Monthly Mailbag: Do Lower Corporate Income Taxes Mean Lower Pipeline Rates?

02/22/18
MLPs have been fielding questions around the impact that the lowered corporate income tax rate will have on the rates for their FERC-regulated pipelines. In this post, we’ll discuss FERC’s ratemaking methodologies for interstate pipelines, the potential impact of tax reform on rates, look at what individual companies have said on the topic, and generally set investors’ minds at ease.

Is the US Over-Piped? Part 2 – MLP Pipeline Growth Opportunities

02/20/18
Last week, we discussed re-contracting risk in the context of the broader question of whether the US is over-piped. In today’s post, we look at whether there are still growth opportunities in building...

Is the US Over-Piped? Part 1: MLP Re-Contracting Risk

02/13/18
Investors often ask us if the US is over-piped. The question points to both concerns around re-contracting risk and whether there is still an opportunity for growth through pipeline additions. In...

After Four Years of Lagging, Could MLPs Outperform Utilities in 2018?

02/06/18
In case you missed it, MLPs have outperformed Utilities by over 20 percentage points since late November. Will 2018 be the year that MLPs outperform Utilities after four straight years of...

What the New Tax Law Means for MLPs in 2018

01/30/18
If you’re a US taxpayer, chances are you’ve used a handy online calculator to estimate the dollar impact of the new tax bill on your paycheck. Unfortunately, we haven’t been able to find or build the...

Where’s the Growth? 2018 Distribution Guidance for AMZI Constituents

01/19/18
How many AMZI constituents expect to grow their distribution by 10% or more? How many constituents expect to grow their distribution by 20% or more? What does growth look like on an aggregate basis?

US Production is Growing, Though You Wouldn’t Know it from the Rig Count

01/10/18
As volume-driven businesses, US production of oil and gas is meaningful for MLPs in terms of utilizing existing infrastructure and providing growth opportunities. In the past, investors looked to rig...
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