
Crypto Logs: Meet the Metaverse
2022-07-27The word “Metaverse” has been around for years, originating in the 1992 novel Snow Crash.(1)...
Midstream MLPs and Corps: Differences Beyond Tax Treatment
2022-07-25Summary
- Generally, energy infrastructure corporations tend to be larger and have a higher...
Dollar Strength a Contributing Factor in Oil Price Pullback
2022-07-20Much has been written about the strong dollar, which has been bolstered by rising interest rates...
Four Megatrends Underlying Amazon: E-Commerce and More
2022-07-20This year Amazon Prime Day occurred on July 12 and 13 and according to Amazon was the “biggest...
Midstream/MLPs: Free Cash Flow Powerhouse
2022-07-18Summary
- Steady cash flows and a meaningful reduction in growth capital spending plans should...
Crypto Logs: Bitcoin ETFs vs. Index-Based Crypto ETFs
2022-07-13This month, U.S. digital asset investment products saw net inflows, suggesting that some U.S....
Thematic Times: Streaming Not Just a Stay-at-Home Play
2022-07-13The streaming and gaming sector has been rising in popularity as widespread internet access and...
As Energy Stocks Fall, Fundamentals Tell a Different Story
2022-07-11Summary
- Despite volatile equity trading, the fundamentals for many energy companies have not...
Income Opportunities & Playing Defense: MLPs & Utilities
2022-07-06The first half of 2022 has been dreadful for investors with broad equity markets off by more...
US Energy Independence and Global Implications for Energy Security
2022-07-04Summary
- As many countries look to replace Russian energy, the abundance of resources in the US...
Recession Fears Roil Energy: What Investors Should Know
2022-06-27Summary
- The combination of mounting recession fears and some profit taking put significant...
Prepare for the Unfortunate but Inevitable Natural Disaster
2022-06-22Natural disasters have been increasing globally over the past few years—from 2001 to 2020, there...
US LNG Projects Sail Ahead as Long-term Buyers Line Up
2022-06-20Summary
- The strength in LNG markets has spurred a resurgence in long-term offtake agreements,...
Legacy Automakers Charge Ahead of New Entrants in EV Push
2022-06-14It may be surprising to know that there are virtually no new entrant U.S. electric vehicle (EV)...
Midstream/MLP Contracts: Playing the Long Game Wins
2022-06-13Summary
- The length of midstream contracts can vary from a few years to 20+ years, but...
Thematic Times: Secular Shift to Online Shopping Continues
2022-06-08E-commerce growth has been a multi-sector trend for several years—growing alongside...
Overview of the Alerian Energy Infrastructure Index Suite
2022-06-06Not sure which Alerian energy infrastructure benchmark is most relevant for evaluating your...
Income Opportunities with International Equities
2022-06-01Investors, including those seeking income, tend to naturally favor that which is more familiar...
Diversifying Portfolios with Digital Asset Investments
2022-05-30The world is rapidly digitizing, and blockchain technology is playing a critical role in this...
Institutional Adoption of Digital Assets
2022-05-30We see institutional investors gaining exposure to cryptocurrency at a rapid pace of adoption...
1Q22 Midstream Buybacks: Widespread Participation
2022-05-30Summary
- Several companies across the energy infrastructure landscape were active with their...
Crypto Logs: Looking Beyond Bitcoin into Crypto Equities
2022-05-30As Bitcoin has become a widely discussed investment topic, investors are looking for more...
Revisiting Your Energy Exposure? Consider a Tailored Approach
2022-05-23Summary
- For the energy sector, several years of underperformance over the last decade left many...
1Q22 Midstream Dividends and the Outlook for Variable Payouts
2022-05-16Summary
- Midstream dividend trends remained positive for 1Q22 with no cuts across Alerian’s...
Thematic Times: Travel Heats Up This Summer
2022-05-11While January travel metrics were still impacted by the Omicron strain, 1Q22 earnings reports...
