Examining Midstream Contracts Amid Slowing Volumes
Alerian examines midstream contracts and expirations amid declining volumes and macro headwinds for the space.
Midstream at the Midpoint: Where We’ve Been and What’s Next
Despite the downturn in both energy and broader markets in the first quarter, midstream has rallied significantly in the last few months off all-time lows seen in mid-March. Today’s research note...
1Q20 MLP/Midstream Dividend Recap: Putting Cuts in Context
Amid commodity price volatility and depressed demand related to COVID-19, what happened to midstream distributions and dividends for 1Q20? Today’s piece details 1Q20 dividend trends across midstream...
Modest MLP/Midstream Estimate Revisions Contrast with Equity Performance
With midstream and broader energy earnings season largely concluding this week, consensus expectations for 2020 and 2021 EBITDA should now incorporate updated company outlooks. Despite the significant...
Down(grade) but Not Out: What Recent Credit Rating Updates Mean for Midstream
While perhaps not as interesting as other investment considerations, credit ratings are an important metric during times of volatility and uncertainty. Today’s Insights piece details recent credit...
Insights at a Glance: Haves and Have-Nots – Profiling Recent MLP Distribution Announcements
In almost all of our conversations with investors in recent weeks, MLP distributions have been the primary topic of discussion. While MLPs have made progress with a number of improvements in recent...