Digging Deeper into Discounted Valuations for Midstream/MLPs
In a market where valuations for most equities feel stretched, midstream trades at significant discounts to historical averages. The combination of pressured equity performance and resilient EBITDA...
US LNG Projects Better Sheltered from Market Headwinds, China Concerns
The current wave of US LNG project startups is nearing completion, adding cargoes to an already oversupplied market grappling with weakened Chinese demand. Meanwhile, the ink is just drying on a...
US LNG Exports Part 1: Capacity Jumping in 2019, but Will There Be Enough?
The US is on the brink of adding significant LNG export capacity next year and becoming a sizable player in the global LNG market, but will US LNG exports be enough for a global market facing a...
AMZ Anniversary Countdown: 2011
Four more weeks until the 10-year anniversary of the AMZ. Today, we look at 2011, where MLPs stayed strong despite broader macroeconomic volatility.