How Will Oil Production Shut-Ins Impact Midstream?
In response to the dramatic decline in oil demand stemming from the COVID-19 pandemic and the resulting price weakness, US and Canadian oil supply is expected to fall as producers shut-in wells and...
US Production Outlook and MLP/Midstream Implications
With netbacks for producers admittedly dismal in today’s price environment, the current outlook for US oil production is tenuous. Headlines surrounding potential state or federal government...
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...
How Has Lifting the Crude Oil Export Ban Affected the Market?
On December 18, 2016, the US government lifted the crude oil export ban. Today we discuss what’s happened as a result of the new legislation.
What a Difference a Year Makes
December contained one of the worst weeks in MLP history. The world of MLPs and energy infrastructure has changed remarkably in just one year.
Just Happened: DCP Midstream Analyst Day
I was supposed to write this post two weeks ago, but then the MLP market went haywire and we decided that fielding stakeholder calls and emails was of greater importance at the time. So while the DCP...