Bye, Bye, Bye (MLPs) Revisited: MLP Consolidation Entering Late Innings

Bye, Bye, Bye (MLPs) Revisited: MLP Consolidation Entering Late Innings

Since we last discussed MLP consolidation, significant headway has been made in terms of transaction announcements. We provide an update to the three parts of our series from this summer – who’s sayin...
Back to Basics: The MLP and Midstream Investment Thesis

Back to Basics: The MLP and Midstream Investment Thesis

With no shortage of volatility in oil and the broader market recently, today we get back to the basics by revisiting the broad investment thesis for MLPs and midstream. We set aside yields and the tax...
2019 Midstream Outlook Video

2019 Midstream Outlook Video

Take a break from last-minute holiday shopping and peppermint mochas to find out whether midstream will be naughty or nice in 2019. In this short video, we provide a 2019 outlook for midstream investo...
Christmas Karyl: Last Christmas

Christmas Karyl: Last Christmas

If this year’s Christmas Karyl is any indication, the 2018 holidays are going to be something special. Given all the consolidations we’ve seen this year, we’ve put a satirical spin on Wham!’s classic...
US LNG Exports Part 1: Capacity Jumping in 2019, but Will There Be Enough?

US LNG Exports Part 1: Capacity Jumping in 2019, but Will There Be Enough?

The US is on the brink of adding significant LNG export capacity next year and becoming a sizable player in the global LNG market, but will US LNG exports be enough for a global market facing a potent...
3Q18 MLP Distribution Recap: With 3Q Cuts Behind Us, How Will Current Trends Affect Future Distributions?

3Q18 MLP Distribution Recap: With 3Q Cuts Behind Us, How Will Current Trends Affect Future Distributions?

While many MLPs in the AMZ and AMZI grew their distributions for 3Q18, there were five distribution cuts, including a modest cut from a variable distribution MLP and a backdoor cut.
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