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Recent Content By Philip Segal
Energy Infrastructure Channel

Midstream/MLPs See Sustained Free Cash Flow

  • Midstream/MLPs have been generating significant free cash flow (FCF) in recent years, with...
Energy Infrastructure Channel

Midstream/MLP Buybacks Rebounded in 1Q24

  • Six constituents in the broad Alerian Midstream Energy Index (AMNA) spent a combined $1.49...
Energy Infrastructure Channel

1Q24 Midstream/MLP Dividends: Growth Story Intact

  • On a year-over-year basis, nearly 95% of the broad Alerian Midstream Energy Index (AMNA) by...
Energy Infrastructure Channel

U.S. LNG Export Capacity to Rise 80% by 2028

  • Growing liquefied natural gas (LNG) export capacity in recent years has helped the U.S. become...
Energy Infrastructure Channel

Midstream/MLPs: AI Adds to Positive Natural Gas Outlook

  • The recent growth in artificial intelligence (AI) is creating increased demand for data centers,...
Energy Infrastructure Channel

As Hydrogen Picks Up Steam, Midstream Can Help

Summary

  • Hydrogen has long been conceptualized as the energy of the future given its small carbon...
Energy Infrastructure Channel

Midstream Investing in NGLs Amid Record Exports

  • Production of natural gas liquids (NGLs) has grown over the past decade, and strong...
Energy Infrastructure Channel

Permian Gas Fuels Midstream/MLP Investments

  • Under pressure from low prices, overall natural gas production in the US is now expected to...
Energy Infrastructure Channel

2024 EBITDA Guidance: Midstream/MLPs See Growth

  • Generally, midstream companies are forecasting modest EBITDA growth in 2024 consistent with the...
Energy Infrastructure Channel

4Q23 Caps Solid Year for Midstream/MLP Buybacks

  • Six energy infrastructure companies collectively spent $692 million in buybacks in 4Q23,...
Energy Infrastructure Channel

4Q23 Midstream/MLP Dividend Recap: The Growth Continues

  • Midstream/MLPs continue to generate free cash flow and are returning excess cash to investors...
Energy Infrastructure Channel

Midstream Connects US Gas With Growing Mexican Demand

  • Natural gas pipeline exports from the US to Mexico have increased significantly as Mexican...
Energy Infrastructure Channel

Midstream Positions for Ballooning U.S. LNG Exports

Summary

  • U.S. LNG export capacity set to increase by 80% to 24.9 billion cubic feet per day...
Energy Infrastructure Channel

Led by MLPs, Midstream Is Energy Bright Spot in 2023

Summary

  • Midstream/MLPs have outperformed the broader energy sector so far this year as weaker...
Energy Infrastructure Channel

Top 4 Energy Infrastructure Research Themes in 2023

The most-read energy infrastructure research from 2023 tended to include both timely developments...

Energy Infrastructure Channel

Midstream/MLPs Raising the Bar With Lower Leverage

  • Midstream’s improved balance sheets and lower leverage ratios have been one of the benefits of...
Energy Infrastructure Channel

Canadian LNG Projects Advance to Meet Asian Demand

  • The coast of British Columbia is seeing a significant build-out of LNG infrastructure, with four...
Energy Infrastructure Channel

3Q23 Midstream/MLP Buybacks: C-Corps Remain More Active

  • Six constituents in the broad Alerian Midstream Energy Index (AMNA) spent a combined $745...
Energy Infrastructure Channel

3Q23 Midstream Dividend Recap: MLPs Bring the Growth

  • Strong dividend growth trends for energy infrastructure companies continued in 3Q23,...
Energy Infrastructure Channel

Examining Midstream/MLP Dividend Growth by Company

  • Significant free cash flow generation across midstream has helped support dividend growth.
  • ...
Energy Infrastructure Channel

Midstream Sees Strong Free Cash Flow Generation in 2023

  • After years of hefty spending to facilitate tremendous US energy production growth, midstream...
Energy Infrastructure Channel

Midstream Buybacks Grew in 2Q23

  • Nine constituents in the broad Alerian Midstream Energy Index (AMNA) spent a combined $1.1...
Energy Infrastructure Channel

Natural Gas Drives Permian Pipeline Growth

  • As oil production in the Permian has increased, natural gas production has also seen significant...
Energy Infrastructure Channel

Propane Helps Fuel Midstream/MLP Growth

Summary

  • As production of oil and natural gas in the U.S. has grown, so has the production of...
Energy Infrastructure Channel

2022’s Inflation's Silver Lining for Midstream/MLPs

  • Many liquids pipelines adjust their fees each July 1 based on the Federal Energy Regulatory...
Energy Infrastructure Channel

Midstream’s Growing Role in Clean Hydrogen

As the world pursues cleaner energy sources, demand for alternative fuels such as hydrogen will...

Energy Infrastructure Channel

Midstream Growth Outlook: LNG, NGLs, M&A and the IRA

  • The US has become an important global supplier of liquefied natural gas (LNG) and natural gas...
Energy Infrastructure Channel

1Q23 MLP/Midstream Payouts Are Solid as Equities Wobble

  • On a year-over-year basis, over 90% of the broad Alerian Midstream Energy Index (AMNA) by...
Energy Infrastructure Channel

New Lease on Life: Offshore Oil Production & Midstream

  • The Gulf of Mexico is the second-largest oil-producing area in the United States behind Texas...
Energy Infrastructure Channel

The Fastest-Growing Hydrocarbon You Haven't Heard Of

Summary:

  • US demand for ethane, a natural gas liquid used as a feedstock in plastics...
Energy Infrastructure Channel

4Q22 Caps a Strong Year for Midstream/MLP Buybacks

Summary

  • Ten energy infrastructure companies collectively spent over $1.4 billion on buybacks in...
Energy Infrastructure Channel

4Q22 Midstream/MLP Dividends: Growth Continues

Summary

  • Midstream/MLPs are using their free cash flow to increase their dividends and repurchase...
Energy Infrastructure Channel

Exchange 2023 Recap: U.S. Energy at a Crossroads

Summary

  • The oil macro in 2023 will likely be heavily influenced by headlines related to Russian...
Energy Infrastructure Channel

Midstream Primed for More M&A After a Busy 2022?

Summary:

  • The energy infrastructure space was arguably ripe for M&A after the pandemic slowed...
Energy Infrastructure Channel

What Is Next for the US Strategic Petroleum Reserve?

Summary

  • The US Strategic Petroleum Reserve (SPR) was founded in the wake of the 1973-74 oil...