Midstream Malaise: What’s Wrong (and Right) with Midstream?
Although midstream remains defensive, the sector has not been immune to the general malaise in energy. This piece provides an update on what has been plaguing broader energy, what is weighing on...
3Q19 Distribution Recap: MLPs Pull Off the Clean Sweep
Summary // For the first time in over a year, no AMZ or AMZI constituent cut their distribution sequentially. The majority of AMZ and AMZI constituents grew their 3Q19 distributions on a...
First Steps: Introducing ESG Issues in Midstream
Summary // With ESG gaining traction broadly among the investment community, discussions around ESG have also become more prevalent in the midstream space. The growing investor interest in ESG is an...
MLP 2Q19 Distribution Coverage and Payout Ratios Provide Peace of Mind
Is the health of MLP distributions keeping you up at night? Should it be? Today’s post looks at distribution coverage and payout ratios for the 22 constituents of the Alerian MLP Infrastructure Index...
2Q19 MLP Distribution Recap: Trending in the Right Direction
Most AMZ and AMZI constituents grew their 2Q19 distributions sequentially and on a year-over-year basis. A clean quarter from the AMZI overshadowed the impact of a single distribution cut in the AMZ.
The Knock-On Effects of Low Natural Gas Prices for MLPs and Midstream
With natural gas at multi-year lows and producers focused on capital discipline, slowing upstream activity can have implications for midstream growth, particularly for names involved in gas gathering...