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...
US LNG Exports Part 1: Capacity Jumping in 2019, but Will There Be Enough?
The US is on the brink of adding significant LNG export capacity next year and becoming a sizable player in the global LNG market, but will US LNG exports be enough for a global market facing a...
Are MLPs Really Disappearing?
Are MLPs facing extinction? It seems premature to make the call that we’re seeing a wholesale conversion from the MLP to C-Corp model, but the midstream space is evolving and that has implications for...
US Production is Growing, Though You Wouldn’t Know it from the Rig Count
As volume-driven businesses, US production of oil and gas is meaningful for MLPs in terms of utilizing existing infrastructure and providing growth opportunities. In the past, investors looked to rig...