Positive Fundamentals Fuel Strong 1Q22 Midstream Earnings
2022-05-09Summary
- Macro tailwinds from higher commodity prices and solid operational execution...
Income Investments Outperforming Broad Equities as Rates Rise
2022-05-04With both bonds and equities off to a dismal start to the year and a growing chorus discussing...
Midstream and Natural Gas: More Growth in the Pipeline
2022-05-02Summary
- While recent, counter-seasonal price spikes have made headlines, the long-term...
Crypto Logs: Crypto Goes from Meme to Mainstream
2022-05-01Much like both the broader equity market and Bitcoin (BTC) prices, YTD performance for crypto...
Strong NGL Outlook Drives Growth Opportunities for Midstream
2022-04-25Summary
- NGLs have multiple end-uses, which impact our economy and everyday lives. A...
LANDX Provides Solid Ground for Future of Disruptive Tech
2022-04-25High growth tech stocks aren’t the only beneficiaries of the digital transformation. While real...
MLP ETFs and Finding the Right Fit for Your Portfolio Goals
2022-04-18Summary
- A mutual fund, ETF, or closed-end fund that owns more than 25% MLPs will be taxed as a...
Gold Miners: The Free Cash Flow Rush
2022-04-13With U.S. inflation rising to record highs and geopolitical unrest causing volatility in the...
ET Fireside Chat Highlights LNG, Natural Gas Opportunities
2022-04-11Summary
- Energy Transfer (ET) has a diversified and integrated asset base across hydrocarbons...
Income Opportunities: Midstream Dividends Trending in the Right Direction
2022-04-06One of the key themes for the midstream and MLP space in 2022 has been the meaningful return of...
IDOGX: An International Breed with Higher Yield
2022-04-06While international equities can often be overlooked by U.S. investors, an international...
Midstream Leveraging Current Assets in the Energy Transition
2022-04-04Summary
- Midstream companies can use their existing assets and expertise to participate in...
Natural Resources: Rich with Inflation-Hedging Properties
2022-03-28Summary
- While stronger demand has fueled a sustained commodity price rally since the doldrums...
Crypto Logs: Geopolitics and Digital Assets
2022-03-23During the past few weeks, domestic and global events have brought further attention to...
MLPs Leading the Way for Midstream Buybacks in 4Q21
2022-03-21Summary
- During the fourth quarter, energy infrastructure companies repurchased $650 million of...
4Q21 Midstream Dividends: Goodbye Cuts and Hello Growth
2022-03-14Summary
- For the second consecutive quarter, there were no dividend cuts across Alerian’s...
Streaming and Gaming: Playing the Digital Transformation
2022-03-09COVID-19 lockdowns not only sped the digitalization of media entertainment, but they also...
What Russia’s Invasion Could Mean for the US Energy Landscape
2022-03-06Summary
- Triple-digit oil prices and inflation concerns have supported strong performance and a...
HESM Fireside Chat Highlights Built-In Stability and Growth
2022-02-28Summary
- Hess Midstream (HESM) is a fee-based, gathering and processing company with natural...
Midstream/MLP M&A Update: Parent Buy-Ins and PE Exits
2022-02-21Summary
- The consolidation of MLPs by their parents or significant owners has been a multi-year...
Investing in Electric Vehicles: What the FUTURE Could Bring
2022-02-21Not long ago, electric vehicles (EVs) seemed like a concept of the far future. But trends...
Inflation Worries? Not for Midstream/MLPs
2022-02-14Summary
- Midstream/MLPs are well-positioned for the current inflationary environment thanks to...
Survey: How Advisors View MLPs, ESG & the Energy Transition
2022-02-07Summary
- A recent survey of over 600 financial advisors shows MLPs are known for their income,...
Midstream/MLPs Key to US LNG Export Growth
2022-01-31Summary
- The US is expected to take the top spot for LNG export capacity globally this year,...
