How Will Oil Production Shut-Ins Impact Midstream?
In response to the dramatic decline in oil demand stemming from the COVID-19 pandemic and the resulting price weakness, US and Canadian oil supply is expected to fall as producers shut-in wells and...
Keeping It Simple: MLPs Continue to Eliminate IDRs
Although IDRs were once a staple of the MLP space, the majority of AMZ constituents have eliminated their IDRs in recent years. Today’s piece discusses recent developments in the trend of IDR buyouts...
Slow and Steady: The Deceleration of US Oil Production Growth
Summary // After years of significant growth, US oil production is showing signs of a slowdown. The US Energy Information Administration continues to project double-digit growth in 2019 and high...
US Oil Production Growth May Be Slowing, but Should MLP/Midstream Investors Worry?
The unprecedented growth in US energy production has created plentiful opportunities for midstream. With headlines of falling rig counts and slowing growth, should midstream investors be concerned...
Midstream 3Q18 Preview: Key Topics for Earnings Calls
With energy and midstream earnings season around the corner, we look at key themes that will likely be topics of interest on 3Q18 calls for the midstream space.