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

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.

MLP and Energy Infrastructure Conference 2019: M&A, Attracting Generalists, and More

Last week, we attended the 2019 MLP and Energy Infrastructure Conference (MEIC) hosted by the Master Limited Partnership Association. In today’s post, we discuss our main takeaways from the...

1Q19 MLP Distribution Recap: Outlook Improving in Spite of Cuts

Most AMZ and AMZI constituents grew their 1Q19 distributions sequentially and on a year-over-year basis. The 20% increase from Plains All American (PAA) helps soften the impact of...

BPL: What does Buckeye’s Buyout Mean for MLPs and Midstream?

Buckeye Partners (BPL) announced this morning that it has agreed to be acquired by IFM Investors for $41.50 per unit – a 27.5% premium to BPL’s closing price yesterday. In this post, we discuss the...

After Years of Growth, Is Midstream Capex Peaking?

Capital spending has been a hot topic across energy as investors focus on returns and free cash flow generation. The challenge for midstream companies continues to be balancing fiscal discipline with...

Private Equity Continues to Bet Big on Midstream

Private equity involvement in energy infrastructure is nothing new, but private equity funds have shown considerable interest in midstream so far this year. Today, we will examine the positives and...

Why Yesteryear’s Valuation Metrics Aren’t Sufficient for Today’s MLP

MLPs have become more total-return focused than in the past, making yield-focused valuation metrics less meaningful and causing a shift in the investor base. This piece explores historical valuation...
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