Three Reasons to Consider Midstream/MLPs
2022-01-24In addition to generous income, the midstream/MLP space provides real asset exposure in an...
Midstream/MLPs Resilient in Periods of Rising Rates
2022-01-17Summary
- Multiple factors likely mitigate the potential negative impact of rising rates on...
Holiday Travel Metrics Suggest 2022 Won’t Be 2020, Too
2022-01-12After a busy air travel season this Thanksgiving, the Christmas travel season was expected to...
Constructive Outlook for 2022 Midstream/MLP Dividends
2022-01-10Summary
- The potential for more dividend increases is improving as 2022 is setting up to be...
2022 Midstream/MLP Outlook: Tailwinds Intact
2022-01-03Summary
- Free cash flow generation and the related potential for buybacks are likely to remain...
MLPs, UBTI, ETFs, and IRAs: What You Need to Know
2021-12-12Summary
- Unrelated Business Taxable Income (UBTI) is the income that can trigger Unrelated...
Why Midstream Investors Should Look Past Oil Volatility
2021-12-05Summary
- Despite the significant pullback in oil prices lately and uncertainty posed by the...
A Healthy Dose of Good News for SMID-Cap Biotech Indexes
2021-12-04Summary
- The biotechnology sector largely underperformed the broader market this year,...
Midstream/MLPs: Buybacks Accelerated in 3Q21
2021-11-28Strong free cash flow generation has made the mainstream adoption of buyback programs possible...
EPD Fireside Chat: Asset Base and Track Record Differentiate
2021-11-21Summary
- The volatility of 2020 highlighted the advantages of EPD’s integrated asset base, which...
Midstream Pulling Multiple Levers to Reduce Emissions
2021-11-14Summary
- For midstream operators, managing energy consumption and modernizing assets present...
3Q21 Midstream Dividends: No Cuts, Growth Profile Improving
2021-11-07Summary
- With no dividend cuts this quarter and some companies resuming growth for the first...
Robust Free Cash Flow Generation Sets Midstream Apart
2021-10-31Summary
- For midstream, the combination of steady cash flows backed by long-term contracts and a...
Four Megatrends Elevating the Commercial Space Industry
2021-10-24Summary
- Megatrends like Internet of Things (IoT), the Amazon Effect, Uberization of the service...
US Production Outlook: Modest Growth Could Be Just Right
2021-10-24Summary
- Public producers have been committed to capital discipline and limiting growth, which...
Midstream Partnering for a Cleaner Tomorrow
2021-10-17Summary
- Midstream’s operational capabilities and existing infrastructure network can be...
A Lesson on Leverage in Municipal Bond Closed-End Funds
2021-10-11Summary
- Interest in municipal closed-end funds (CEFs) vs. municipal bonds often stems from...
PAA/PAGP Fireside Chat: Capital Allocation, Permian in Focus
2021-10-04Summary
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The midstream business model has transitioned from capital-intensive growth mode to...
Getting the Most Value Out of Value Indexes
2021-09-29Summary
- While preference for growth or value investing can depend on factors like the economic...
Choosing a Fixed Income Allocation with Portfolio Optimization
2021-09-28With inflation debated daily among investment professionals and media reporters, it is virtually...
Midstream/MLP Buyback Update
2021-09-27Summary
- Given significant free cash flow generation, several midstream companies have announced...
Midstream and Oil Correlations: Is Frustration Warranted?
2021-09-20Summary
- The perception of many investors is that midstream has a heightened correlation with...
Positioning for a Potential Market Correction
2021-09-19Market strategists at several institutions have started to strike a more cautious note on the ...
Natural Gas: Short- and Long-Term Benefits for Midstream
2021-09-13Summary
- Natural gas prices have steadily increased since April, reaching a seven-year high of...
Gasoline Prices and How Midstream Helps Fill Your Tank
2021-09-06Summary
- A number of factors contribute to the gasoline price posted at your local corner store,...
