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

09/17/19
US liquefied natural gas (LNG) export growth is rightfully one of the hottest topics in the midstream space as new LNG export facilities and supporting energy infrastructure are required to connect US natural gas production growth with increasing global demand. Today, we’ll address how recent macro headwinds are impacting US LNG export projects and provide an update on their progress.

The Case for Energy Infrastructure in Your Portfolio

08/06/19
Today’s post and related white paper outline the investment case and potential benefits of adding energy infrastructure to your portfolio. If you’re looking for income, diversification, real asset...

Canada: Not Enough Pipelines, but a Lot to Like for Midstream Investing

07/30/19
Production cuts, government-owned pipeline projects, and wide swings in crude differentials are some of the oil story lines in Canada that we explore in today’s post. Despite macro noise, Canadian...

MLP Consolidation Part 2: Ch-ch-ch-ch-changes in Midstream and Investor Implications

07/23/19
Having discussed MLP consolidations at the company level last week, this week’s piece provides a broader view of the midstream universe. Should the changes in the investment landscape impact your...

MLP Consolidation Part 1: The Nearly Departed

07/16/19
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...

What’s Been Driving Oil Price Volatility?

07/09/19
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...

Is US Energy Independence On Its Way?

07/02/19
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...
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