Revisiting Private Equity Involvement in Midstream
Private equity involvement in midstream has been well documented in recent years and has served as a catalyst at times, but with the collapse in oil prices, will private capital still be interested in...
Midstream Tightens Belt with Lower Capex, Project Deferrals
Well before COVID-19 and oil's price collapse, midstream was on a path to moderating capital spending from elevated levels in past years. The trend toward restrained capital spending has only...
1Q20 Midstream/MLP Earnings Preview: Commentary to Trump Numbers
With oil prices entering uncharted territory and petroleum inventories rising, actual first quarter results are likely to be an afterthought for midstream and energy more broadly. Instead, the focus...
Down(grade) but Not Out: What Recent Credit Rating Updates Mean for Midstream
While perhaps not as interesting as other investment considerations, credit ratings are an important metric during times of volatility and uncertainty. Today’s Insights piece details recent credit...
MLP/Midstream Guidance Updates: Some Stand Firm, Others Cut with a Focus on Flexibility
Amid ongoing market volatility and the long wait for first quarter earnings, some companies continue to proactively release updates to provide further clarity on financial expectations for 2020....
Insights at a Glance: Is Rising Demand for Crude Storage a Silver Lining for MLPs and Midstream?
With oil demand diving, plentiful production, and the oil futures curve in steep contango, storage has become a hot topic. Of course, many midstream companies own and operate storage capacity. Today,...