The Evolution of MLP and Energy Infrastructure Products
Similar to how the MLP space continues to evolve, so does the landscape for MLP and energy infrastructure pooled access products. Today’s post walks through this evolution and provides context for...
MLP Structural Simplifications: Part 1 — Reorganizations
Several transactions in the MLP space have been proposed or completed in the name of simplification. This week, we’ll look at simplifications in the form of reorganizations, and next week, we’ll look...
Is the US Over-Piped? Part 2 – MLP Pipeline Growth Opportunities
Last week, we discussed re-contracting risk in the context of the broader question of whether the US is over-piped. In today’s post, we look at whether there are still growth opportunities in building...
Higher Than Expected GORs In the Permian Mean MLP Infrastructure Opportunities
With higher than expected gas-to-oil ratios (GORs) in the Permian, many investors are wondering where all the gas is going. Today we’ll talk about natural gas infrastructure that is already in...
MLPs in the Wake of Hurricane Harvey
It’s been a tough week in The Lone Star State. Our Houston neighbors have experienced the most rainfall ever recorded in the continental US. Human life is far more important than energy...
Is the MLP Model Still Relevant?
Given that consolidation in the MLP space is not entirely balanced by the few IPOs and the continued government support of the structure, the questions remain: is this just the growing pains of a...