MLP Consolidation Part 1: The Nearly Departed

Recent news flow has revived the MLP consolidation conversation, even as anticipated transactions have largely been completed. Which MLPs are going away, and which MLPs are potential consolidation candidates? We address these questions and a common misconception surrounding MLP conversions in the first of a two-part update on MLP consolidations.

What’s Been Driving Oil Price Volatility?

Oil prices have been volatile over the last few months, with the price of WTI crude briefly falling into a bear market near $51 per barrel in early June before recovering to almost $60 per barrel...

Happy Fourth! Is US Energy Independence On Its Way?

As the US prepares to celebrate Independence Day, it seems fitting to discuss the progress that has been made towards achieving energy independence. The US is expected to soon become a net energy...

Have MLPs and Midstream Actually Reduced Leverage?

Reducing leverage has been a theme across midstream for some time, but have midstream MLPs and C-Corporations actually delevered? Today, we examine leverage metrics from 2016 to 2018 for the current...

Energy Investing Showdown: Midstream/MLPs vs. Majors vs. Broader Energy

Investors often ask us how midstream compares to other common energy holdings. Today, we compare MLPs and midstream with the majors and broader energy both quantitatively and qualitatively to help...

PAA Investor Day Recap: What to PAAy Attention to

Bonus Post! On Tuesday, Plains All American (PAA) hosted its annual investor day in New York City. Today, we take a look at some of the major talking points of the afternoon, including the Red Oak...

The SCOOP on Oklahoma and How It’s STACKing Up

We interrupt your regularly scheduled Permian update to focus on the SCOOP and STACK this week, which have been making waves recently due to lowered midstream volume guidance in the STACK, relative...
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