MLP Distribution Coverage: How and Why It’s Changed
How has distribution coverage changed over time, and what factors have impacted coverage? Today, we look at historical coverage ratios for the current constituents of the AMZI index and takeaways from...
2Q18 Recap and the Barbell Profile of MLP Distribution Growth
Most MLPs in the AMZ and AMZI grew their distributions sequentially in 2Q18, with no cuts this quarter. Nine constituents of the AMZ achieved double-digit year-over-year growth, while a similar number...
Bye, Bye, Bye (MLPs) Part 3: What’s an Investor to Do?
In today’s post, we break down what the changes in the MLP space mean for MLP investors and whether MLP investors should be concerned based on their investment objective. We also discuss the broader...
Bye, Bye, Bye (MLPs) Part 2: Who Could Be Saying Bye?
In part 2, we look at those MLPs that are potential candidates for reorganization. Specifically, we discuss MLPs that have made comments about simplification, structure, or addressing incentive...
Five Fascinating Takeaways from the 2018 EIA Energy Conference
Today’s post looks at five of the most interesting macro data points from last week’s Energy Information Administration’s 2018 Energy Conference.
Revisiting MLP Distribution Growth
After speaking with a number of MLP stakeholders, it seems like all people really want is to see “where has the cash gone?”. With this post, we hope to paint a straightforward picture of what the...