What Happened Last Week in MLPs: Consolidation and Simplification Highlights the Waning Importance of Dropdown Stories
Having a strong sponsor and dropdown story are no longer enough to outperform in the MLP space. As announcements by DPM and MPLX highlight, IDR elimination is what everyone wants to see.
April showers bring May flowers, and May flowers bring Pilgrims. But what will the May recovery in MLPs bring?
What Happened in July: Three Possible Scenarios for Things to Get Worse for MLPs and 32 Reasons Not to Panic
The AMZ fell 3.3% in July and is down nearly 14% year to date, despite continued distribution growth, project announcements, and growing M&A activity. For pessimists to be right, one of these three...