Water in the [Mid]Stream: How Water Flows Generate Cash Flows

You were probably taught that oil and water don’t mix, but as oil production grows, water will play an increasingly important role. Today, we look at the water services opportunity for midstream.

Bye, Bye, Bye (MLPs) Part 2: Who Could Be Saying Bye?

In part 2, we look at those MLPs that are potential candidates for reorganization. Specifically, we discuss MLPs that have made comments about simplification, structure, or addressing incentive...

Bye, Bye, Bye (MLPs) Part 1: Who’s Saying Bye and Why?

There have been several developments since we last wrote on the topic of MLPs disappearing and much to discuss. In today’s post, we digest the reorganization announcements seen this year, the...

FERC Finalized Rule Positive for MLPs; Cue the Relief Rally

FERC finalized its policy rule for natural gas pipelines as it relates to tax changes yesterday after market close. The final rule provides additional clarity and is also less punitive towards MLPs...

US LNG Exports Part 2: How Do LNG Exports Benefit Midstream?

In today’s post, we discuss how LNG exports increase infrastructure demand. We also discuss how LNG exports facilitate natural gas production growth, with broad benefits for midstream companies and...

US LNG Exports Part 1: Capacity Jumping in 2019, but Will There Be Enough?

The US is on the brink of adding significant LNG export capacity next year and becoming a sizable player in the global LNG market, but will US LNG exports be enough for a global market facing a...

Happy July Fourth, America! Celebrating the US Energy Revolution

While tomorrow we officially celebrate the United States’ independence, today we celebrate the remarkable progress of the US towards energy independence.
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