Water in the [Mid]Stream: How Water Flows Generate Cash Flows
You were probably taught that oil and water don’t mix, but as oil production grows, water will play an increasingly important role. Today, we look at the water services opportunity for midstream.
MLP Structural Simplifications: Part 2 – IDR Eliminations
In recent years, we’ve seen MLPs move to eliminate IDRs, as several management teams have acknowledged that IDR structures become unsustainable over time. In today’s post, we look at how IDR...
US Production is Growing, Though You Wouldn’t Know it from the Rig Count
As volume-driven businesses, US production of oil and gas is meaningful for MLPs in terms of utilizing existing infrastructure and providing growth opportunities. In the past, investors looked to rig...
Activist Investors: Creating, Not Managing, MLPs
Activist investors may be prevented from directly influencing MLPs, but here’s how broader energy activists are creating more MLPs (and whether you should trust them).
What Happened in June: Save the MLPs!
It’s been two rough years. If you’re an investor who wants to sell low, now might be your time. Two major players decided to catch the falling knife this month, doubling down on the MLP structure.