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.
Dropdown MLPs: Time to Double (Drop)Down or Fold (In)?
The challenged MLP equity market and the planned consolidation of some dropdown MLPs has called into question the viability of the dropdown model. Do dropdown MLPs still work? Could other dropdown...
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...
What Happened in September: Are the Good Old Days Returning?
September’s news on an individual company level harkens back to the good old days of growing MLPs and growing infrastructure.