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...
US LNG Exports: How Does Recent Price Weakness Impact Projects?
Summary US LNG exports continue to grow steadily and reached a new record of 5.2 billion cubic feet per day in July. This year, the US became the third-largest exporter of LNG behind only Australia...
Midstream Credit Ratings: Making the (Investment) Grade
Who is making the (investment) grade in midstream? Today, we look at credit ratings for the broad North American midstream universe as well as the weightings of companies with investment-grade credit...
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...
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...