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.
SXL and SUN Analyst Day: Togetherness, Tacos, and Taylor Swift
The Energy Transfer family of companies hosted their annual analyst days at the beginning of this week, with SXL and SUN presenting on Monday afternoon. Here is a Taylor Swift-inspired summary of what...
The Two Reasons for MLP Investor Insomnia Last Night
Traditionally, Alerian does not comment on intraday MLP performance, but given how little sleep investors apparently got last night, today we'll make an exception.