. Despite this, the sky is not falling, Chicken Little. ...
01/14/15

By the Numbers: Dancing with Commodity Prices

Alerian finally weighs in on MLPs in this commodity price environment. What you should worry about, and what you don’t need to worry about....
01/07/15

Just Happened: SUN Analyst Day

Together with our President and CEO, Kenny Feng, I attended the second day of analyst days for the Energy Transfer family of companies. Sunoco LP (SUN) presented for an hour, then a break, then Energy...
01/05/15

By the Numbers: The Times They Are A-Changin’

Come gather ’round people Wherever you roam And admit that the waters Around you have grown And accept it that soon You’ll be drenched to the bone If your time to you is worth savin’ Then you be...
01/02/15
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