Several transactions in the MLP space have been proposed or completed in the name of simplification. This week, we’ll look at simplifications in the form of reorganizations, and next week, we’ll look...
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...
How many AMZI constituents expect to grow their distribution by 10% or more? How many constituents expect to grow their distribution by 20% or more? What does growth look like on an aggregate basis?
MLPs are not eligible for the S&P 500. Today we’ll discuss the possible reasons for the exclusion and talk about options for adding MLPs to your portfolio.
What Happened in October: 3 Challenges for Dropdown MLPs and 3 Ways Their Parent Companies are Helping
Dropdown names once handily outperformed other MLPs. Now, following a year of underperformance, their parent companies are stepping in to help boost valuations.
February always feels like winter will never end. This is the point in the energy cycle when it feels like supply and demand will never balance. Spring, and a recovery, will eventually come.