US LNG Projects Better Sheltered from Market Headwinds, China Concerns
The current wave of US LNG project startups is nearing completion, adding cargoes to an already oversupplied market grappling with weakened Chinese demand. Meanwhile, the ink is just drying on a...
Private Equity Continues to Bet Big on Midstream
Private equity involvement in energy infrastructure is nothing new, but private equity funds have shown considerable interest in midstream so far this year. Today, we will examine the positives and...
US LNG Exports: The Who, What, Where of Projects and Why China Relations Matter
Today, we revisit US LNG exports. What projects are starting up in 2019-2020? What projects have been green lighted for construction or are nearing the start of construction? What about the impact of...
Bye, Bye, Bye (MLPs) Revisited: MLP Consolidation Entering Late Innings
Since we last discussed MLP consolidation, significant headway has been made in terms of transaction announcements. We provide an update to the three parts of our series from this summer – who’s...
MLPs and Midstream: Defense Wins in a Tough Oil Tape
Today, we look at MLP and midstream performance relative to crude and other sectors of energy as oil prices have retreated. We also discuss some of the tailwinds working in midstream’s favor and...
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...