Canada: Not Enough Pipelines, but a Lot to Like for Midstream Investing
Production cuts, government-owned pipeline projects, and wide swings in crude differentials are some of the oil story lines in Canada that we explore in today’s post. Despite macro noise, Canadian...
MLP Consolidation Part 2: Ch-ch-ch-ch-changes in Midstream and Investor Implications
Having discussed MLP consolidations at the company level last week, this week’s piece provides a broader view of the midstream universe. Should the changes in the investment landscape impact your...
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...
Bye, Bye, Bye (MLPs) Revisited: MLP Consolidation Entering Late Innings
Since we last discussed MLP consolidation, significant headway has been made in terms of transaction announcements. We provide an update to the three parts of our series from this summer – who’s...
Dropdown MLPs: Time to Double (Drop)Down or Fold (In)?
The challenged MLP equity market and the planned consolidation of some dropdown MLPs has called into question the viability of the dropdown model. Do dropdown MLPs still work? Could other dropdown...
Thinking about Investing in Canadian Midstream, eh?
Canadian energy infrastructure corporations are a natural extension for inclusion in energy infrastructure products, but how do their yields and performance compare? What about currency impacts?...