2020 Vision: What’s the Outlook for Midstream/MLP Dividends This Year?
With many investors using energy infrastructure in income portfolios, the outlook for dividends (or distributions for MLPs) comes up in almost every investor conversation. To better frame the...
Midstream’s 2020 Resolutions: Less Spending with a View Toward Free Cash Flow
Midstream is quickly approaching an inflection point for free cash flow generation as growth spending starts to moderate across the industry. Today’s piece examines declining midstream capital...
2020 Midstream Outlook Video
How will midstream fare in the new decade? Watch our three-minute 2020 Midstream Outlook video for a recap of 2019 and a look ahead to some key trends for this year, including growing energy...
Seasons Greetings: Energy Seasonality and Midstream
The holiday season is an opportune time to discuss seasons with energy repercussions – think hurricane, heating, injection, withdrawal, and driving seasons. Today’s piece explores these topics and...
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...
3Q19 Distribution Recap: MLPs Pull Off the Clean Sweep
Summary // For the first time in over a year, no AMZ or AMZI constituent cut their distribution sequentially. The majority of AMZ and AMZI constituents grew their 3Q19 distributions on a...