What Could the Election Mean for MLPs/Midstream and Energy?
With election season in full swing, today’s note discusses the policies of the Trump administration and the proposals from the Biden campaign, as well as the potential implications of a change in the...
Assessing Midstream’s ESG Journey So Far
As environmental, social, and governance (ESG) factors continue to gain popularity with the broader investment community, sustainability reporting is becoming more commonplace among midstream...
2Q Earnings Review: Politics, (E&P) Religion, and More
Earnings season was particularly eventful this quarter for midstream and broader energy. Operational outlooks were in focus as the macro recovery continues, but renewables and the election were other...
Midstream/MLP 2Q20 Dividends/Distributions Hold Steady
After a slew of cuts with 1Q20 payouts, the stability of midstream dividends and distributions for 2Q20 may have been a pleasant surprise to some, particularly in light of stubbornly high yields in...
US Oil Fundamentals Trending in the Right Direction
While hard to believe, it’s been almost four months since WTI oil prices traded in negative territory as demand was troughing and producers scrambled to shut in wells. Much has changed for the better...
Assessing the Threat of the Energy Transition Part 2: Electric Vehicles
Rounding out the discussion on the impact of the pending energy transition, today’s piece examines the implications of electric vehicles (EVs) for oil demand and the drivers for long-term demand...