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.

How Much Energy Infrastructure Does North America Still Need?

Last week, the Interstate Natural Gas Association of America (INGAA) released its latest study on estimated energy infrastructure investment needed through 2035. In today’s post, we delve into the...

Are Energy Stocks Catching Up to Crude?

As crude prices have recovered, energy stocks have lagged the improvement in WTI crude. The trend reversed in April and May as energy stocks outperformed the commodity. In today’s post, we look at...

Five Fascinating Takeaways from the 2018 EIA Energy Conference

Today’s post looks at five of the most interesting macro data points from last week’s Energy Information Administration’s 2018 Energy Conference.

Revisiting MLP Distribution Growth

After speaking with a number of MLP stakeholders, it seems like all people really want is to see “where has the cash gone?”. With this post, we hope to paint a straightforward picture of what the...

MLP and Energy Infrastructure Conference Recap: Dissecting the Disconnect with Fundamentals

Last week, we attended the MLP and Energy Infrastructure Conference hosted by the Master Limited Partnership Association in Orlando. Today’s note includes key takeaways.

1Q18 MLP Distribution Recap: Several Growers Overshadowed by Two Cuts

While most MLPs in the AMZ and AMZI grew their distributions for 1Q18, there were two notable distribution cuts.
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