FERC Finalized Rule Positive for MLPs; Cue the Relief Rally
FERC finalized its policy rule for natural gas pipelines as it relates to tax changes yesterday after market close. The final rule provides additional clarity and is also less punitive towards MLPs...
US LNG Exports Part 2: How Do LNG Exports Benefit Midstream?
In today’s post, we discuss how LNG exports increase infrastructure demand. We also discuss how LNG exports facilitate natural gas production growth, with broad benefits for midstream companies and...
The Permian: Is Producer Pain Midstream’s Gain?
Having received several questions on the Permian Basin lately, we’ll dive into what’s been going on with production and price differentials, when pipeline capacity is expected to be added, and what it...
Should Midstream Steel Itself for Steel Tariffs?
With steel tariffs in the spotlight and steel being a critical material for energy infrastructure, it seems like a good time to discuss steel uses in energy, price trends, and the impact to midstream...
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...
Is the US Over-Piped? Part 1: MLP Re-Contracting Risk
Investors often ask us if the US is over-piped. The question points to both concerns around re-contracting risk and whether there is still an opportunity for growth through pipeline additions. In...