MLP Consolidation Part 1: The Nearly Departed

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 candidates? We address these questions and a common misconception surrounding MLP conversions in the first of a two-part update on MLP consolidations.

19 for ’19: Midstream EBITDA Guidance Reflects Strong Outlook

Can an investor have growth and attractive income in one investment? With midstream, the answer is yes based on 2019 EBITDA guidance for nineteen companies. Midstream’s expected growth and how it...

US LNG Exports: The Who, What, Where of Projects and Why China Relations Matter

Today, we revisit US LNG exports. What projects are starting up in 2019-2020? What projects have been green lighted for construction or are nearing the start of construction? What about the impact of...

MLP 4Q18 Distribution Coverage … Now Featuring Payout Ratios!

Can MLPs afford their distributions? Today, we answer that question by looking at both distribution coverage for the traditional MLP investor and payout ratios for those wanting to evaluate MLPs with...

4Q18 MLP Distribution Recap: 41 MLPs and Just One Cut

The majority of AMZ and AMZI constituents grew their distributions sequentially for 4Q18 with only one distribution cut.

Let it Flow: Permian Crude Heads for the Coast

With new pipeline capacity coming online in the Permian this year, the logical question is whether the bottleneck will simply move ~500 miles east to the Texas Gulf Coast. Today, we compare Permian...

Midstream and MLPs: BuyBACK in Action

Buybacks have become a more prevalent topic in capital allocation conversations for midstream, reflecting the continued evolution of this space. Today, we look at why and when buybacks make sense, as...
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