Take Me Away: What New Permian Pipeline Capacity Means for Crude Prices and Exports
August was an important month for the Permian Basin, with two major long-haul crude pipelines finally coming online. How has increased connectivity between West Texas and the Gulf Coast impacted crude...
US LNG Exports: How Does Recent Price Weakness Impact Projects?
US liquefied natural gas (LNG) export growth is rightfully one of the hottest topics in the midstream space as new LNG export facilities and supporting energy infrastructure are required to connect US...
2Q19 MLP Distribution Recap: Trending in the Right Direction
Most AMZ and AMZI constituents grew their 2Q19 distributions sequentially and on a year-over-year basis. A clean quarter from the AMZI overshadowed the impact of a single distribution cut in the AMZ.
The Knock-On Effects of Low Natural Gas Prices for MLPs and Midstream
With natural gas at multi-year lows and producers focused on capital discipline, slowing upstream activity can have implications for midstream growth, particularly for names involved in gas gathering...
The Case for Energy Infrastructure in Your Portfolio
Today’s post and related white paper outline the investment case and potential benefits of adding energy infrastructure to your portfolio. If you’re looking for income, diversification, real asset...
Have MLPs and Midstream Actually Reduced Leverage?
Reducing leverage has been a theme across midstream for some time, but have midstream MLPs and C-Corporations actually delevered? Today, we examine leverage metrics from 2016 to 2018 for the current...