Bye, Bye, Bye (MLPs) Part 3: What’s an Investor to Do?
In today’s post, we break down what the changes in the MLP space mean for MLP investors and whether MLP investors should be concerned based on their investment objective. We also discuss the broader...
The Evolution of MLP and Energy Infrastructure Products
Similar to how the MLP space continues to evolve, so does the landscape for MLP and energy infrastructure pooled access products. Today’s post walks through this evolution and provides context for...
Is the US Over-Piped? Part 2 – MLP Pipeline Growth Opportunities
Last week, we discussed re-contracting risk in the context of the broader question of whether the US is over-piped. In today’s post, we look at whether there are still growth opportunities in building...
Is the US Over-Piped? Part 1: MLP Re-Contracting Risk
Investors often ask us if the US is over-piped. The question points to both concerns around re-contracting risk and whether there is still an opportunity for growth through pipeline additions. In...
What Are Crude Spreads and Why Do They Matter to MLPs?
Crude spreads can be very volatile and change on a dime, but persistent crude spreads can create opportunities for MLPs.
What Happened in October: for MLPs, Money Talks and BS Walks
October was all about MLP cash: who increased distributions, who kept them flat, who didn’t increase as much as expected, and through it all, investor expectations mattered more than numbers.