Political Risk Rising: 2020 Presidential Candidates, Fracking, and Federal Lands
Democratic presidential candidates have expressed support for notable energy policy changes, with some proposing to ban fracking altogether. This piece attempts to provide some context around energy...
Slow and Steady: The Deceleration of US Oil Production Growth
Summary // After years of significant growth, US oil production is showing signs of a slowdown. The US Energy Information Administration continues to project double-digit growth in 2019 and high...
What is IMO 2020 and What Does it Mean for Midstream?
With new marine fuel regulations from the International Maritime Organization becoming effective in January, there is a wide swath of energy-related implications and known unknowns surrounding market...
Energy Investing Showdown: Midstream/MLPs vs. Majors vs. Broader Energy
Investors often ask us how midstream compares to other common energy holdings. Today, we compare MLPs and midstream with the majors and broader energy both quantitatively and qualitatively to help...
US Oil Production Growth May Be Slowing, but Should MLP/Midstream Investors Worry?
The unprecedented growth in US energy production has created plentiful opportunities for midstream. With headlines of falling rig counts and slowing growth, should midstream investors be concerned...
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.