Bye, Bye, Bye (MLPs) Part 1: Who’s Saying Bye and Why?
There have been several developments since we last wrote on the topic of MLPs disappearing and much to discuss. In today’s post, we digest the reorganization announcements seen this year, the...
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...
Are Buybacks Becoming Mainstream for Midstream?
More than ever, MLP management teams are scrutinizing their uses of cash and returns on that cash. Capital projects and distributions have historically been the focus; however, as more midstream MLPs...