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.
Cypress Analyst Day: Providing Midstream Services to the Midstream Providers
If you want to invest in US energy, you could directly buy the commodities themselves or E&P companies as a first derivative play. Or MLPs as a second derivative play. Cypress Energy Partners, a...
How a Canadian Pipeline Company Invests in US Energy Infrastructure
The message from Pembina’s management team during its analyst day was designed to comfort existing investors in terms of expectations for fee-based cash flows. But we’ll look beyond that to the two...
Plains All American (PAA, PAGP): The Signal to Noise Ratio Depends on Where You’re Standing
Depending on who you are and what you’re after, if you’re thinking about Plains All American, there’s a lot on your mind. Last year, management did a great job of forecasting, and you might want to...