Midstream Malaise: What’s Wrong (and Right) with Midstream?
Although midstream remains defensive, the sector has not been immune to the general malaise in energy. This piece provides an update on what has been plaguing broader energy, what is weighing on...
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...
Take Me Away: What New Permian Pipeline Capacity Means for Crude Prices and Exports
Summary Two major Permian pipeline projects began service in August, helping to ease the basin’s takeaway constraints and providing further sources of stable cash flows for midstream companies....
US LNG Exports: How Does Recent Price Weakness Impact Projects?
Summary US LNG exports continue to grow steadily and reached a new record of 5.2 billion cubic feet per day in July. This year, the US became the third-largest exporter of LNG behind only Australia...
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...