Takeaways From PAA’s Analyst Day
Last week I visited Minute Maid Park for PAA’s analyst day. The company shared “one, two, three” reasons why they’re far from out of the MLP ballgame.
Permania: Why the Permian Is Where the Party At
Everyone is talking about the Permian. MLPs are announcing projects right and left in the area. What makes it so special?
Visual Data: MLP Treemaps 2.0
People often say a picture is worth a thousand words. Treemaps are a great way to visualize the MLP space and to better understand the sizes of various companies. Today we’ll look at the Energy MLP...
What’s Happening in MLPs: Differentiating Between Equity Offerings
Three recent MLP secondary equity offerings show that investors are still differentiating between MLPs—a positive sign for the industry.
Why Small Scale MLP M&A Should Not Be Ignored
Everyone loves an MLP announcement of a huge deal that will transform the company. Don’t forget that the smaller acquisitions, little adjustments to capital structure, and testing-the-waters JVs also...
Finding Value in MLP IDRs
IDR elimination has been the latest trend in MLP simplification. The value investors (and GPs) place on them depends on the individual company and its outlook. Sometimes free is the right price.