• 3Q19 Distribution Recap: MLPs Pull Off the Clean Sweep

    11/12/19
    Summary // For the first time in over a year, no AMZ or AMZI constituent cut their distribution sequentially. The majority of AMZ and AMZI constituents grew their 3Q19 distributions on a year-over-year basis. Solid company-level fundamentals, including improved distribution coverage, provides added comfort around a historically high yield. 3Q19 was the first cut-free quarter...

    2019 Midstream Summer Recap Video

    09/11/19
    With the dog days of summer coming to a close, what should midstream and MLP investors know before we head into the fall? Watch this short video for a recap of 2Q19 results, recent M&A activity, company-level improvements, and potential catalysts for the rest of the year.

    Take Me Away: What New Permian Pipeline Capacity Means for Crude Prices and Exports

    09/24/19
    Summary Two major Permian pipeline projects began service in August, helping to ease the basin’s takeaway constraints and providing further sources of stable cash flows for midstream companies....

    US LNG Exports: How Does Recent Price Weakness Impact Projects?

    09/17/19
    Summary US LNG exports continue to grow steadily and reached a new record of 5.2 billion cubic feet per day in July. This year, the US became the third-largest exporter of LNG behind only Australia...

    What is IMO 2020 and What Does it Mean for Midstream?

    09/03/19
    With new marine fuel regulations from the International Maritime Organization becoming effective in January, there is a wide swath of energy-related implications and known unknowns surrounding market...

    TGE: Take-Private Bid Highlights Continued Private Equity Interest in Midstream

    08/28/19
    Tallgrass Energy (TGE) announced last night that it received a take-private bid from its private equity sponsor, Blackstone Infrastructure Partners, for $19.50 per share – a 35.9% premium to TGE’s...

    MLP 2Q19 Distribution Coverage and Payout Ratios Provide Peace of Mind

    08/27/19
    Is the health of MLP distributions keeping you up at night? Should it be? Today’s post looks at distribution coverage and payout ratios for the 22 constituents of the Alerian MLP Infrastructure Index...

    2Q19 MLP Distribution Recap: Trending in the Right Direction

    08/20/19
    Most AMZ and AMZI constituents grew their 2Q19 distributions sequentially and on a year-over-year basis. A clean quarter from the AMZI overshadowed the impact of a single distribution cut in the AMZ.