Take Me Away: What New Permian Pipeline Capacity Means for Crude Prices and Exports
August was an important month for the Permian Basin, with two major long-haul crude pipelines finally coming online. How has increased connectivity between West Texas and the Gulf Coast impacted crude...
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...
MLP 2Q19 Distribution Coverage and Payout Ratios Provide Peace of Mind
Is the health of MLP distributions keeping you up at night? Should it be? Today’s post looks at distribution coverage and payout ratios for the 22 constituents of the Alerian MLP Infrastructure Index...
2Q19 MLP Distribution Recap: Trending in the Right Direction
Most AMZ and AMZI constituents grew their 2Q19 distributions sequentially and on a year-over-year basis. A clean quarter from the AMZI overshadowed the impact of a single distribution cut in the AMZ.
Have MLPs and Midstream Actually Reduced Leverage?
Reducing leverage has been a theme across midstream for some time, but have midstream MLPs and C-Corporations actually delevered? Today, we examine leverage metrics from 2016 to 2018 for the current...
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...