Revisiting MLP Performance as Interest Rates Rise

Revisiting MLP Performance as Interest Rates Rise

With the 10-year Treasury yield recently touching multi-year highs, it seems like an opportune time to revisit MLP performance as rates rise. We look at how MLPs have performed in rising rate environm...
Crude Spreads Here, There, and Everywhere – What it Means for Midstream

Crude Spreads Here, There, and Everywhere – What it Means for Midstream

With widened crude spreads across North America, it’s easy to make a case for the need for more pipeline infrastructure. But if crude spreads narrow in places like the Permian as pipelines start up, d...
Storage, Oil Backwardation, and Implications for MLPs

Storage, Oil Backwardation, and Implications for MLPs

With the shift in the oil curve from contango to backwardation, storage has been more in focus lately. Today we’re discussing oil storage, oil curve backwardation, and the implications for MLPs with o...
What the New Tax Law Means for MLPs in 2018

What the New Tax Law Means for MLPs in 2018

01/30/18
If you’re a US taxpayer, chances are you’ve used a handy online calculator to estimate the dollar impact of the new tax bill on your paycheck. Unfortunately, we haven’t been able to find or build the ...
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...
Midstream vs. Upstream: A Tale of Two Market Reactions to Rising Capex

Midstream vs. Upstream: A Tale of Two Market Reactions to Rising Capex

In the wake of the oil downturn, capital discipline has come into focus for MLPs and E&Ps. Despite this emphasis, several MLPs and E&Ps raised guidance for 2018 capital expenditures with their 2Q18 ea...
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