US LNG Exports Part 1: Capacity Jumping in 2019, but Will There Be Enough?
The US is on the brink of adding significant LNG export capacity next year and becoming a sizable player in the global LNG market, but will US LNG exports be enough for a global market facing a...
Are MLPs Really Disappearing?
Are MLPs facing extinction? It seems premature to make the call that we’re seeing a wholesale conversion from the MLP to C-Corp model, but the midstream space is evolving and that has implications for...
Enough About Oil, What About Natural Gas?
While rangebound prices have perhaps made natural gas an afterthought for energy infrastructure investors, the combination of growing supply and growing global demand is fundamentally positive for...
Understanding MLP Liquidity
A picture is worth a thousand words. Today we’re using a new platform, called Tableau, to look at median daily trading volume as it relates to market cap.
The Upside of MLP Distribution Cuts
Growing distributions were once a cornerstone of the MLP story. As times have changed, many investors have begun putting more emphasis on balance sheet stability and conservatism. Is distribution...
Trading Days to Exit: The Sequel
Liquidity is an important risk measure of how quickly an investor or investment manager can enter or exit a position without dramatically affecting the price. How many days does it take to buy or sell...