US LNG Exports: How Does Recent Price Weakness Impact Projects?
US liquefied natural gas (LNG) export growth is rightfully one of the hottest topics in the midstream space as new LNG export facilities and supporting energy infrastructure are required to connect US...
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...
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...