Midstream/MLP 2Q20 Dividends/Distributions Hold Steady
After a slew of cuts with 1Q20 payouts, the stability of midstream dividends and distributions for 2Q20 may have been a pleasant surprise to some, particularly in light of stubbornly high yields in...
1Q20 MLP/Midstream Dividend Recap: Putting Cuts in Context
Amid commodity price volatility and depressed demand related to COVID-19, what happened to midstream distributions and dividends for 1Q20? Today’s piece details 1Q20 dividend trends across midstream...
Insights at a Glance: Updating MLP Yield Scenario Analysis and Midstream Insider Buying
In today’s dynamic market, research has a relatively short shelf life. Today’s piece updates two popular data points featured last week – yield scenario analysis and midstream insider buying. The...
Insights at a Glance: Robust Midstream Insider Buying Amid Market Volatility
With MLP index yields at all-time highs, several management teams are utilizing this downturn as a buying opportunity, reflecting confidence in their underlying businesses. Today’s short post details...
4Q19 MLP Distribution Recap: Positive Outlook Outweighs Cuts
Summary // After a cut-free 3Q19, four AMZ constituents cut their distributions sequentially for 4Q19. The majority of AMZ and AMZI constituents have increased their distributions on a year-over-year...
Midstream Energy Battle: What Subgroup Has Performed Best in 2019?
In a challenging macro environment for the energy space, the broad midstream universe has performed defensively this year. Today, we review midstream’s performance to date and analyze some of the...