Private Equity in Midstream – The Bad, the Good, and the Unknown
For MLPs, private equity’s involvement is a bit of a double-edged sword. PE adds another layer of competition, but on the other hand, PE’s deep pockets can be helpful.
The End of an MLP Era
It’s been ugly for MLPs over the last 12 months, with the AMZ off 29.3% since reaching an all-time high last August. Proponents have tried to assuage investor fears by sticking to the script, i.e....
Just Happened: Analyst Day Catch-Up, US Edition (ATO, ONEOK, SXE, Tesoro)
With Kinder Morgan hosting its annual analyst day tomorrow, we thought we’d take this week to catch up on investor conferences from the past couple of months. Today, we discuss contract structures,...