US LNG Projects Better Sheltered from Market Headwinds, China Concerns
The current wave of US LNG project startups is nearing completion, adding cargoes to an already oversupplied market grappling with weakened Chinese demand. Meanwhile, the ink is just drying on a...
State of Midstream: Where are MLPs/Midstream Today, and What Could Lie Ahead?
In today’s State of Midstream, we discuss where midstream is, where it may be heading, and what it all means for investors. Specifically, the midstream landscape is framed by discussing US energy...
Take Me Away: What New Permian Pipeline Capacity Means for Crude Prices and Exports
Summary Two major Permian pipeline projects began service in August, helping to ease the basin’s takeaway constraints and providing further sources of stable cash flows for midstream companies....
US LNG Exports: How Does Recent Price Weakness Impact Projects?
Summary US LNG exports continue to grow steadily and reached a new record of 5.2 billion cubic feet per day in July. This year, the US became the third-largest exporter of LNG behind only Australia...
Is US Energy Independence On Its Way?
As the US prepares to celebrate Independence Day, it seems fitting to discuss the progress that has been made towards achieving energy independence. The US is expected to soon become a net energy...
With the US Exporting 20% of its Oil Production, What Midstream Companies Could Benefit?
US crude exports are poised for continued growth as US oil production grows. Today, we look at recent export-focused project announcements. We also look at factors that may impact crude exports from...