Bye, Bye, Bye (MLPs) Part 3: What’s an Investor to Do?
In today’s post, we break down what the changes in the MLP space mean for MLP investors and whether MLP investors should be concerned based on their investment objective. We also discuss the broader...
Bye, Bye, Bye (MLPs) Part 1: Who’s Saying Bye and Why?
There have been several developments since we last wrote on the topic of MLPs disappearing and much to discuss. In today’s post, we digest the reorganization announcements seen this year, the...
FERC Finalized Rule Positive for MLPs; Cue the Relief Rally
FERC finalized its policy rule for natural gas pipelines as it relates to tax changes yesterday after market close. The final rule provides additional clarity and is also less punitive towards MLPs...
How Much Energy Infrastructure Does North America Still Need?
Last week, the Interstate Natural Gas Association of America (INGAA) released its latest study on estimated energy infrastructure investment needed through 2035. In today’s post, we delve into the...
Are Energy Stocks Catching Up to Crude?
As crude prices have recovered, energy stocks have lagged the improvement in WTI crude. The trend reversed in April and May as energy stocks outperformed the commodity. In today’s post, we look at...
Revisiting MLP Distribution Growth
After speaking with a number of MLP stakeholders, it seems like all people really want is to see “where has the cash gone?”. With this post, we hope to paint a straightforward picture of what the...