MLP Consolidation Part 1: The Nearly Departed
Recent news flow has revived the MLP consolidation conversation, even as anticipated transactions have largely been completed. Which MLPs are going away, and which MLPs are potential consolidation...
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...
Energy Investing Showdown: Midstream/MLPs vs. Majors vs. Broader Energy
Investors often ask us how midstream compares to other common energy holdings. Today, we compare MLPs and midstream with the majors and broader energy both quantitatively and qualitatively to help...
PAA Investor Day Recap: What to PAAy Attention to
Bonus Post! On Tuesday, Plains All American (PAA) hosted its annual investor day in New York City. Today, we take a look at some of the major talking points of the afternoon, including the Red Oak...
The SCOOP on Oklahoma and How It’s STACKing Up
We interrupt your regularly scheduled Permian update to focus on the SCOOP and STACK this week, which have been making waves recently due to lowered midstream volume guidance in the STACK, relative...
2019 Midstream Mid-Year Update Video
In this mid-year video update, we recap midstream’s strong start to 2019 and discuss what may be in store for this summer. Before you head out for vacation, watch this short video (only 3 minutes!)...