Alerian Insights
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Why Yesteryear’s Valuation Metrics Aren’t Sufficient for Today’s MLP
April 23, 2019MLPs have become more total-return focused than in the past, making yield-focused valuation metrics less meaningful and causing a shift in the inves... Read More > -
EPD Analyst Day Recap: Pursuing Broad Appeal in an MLP Structure
April 16, 2019Last week, we attended the analyst day for Enterprise Products Partners (EPD) in Houston. Company management provided commentary on a wide range of ... Read More > -
When Winning Isn’t Everything: Midstream Project Returns and Why They Matter More
April 9, 2019The focus on returns is prevalent across the energy sector as investors desire capital discipline and growth backed by solid returns instead of just... Read More > -
Oil Prices: The Bull Case, the Bear Case, and Wildcards That Could Throw Off Everything
April 2, 2019Today, we discuss the oil price volatility from the last six months and lay out both the bullish and bearish arguments for prices from here. We also... Read More > -
Midstream Credit Ratings: Making the (Investment) Grade
March 26, 2019Who is making the (investment) grade in midstream? Today, we look at credit ratings for the broad North American midstream universe as well as the w... Read More >