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

• Six constituents in the broad Alerian Midstream Energy Index (AMNA) spent a combined $740...

• On a year-over-year basis, more than 80% of the Alerian Midstream Energy Index (AMNA) by...

• The natural gas liquid (NGL) value chain represents multiple touchpoints for midstream,...

• DeepSeek news weighed on midstream names that have discussed supplying data centers, as the...

• Continued growth in Permian natural gas production will require incremental takeaway, with a few...

• In 2024, M&A activity in the energy infrastructure space was concentrated in the Permian...

• Six constituents in the broad Alerian Midstream Energy Index (AMNA) spent a combined $650...

• On a year-over-year basis, more than 95% of the Alerian Midstream Energy Index (AMNA) by...

Midstream spinoffs from producer, utility, or refiner parents were common in the past, though the...

• Midstream/MLPs have seen strong performance this year. The Alerian MLP Infrastructure Index...

Higher interest rates since 2022 have made it easier to find yield. However, as the Fed recently...

• The US became the world’s largest exporter of LNG in 2023, and export capacity is set to...

• Pipelines represent significant undertakings, and firm customer commitments are needed before...

• Five constituents in the broad Alerian Midstream Energy Index (AMNA) spent a combined $1.02...

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

• Midstream is generally a small component of overall energy sector greenhouse gas (GHG) emissions...

• The U.S. has been energy independent since 2019, when it became a net energy exporter for the...

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

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

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

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

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

Summary

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

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

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

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

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

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

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

Summary

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

Summary

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

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

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

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

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

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

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

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

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

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

Summary

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

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

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

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

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

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

Summary:

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

Summary

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

Summary

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

Summary

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

Summary:

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

Summary

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