Natural Gas and NGLs: A Bright Spot in Energy
While oil prices and production trends tend to dominate headlines, natural gas and natural gas liquids have seen notable relative strength in the face of macro headwinds. Fundamentals for the two...
What Could the Election Mean for MLPs/Midstream and Energy?
With election season in full swing, today’s note discusses the policies of the Trump administration and the proposals from the Biden campaign, as well as the potential implications of a change in the...
Examining Midstream Contracts Amid Slowing Volumes
Alerian examines midstream contracts and expirations amid declining volumes and macro headwinds for the space.
FERC 2020 Oil Pipeline Index Review: Nonevent or Headache?
While the impact of the Federal Energy Regulatory Commission’s (FERC) notorious policy revision from March 2018 has largely played out, there is one item still outstanding – the impact to the oil...
NGL Update: How Are Macro Headwinds Impacting Midstream?
Natural gas liquids (NGLs) have grown in importance for midstream in recent years as US production has accelerated, but how does declining energy production in the US impact the outlook for NGLs? Are...
Look Down(stream): What Midstream Can Learn from Refiners about Free Cash Flow and More
Alerian examines the strategic parallels between refining and midstream and discusses what energy infrastructure companies can learn from their downstream peers in regard to free cash flow and...