Energy Investing Showdown: Midstream/MLPs vs. Majors vs. Broader Energy

Investors often ask us how midstream compares to other common energy holdings. Today, we compare MLPs and midstream with the majors and broader energy both quantitatively and qualitatively to help frame energy investment options.

MLPs and Midstream: Defense Wins in a Tough Oil Tape

Today, we look at MLP and midstream performance relative to crude and other sectors of energy as oil prices have retreated. We also discuss some of the tailwinds working in midstream’s favor and...

3Q18 MLP Distribution Recap: With 3Q Cuts Behind Us, How Will Current Trends Affect Future Distributions?

While many MLPs in the AMZ and AMZI grew their distributions for 3Q18, there were five distribution cuts, including a modest cut from a variable distribution MLP and a backdoor cut.

Happy Thanksgiving 2018!

Happy Thanksgiving! Take a peek at some of the things midstream stakeholders have to be thankful for in 2018!

Dropdown MLPs: Time to Double (Drop)Down or Fold (In)?

The challenged MLP equity market and the planned consolidation of some dropdown MLPs has called into question the viability of the dropdown model. Do dropdown MLPs still work? Could other dropdown...

Oil Hub Hubbub: Is Houston the New Cushing?

Energy observers have been quick to question Cushing’s relevance, given growing Permian production that largely bypasses Cushing, increasing export volumes, and new Houston crude contracts. Is Houston...

Crude Spreads Here, There, and Everywhere – What it Means for Midstream

With widened crude spreads across North America, it’s easy to make a case for the need for more pipeline infrastructure. But if crude spreads narrow in places like the Permian as pipelines start up,...
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