Bye, Bye, Bye (MLPs) Part 2: Who Could Be Saying Bye?
In part 2, we look at those MLPs that are potential candidates for reorganization. Specifically, we discuss MLPs that have made comments about simplification, structure, or addressing incentive...
Distribution Coverage: Perhaps a Pleasant Surprise?
How do coverage ratios look for AMZI constituents? You may be pleasantly surprised at the data for 4Q17 and 4Q16.
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.
MLP Structural Simplifications: Part 2 – IDR Eliminations
In recent years, we’ve seen MLPs move to eliminate IDRs, as several management teams have acknowledged that IDR structures become unsustainable over time. In today’s post, we look at how IDR...
4Q17 MLP Distribution Recap: A Cut-Free Quarter
Today we look at how many MLPs in the AMZ and AMZI grew, maintained, or cut distributions for 4Q17.
Is the US Over-Piped? Part 1: MLP Re-Contracting Risk
Investors often ask us if the US is over-piped. The question points to both concerns around re-contracting risk and whether there is still an opportunity for growth through pipeline additions. In...