Insights at a Glance: Examining Improved MLP Financial Footing Since 2014
Many investors have begun to compare the current pressured energy environment to the downturn from 2014-2016 when oil prices and Alerian MLP Infrastructure Index (AMZI) fell significantly. However,...
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...
First Steps: Introducing ESG Issues in Midstream
Summary // With ESG gaining traction broadly among the investment community, discussions around ESG have also become more prevalent in the midstream space. The growing investor interest in ESG is an...
2019 Midstream Summer Recap Video
With the dog days of summer coming to a close, what should midstream and MLP investors know before we head into the fall? Watch this short video for a recap of 2Q19 results, recent M&A activity,...
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...
What Happened in October: for MLPs, Money Talks and BS Walks
October was all about MLP cash: who increased distributions, who kept them flat, who didn’t increase as much as expected, and through it all, investor expectations mattered more than numbers.