Midstream/MLPs: Summer Sell-Off Feels Overdone
2021-08-30Summary
- Energy equities retreated from their relative highs in June as the Delta variant...
Midstream/MLPs: Well-Positioned for Inflation
2021-08-23Summary
- While the delta variant has stalled the global reopening, expectations for rising...
Investing in the Digital Transformation: Accessing Blockchain and Crypto Through Equity Investments and More
2021-08-23Summary:
- Bitcoin—and the subsequent cryptocurrency and blockchain market—was fueled by a strong...
Tailwinds and Supportive Policy Reassure Midstream Outlook
2021-08-16Summary
- Led by G&Ps and natural gas pipeline operators, midstream names delivered strong...
2Q21 Midstream/MLP Dividend Recap: Steady Headway
2021-08-09Summary
- For the Alerian Midstream Energy Index (AMNA) a broad midstream composite index...
Insights at a Glance: July 2Q21 Quick Earnings Recap
2021-08-02Summary:
- With only about a quarter of the Midstream/MLP universe reporting 2Q21 earnings so...
Insights at a Glance: Midstream/MLP Valuation Update
2021-07-26With earnings season in full gear and broad equity markets reaching record levels, we revisit...
Midstream/MLPs: Cutting Through the Noise
2021-07-19Summary
- Fee-based businesses and contract protections equip the midstream space to better...
Midstream/MLPs: The Unsung ESG Push
2021-07-05Summary
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The constituents of theAlerian Midstream Energy Select Index(AMEI), which include...
US Energy Independence: On the Home Stretch
2021-06-28Summary
- After 2020 marked the first time the US exported more petroleum than it imported on an...
Midstream/MLPs Reap Benefits from Selective Divestures
2021-06-14Summary
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The Midstream/MLP space is leveraging a favorable energy environment to selectively...
Midstream Income Opportunities: Dividends Resilient Throughout Recent Quarters
2021-06-02Insights at a Glance: Midstream/MLP Buyback Update
2021-05-31Since proliferating the midstream/MLP space in the second half of 2020, buyback programs have...
2021 Energy Infrastructure Council Conference Recap: Talking energy transition and more
2021-05-24Summary
- While renewable energy capacity is expected to grow significantly in the coming...
Weather, Improving Macro Drive Strong 1Q21 for Midstream
2021-05-17Summary
- Midstream 1Q21 results were largely strong, with winter storm impacts driving some rare...
1Q21 MLP/Midstream Dividend Recap: Stability Intact
2021-05-10Summary //
- For the Alerian Midstream Energy Index(AMNA) a broad midstream composite index...
Midstream/MLPs: 2020 Cost Discipline Has Benefits Into 2021
2021-04-26Summary
- Cost management and asset optimization helped partially offset macro headwinds in 2020,...
Could Private Equity Activity in Midstream Pick Up in 2021?
2021-04-12Summary
- Private equity activity in midstream has served as a catalyst for the space in the...
2021 Midstream Guidance Reassures; Upward Revisions Possible
2021-03-29Summary //
- In general, 2021 financial guidance and recent results reflect the overall stability...
Insights at a Glance: Midstream/MLP Buyback Update
2021-03-22One of the potential tailwinds for midstream in 2021 relative to past recoveries is the...
Oil, Energy Stocks, & Why Midstream/MLPs Could Rise Further
2021-03-08Summary
- Oil prices have likely recovered more quickly than anticipated thanks to the...
4Q20 Midstream/MLP Dividend Recap: Steady Improvement Continues
2021-03-01Summary
- With only a single cut and a few additional names growing their dividends, the overall...
Can Midstream/MLPs Be a Green Investment?
2021-02-15Summary //
- Many probably underappreciate the role that traditional oil and gas companies have...
US LNG Exporters Taking Advantage of Improved Fundamentals
2021-02-01Summary
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In January, a polar vortex in Asia and Europe drove LNG prices to record highs as...
