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...
MarkWest Energy Partners (MWE): Putting All Your Eggs in One Basket? Make Sure It’s a Good Basket: A Review of the MarkWest Analyst Day
No one's pretending the commodity environment isn't tough right now. Here's how G&P MLP MarkWest put all its eggs in one basket and is better positioned than most to weather the storm.
Cheniere Analyst Day: The Final Chapters in This Speculative Story with the Sequel Not Far Away
Investors have committed massive amounts of time and capital to see Cheniere complete the first natural gas liquefaction and export facilities in the Lower 48. That’s about to pay off, but...
CSI Compressco Analyst Day: Getting Schooled on Compression in MLPs
Just because you’re close to the wellhead does not mean that you’ve been devastated by commodity prices, necessarily. Here’s how a compression MLP has insulated itself.
Does EnLink Have What It Takes to Double in Two Years?
Perhaps it’s due to my history as a college cheerleader for a football team known for its losing streak, but I have always been unshakably optimistic and confident about the future. So, when reviewing...