Dominion News: Buffett Buys Gas Infrastructure, ACP Cancelled
While holiday weekends are normally quiet, Dominion Energy (D) made a splash on Sunday by announcing a ~$10 billion sale of natural gas infrastructure to Berkshire Hathaway (BRK.A) and the...
Examining Midstream Contracts Amid Slowing Volumes
Alerian examines midstream contracts and expirations amid declining volumes and macro headwinds for the space.
MLP/Midstream Valuations Part 1: Focusing on Free Cash Flow
MLP and midstream valuations have historically been viewed through the lens of their relatively high dividend yields. However, as the industry has shifted towards stronger balance sheets and free cash...
Midstream at the Midpoint: Where We’ve Been and What’s Next
Despite the downturn in both energy and broader markets in the first quarter, midstream has rallied significantly in the last few months off all-time lows seen in mid-March. Today’s research note...
NGL Update: How Are Macro Headwinds Impacting Midstream?
Natural gas liquids (NGLs) have grown in importance for midstream in recent years as US production has accelerated, but how does declining energy production in the US impact the outlook for NGLs? Are...
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...