Midstream/MLP Perspectives on Keystone XL, Federal Lands
2021-01-27Summary //
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As President Biden took office, the reflation trade that had boosted energy broadly...
Podcast: 2021 Midstream/MLP Update and Outlook
2021-01-25Alerian’s Director of Research Stacey Morris was recently featured on SS&C ALPS...
Could Electric Vehicles Help Drive Your Portfolio in 2021?
2021-01-18Summary //
- Even with total US auto sales declining in 2020, several electric vehicle companies...
What’s Working for Midstream/MLPs, and Can It Continue?
2021-01-18Summary //
- Recent commodity price improvement has not been limited to oil as liquefied natural...
Where Can Investors Find Income in 2021?
2021-01-11Summary
- Low interest rates for much of the last ten years have made it much tougher for...
Examining 2021 Midstream Guidance for EBITDA and Dividends
2021-01-11Summary //
- The impact of the pandemic varied by midstream business line, geography, company...
2021 Midstream Outlook
2021-01-04After macro headwinds dominated 2020, could company-level improvements and a macro recovery...
2021 is Finally Here, but Is Your Portfolio Ready?
2021-01-04With the calendar turning to 2021 (finally), many investors are dusting off their crystal balls...
Midstream/MLPs: Leverage Reductions Paying Off in 2020
2020-12-21Summary
- The average leverage ratio for the AMZI dropped from 4.35x in 2016 to 4.03x in 3Q20 and...
Insights at a Glance: Summarizing Midstream’s Merits with AMNA
2020-12-14In a year of significant macro headwinds, midstream has stood apart from the rest of energy for...
Can Midstream/MLPs’ November Momentum Carry Into 2021?
2020-12-07Summary //
- In the midst of a challenging year, the improvement in midstream equities in...
Alternative Energy: Key Themes, Trends, and Investment Considerations
2020-11-23The global energy landscape has changed dramatically over the last decade, primarily as a...
3Q20 MLP/Midstream Dividends: Steady With a Few Cuts
2020-11-16Summary //
- Out of the 39 dividend-paying constituents in Alerian’s broadest midstream index,...
Midstream & MLPs: Bring on the Buybacks
2020-11-09Summary //
- With double-digit yields common across midstream, payouts feel largely...
Midstream/MLP Earnings So Far: M&A, Dividends, Buyback & ESG
2020-11-02Summary //
- Midstream companies have largely been positive on upstream consolidations as the...
Index Highlight: Momentum for Alternative Energy Supersedes Election Results
2020-10-20Alerian’s indexing capabilities expanded tremendously through the transformational... |
Can Falling US Production Benefit Midstream/MLP Equities?
2020-10-12Summary //
- On the surface, declining production would seem negative for midstream/MLPs, but...
The Case for Investing in Real Assets
2020-10-05Real assets offer unique benefits within a portfolio that set them apart from traditional...
Down But Not Out: What’s Next for US Energy Production?
2020-10-05Summary
- US oil production likely saw its relative low in May, but current prices are not high...
S-Network Global Indexes Named Best Index Provider for Equity ETFs by ETF Express
2020-10-01Midstream/MLPs Revamped: Income and Total Return
2020-09-30Summary
- In contrast to the prior midstream business model that emphasized a grow-at-all-costs...
Examining the Active vs. Passive Debate for Midstream
2020-09-29Midstream investing has come a long way since the first MLP closed-end fund was introduced in...
As Energy Pursues Free Cash Flow, Midstream/MLPs Stand Out
2020-09-28Summary //
- While energy companies across the sector are pounding the table on free cash flow,...
Examining the Active vs. Passive Debate for Midstream
2020-09-09Summary
- Passive exchange-traded products seek to replicate the performance of their underlying...
2020 Midstream Summer Update Video
2020-08-24Thus far in 2020, the equity price performance and elevated yields for midstream and MLPs...
