The Knock-On Effects of Low Natural Gas Prices for MLPs and Midstream
With natural gas at multi-year lows and producers focused on capital discipline, slowing upstream activity can have implications for midstream growth, particularly for names involved in gas gathering...
Water in the [Mid]Stream: How Water Flows Generate Cash Flows
You were probably taught that oil and water don’t mix, but as oil production grows, water will play an increasingly important role. Today, we look at the water services opportunity for midstream.
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...
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...