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 frame energy investment options.

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...

MLPs: Come for the Yield, Stay for the Total Return

For MLPs, the paradigm has shifted from focusing primarily on distribution growth to more of a total-return focus, as financial flexibility, self-funding equity, and capital discipline become greater...

2019 Midstream Mid-Year Update Video

In this mid-year video update, we recap midstream’s strong start to 2019 and discuss what may be in store for this summer. Before you head out for vacation, watch this short video (only 3 minutes!)...

MLP and Energy Infrastructure Conference 2019: M&A, Attracting Generalists, and More

Last week, we attended the 2019 MLP and Energy Infrastructure Conference (MEIC) hosted by the Master Limited Partnership Association. In today’s post, we discuss our main takeaways from the...

1Q19 MLP Distribution Recap: Outlook Improving in Spite of Cuts

Most AMZ and AMZI constituents grew their 1Q19 distributions sequentially and on a year-over-year basis. The 20% increase from Plains All American (PAA) helps soften the impact of...
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