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.

Visual Data: Treemaps

What does it mean that Enterprise is the largest MLP? How much larger is it? What’s the next largest? And the one after that? How much impact do newer MLPs have on the size of the space? Sometimes,...

Monday Mailbag: We Have Liftoff

Wait, you mean you have indices beyond the AMZ? Yes indeed. While the Alerian MLP Index (AMZ) is our flagship index and the leading gauge of large- and mid-cap energy MLPs, we have other indices. The...

Alerian Explains: The Kinder Family

 December 3, 2013. Kinder Morgan releases guidance for its family of companies that was generally below sell-side analysts’ expectations. EPB’s distribution, , is expected to be flat for 2014. Despite...

Greatest Hits: MLP Distributions Outpace GDP

Alerian is frequently asked to qualify MLP distribution growth numbers. What do they mean in a larger context? How does MLP distribution growth compare to the growth of the broader economy? Is there...

Monday Mailbag: Shhh! It’s a Quiet Period!

When does Alerian enter its quiet period? We enter our quiet period beginning at market close two weeks before each quarterly rebalancing date. Since quarterly rebalancings take place on the third...

Research Spotlight: General Partners, Part 1

The Big Idea: The 2005-2006 time period saw a sudden rise in MLP GP IPOs. Why? Then, in 2009-2010, why was there a barrage of MLP GP buybacks? Everyone who can get to the track can bet on horse races....
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