Bye, Bye, Bye (MLPs) Revisited: MLP Consolidation Entering Late Innings

Since we last discussed MLP consolidation, significant headway has been made in terms of transaction announcements. We provide an update to the three parts of our series from this summer – who’s saying bye and why, who could be saying bye, and what’s an investor to do. We also discuss the conclusion of this restructuring process as a potential catalyst for the space.

Thinking about Investing in Canadian Midstream, eh?

Canadian energy infrastructure corporations are a natural extension for inclusion in energy infrastructure products, but how do their yields and performance compare? What about currency impacts?...

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.

With the US Exporting 20% of its Oil Production, What Midstream Companies Could Benefit?

US crude exports are poised for continued growth as US oil production grows. Today, we look at recent export-focused project announcements. We also look at factors that may impact crude exports from...

MLP Summer Recap Video

If you’ve been on vacation or mentally been on vacation this summer, we’ve put together a brief video to give an update of what’s been happening in the MLP space, including MLP performance,...

MLP Distribution Coverage: How and Why It’s Changed

How has distribution coverage changed over time, and what factors have impacted coverage? Today, we look at historical coverage ratios for the current constituents of the AMZI index and takeaways from...

2Q18 Recap and the Barbell Profile of MLP Distribution Growth

Most MLPs in the AMZ and AMZI grew their distributions sequentially in 2Q18, with no cuts this quarter. Nine constituents of the AMZ achieved double-digit year-over-year growth, while a similar number...
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