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...
FERCtastic: What MLP and Midstream Investors Should Know about the FERC
Summary Midstream investors should have some familiarity with the FERC given its oversight of interstate pipeline rates, LNG export projects, and interstate natural gas pipeline projects. FERC is...
Let it Flow: Permian Crude Heads for the Coast
With new pipeline capacity coming online in the Permian this year, the logical question is whether the bottleneck will simply move ~500 miles east to the Texas Gulf Coast. Today, we compare Permian...