With the US Exporting 20% of its Oil Production, What Midstream Companies Could Benefit?
US crude exports are poised for continued growth as US oil production grows. Today, we look at recent export-focused project announcements. We also look at factors that may impact crude exports from...
MLP Distribution Coverage: How and Why It’s Changed
How has distribution coverage changed over time, and what factors have impacted coverage? Today, we look at historical coverage ratios for the current constituents of the AMZI index and takeaways from...
2Q18 Recap and the Barbell Profile of MLP Distribution Growth
Most MLPs in the AMZ and AMZI grew their distributions sequentially in 2Q18, with no cuts this quarter. Nine constituents of the AMZ achieved double-digit year-over-year growth, while a similar number...
US Energy Exports: How MLPs Help Meet Growing Demand in Asia
As US oil and natural gas production grows, the end destination for these hydrocarbons will increasingly be overseas. Energy infrastructure will be needed to support exports, providing growth...
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...
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.