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...
MLPs in the Wake of Hurricane Harvey
It’s been a tough week in The Lone Star State. Our Houston neighbors have experienced the most rainfall ever recorded in the continental US. Human life is far more important than energy...