Midstream/MLP Capex and Projects: Where’s the Growth?
A key characteristic of the energy infrastructure space in recent years has been significant capital investment to facilitate increasing US oil and gas production and exports. However, a shift in...
Natural Gas and NGLs: A Bright Spot in Energy
While oil prices and production trends tend to dominate headlines, natural gas and natural gas liquids have seen notable relative strength in the face of macro headwinds. Fundamentals for the two...
US Targets Energy Independence Despite COVID-19 Impacts
US energy independence has long been a key goal for policymakers and oil and gas companies alike, and the exponential growth in energy production over the last decade has brought the US close to...
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....