US LNG Exports: The Who, What, Where of Projects and Why China Relations Matter
Today, we revisit US LNG exports. What projects are starting up in 2019-2020? What projects have been green lighted for construction or are nearing the start of construction? What about the impact of...
How Much Energy Infrastructure Does North America Still Need?
Last week, the Interstate Natural Gas Association of America (INGAA) released its latest study on estimated energy infrastructure investment needed through 2035. In today’s post, we delve into the...
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...
What Happened With Kinder’s Write-Down: The Difference a Decade Makes
Ten year contracts are great—until things change. A decade is a long time, but MLPs are a long-term investment.
What Happened in June: MLPs Started Announcing Projects Again
Amidst Brexit and merger headlines, one of the most fascinating stories of June got lost: MLPs (among others) are again announcing organic growth projects.
When Is a Utility Not a Utility? A Review of the Recent Sempra Analyst Day
When was the last time you heard of a Utility growing at 11%? Sempra Energy, a predominantly California Utility company, plans to do just that. Here’s how.