How Will Oil Production Shut-Ins Impact Midstream?
In response to the dramatic decline in oil demand stemming from the COVID-19 pandemic and the resulting price weakness, US and Canadian oil supply is expected to fall as producers shut-in wells and...
US Production Outlook and MLP/Midstream Implications
With netbacks for producers admittedly dismal in today’s price environment, the current outlook for US oil production is tenuous. Headlines surrounding potential state or federal government...
Slow and Steady: The Deceleration of US Oil Production Growth
Summary // After years of significant growth, US oil production is showing signs of a slowdown. The US Energy Information Administration continues to project double-digit growth in 2019 and high...
US Oil Production Growth May Be Slowing, but Should MLP/Midstream Investors Worry?
The unprecedented growth in US energy production has created plentiful opportunities for midstream. With headlines of falling rig counts and slowing growth, should midstream investors be concerned...
US Energy Exports: How MLPs Help Meet Growing Demand in Asia
As US oil and natural gas production grows, the end destination for these hydrocarbons will increasingly be overseas. Energy infrastructure will be needed to support exports, providing growth...
US Production is Growing, Though You Wouldn’t Know it from the Rig Count
As volume-driven businesses, US production of oil and gas is meaningful for MLPs in terms of utilizing existing infrastructure and providing growth opportunities. In the past, investors looked to rig...