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...
EPD Analyst Day Recap: Pursuing Broad Appeal in an MLP Structure
Last week, we attended the analyst day for Enterprise Products Partners (EPD) in Houston. Company management provided commentary on a wide range of issues, including the MLP vs. C-Corp debate, crude...
MLPs Sell Off on Today’s FERC Policy Revision – Warranted or Not?
We don’t believe the impact of today’s policy revision from the FERC is as extreme as the initial market reaction indicated.
Takeaways From PAA’s Analyst Day
Last week I visited Minute Maid Park for PAA’s analyst day. The company shared “one, two, three” reasons why they’re far from out of the MLP ballgame.
Why MLPs Aren’t a Dying Breed and Why More Regulation Boosts The Value of Existing Pipelines
Last week, I attended the Energy Infrastructure Summit hosted by Vinson & Elkins and Tudor, Pickering, Holt, & Co. The two most interesting topics to me were “Is the traditional MLP model dead?” and...
From the Horse’s Mouth: Inside Energy Transfer’s Analyst Day
While day two of the Energy Transfer family of partnerships analyst day did not have a taco truck, ETP and ETE management addressed many of investors’ (other) top concerns.