Stacey Morris is the Director of Energy Research at Alerian, which equips investors to make informed decisions about Master Limited Partnerships (MLPs) and energy infrastructure. Ms. Morris engages with the investment community to increase awareness of the Alerian Index Series and support broader understanding of the role that midstream assets play in North American energy markets. Ms. Morris was previously the Investor Relations Manager for Alon USA Energy, overseeing investor communications for the corporation and its variable distribution MLP, Alon USA Partners. Prior to Alon, she covered the integrated majors and refiners at Raymond James as a Senior Associate in the firm’s Equity Research Division. Ms. Morris graduated summa cum laude with a Bachelor of Science in Business Administration from Stetson University, and is a CFA charterholder.
Revisiting MLP Performance as Interest Rates Rise
With the 10-year Treasury yield recently touching multi-year highs, it seems like an opportune time to revisit MLP performance as rates rise. We look at how MLPs have performed in rising rate...
Midstream 3Q18 Preview: Key Topics for Earnings Calls
With energy and midstream earnings season around the corner, we look at key themes that will likely be topics of interest on 3Q18 calls for the midstream space.
Midstream vs. Upstream: A Tale of Two Market Reactions to Rising Capex
In the wake of the oil downturn, capital discipline has come into focus for MLPs and E&Ps. Despite this emphasis, several MLPs and E&Ps raised guidance for 2018 capital expenditures with their 2Q18...
Escalating Ethane Prices and the Implications for MLPs and Midstream
What’s caused ethane prices to gain more than 60% in a matter of weeks, and what are the implications for midstream companies? Today’s post looks at those questions and more as we shift our focus to...
Thinking about Investing in Canadian Midstream, eh?
Canadian energy infrastructure corporations are a natural extension for inclusion in energy infrastructure products, but how do their yields and performance compare? What about currency impacts?...
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.