Midstream at the Midpoint: Where We’ve Been and What’s Next
Despite the downturn in both energy and broader markets in the first quarter, midstream has rallied significantly in the last few months off all-time lows seen in mid-March. Today’s research note...
1Q20 MLP/Midstream Dividend Recap: Putting Cuts in Context
Amid commodity price volatility and depressed demand related to COVID-19, what happened to midstream distributions and dividends for 1Q20? Today’s piece details 1Q20 dividend trends across midstream...
Midstream 2020 EBITDA Guidance Updates Highlight Stability
For midstream investors, updated 2020 financial guidance has been highly anticipated – much more than actual 1Q20 results. With producers dropping rigs and curtailing production in the current oil...
MLP/Midstream Guidance Updates: Some Stand Firm, Others Cut with a Focus on Flexibility
Amid ongoing market volatility and the long wait for first quarter earnings, some companies continue to proactively release updates to provide further clarity on financial expectations for 2020....
Insights at a Glance: Haves and Have-Nots – Profiling Recent MLP Distribution Announcements
In almost all of our conversations with investors in recent weeks, MLP distributions have been the primary topic of discussion. While MLPs have made progress with a number of improvements in recent...
Insights at a Glance: Updating MLP Yield Scenario Analysis and Midstream Insider Buying
In today’s dynamic market, research has a relatively short shelf life. Today’s piece updates two popular data points featured last week – yield scenario analysis and midstream insider buying. The...