FERCtastic: What MLP and Midstream Investors Should Know about the FERC
Summary Midstream investors should have some familiarity with the FERC given its oversight of interstate pipeline rates, LNG export projects, and interstate natural gas pipeline projects. FERC is...
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...
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...
Enough About Oil, What About Natural Gas?
While rangebound prices have perhaps made natural gas an afterthought for energy infrastructure investors, the combination of growing supply and growing global demand is fundamentally positive for...
Why Is the LNG Market Weak?
Today we discuss the factors driving the weak LNG market.
What Happened in July: Three Possible Scenarios for Things to Get Worse for MLPs and 32 Reasons Not to Panic
The AMZ fell 3.3% in July and is down nearly 14% year to date, despite continued distribution growth, project announcements, and growing M&A activity. For pessimists to be right, one of these three...