Assessing the Threat of the Energy Transition for Oil and Gas
2020-08-03The buzz around renewables and electric vehicles has only increased in recent months with the...
AMNA: The Benchmark Index for North American Midstream
2020-07-20Several years ago, Master Limited Partnerships (MLPs) dominated the midstream universe, making...
2020 Midstream Mid-Year Update
2020-05-04Examining Midstream C-Corp Dividends as Yields Rival Historical MLP Yields
2020-04-21Down(grade) but Not Out: What Recent Credit Rating Updates Mean for Midstream
2020-04-20Examining Past MLP Sell-Offs and Recoveries
2020-04-13MLP/Midstream Guidance Updates: Some Stand Firm, Others Cut with a Focus on Flexibility
2020-04-12EIA Petroleum Update Takeaways: Demand Dropping, Inventories Rising, Diesel Resilient
2020-04-08Insights at a Glance: Market Sell-Off Turns Midstream Market Caps Upside Down
2020-04-06Insights at a Glance: Framing Current MLP and Midstream Valuations Against History and Past Downturns
2020-04-05Insights at a Glance: Haves and Have-Nots – Profiling Recent MLP Distribution Announcements
2020-04-01Insights at a Glance: Midstream Making the Most of Minimum Volume Commitments
2020-03-31Insights at a Glance: Is Rising Demand for Crude Storage a Silver Lining for MLPs and Midstream?
2020-03-29Insights at a Glance: Updating MLP Yield Scenario Analysis and Midstream Insider Buying
2020-03-25MLP Consolidation and Conversion Update: Structure Questions Likely to Subside for Now
2020-03-24Insights at a Glance: A Review of MLP Distributions During the Financial Crisis
2020-03-22Insights at a Glance: Highlighting MLP/Midstream's Fee-Based Exposure in Today's Tough Tape
2020-03-19Insights at a Glance: Midstream Updates Point to More Stability Than Price Action Implies
2020-03-18Insights at a Glance: Robust Midstream Insider Buying Amid Market Volatility
2020-03-17Midstream MLPs: Examining AMZI Constituent Debt Profiles and Index Yield Scenario Analyses
2020-03-16Addressing MLP Investor Questions as Oil Falls: Distributions, Leverage, and Counterparty Risk
2020-03-09An Introduction to Alerian's Midstream Dividend Indexes
2020-03-034Q19 Midstream Distribution Coverage and Payout Ratios: Comfort Amid Macro Headwinds
2020-03-02An Introduction to Alerian's Midstream Dividend Indexes
2020-03-02The Alerian Midstream Energy Dividend Index (AEDW) and the Alerian MLP Infrastructure Dividend...
Permian Update: New Pipelines Loosen Constraints and Tighten Differentials
2020-02-10State of Midstream: Where are MLPs/Midstream Today, and What Could Lie Ahead?
2020-02-03Look Down(stream): What Midstream Can Learn from Refiners about Free Cash Flow and More
2020-01-20Midstream’s 2020 Resolutions: Less Spending with a View Toward Free Cash Flow
2020-01-132020 Midstream Outlook
2020-01-06How will midstream fare in the new decade? Watch our three-minute 2020 Midstream Outlook...
Political Risk Rising: 2020 Presidential Candidates, Fracking, and Federal Lands
2019-12-09First Steps: Introducing ESG Issues in Midstream
2019-10-28Environment, social, and governance factors, or ESG, comprise the criteria used by investors in...
2019 Energy Infrastructure Council Conference Recap: Talking Energy Policy, Trade, and More
2019-09-30Take Me Away: What New Permian Pipeline Capacity Means for Crude Prices and Exports
2019-09-232019 Midstream Summer Recap Video
2019-09-10With the dog days of summer coming to a close, what should midstream and MLP investors know...
TGE: Take-Private Bid Highlights Continued Private Equity Interest in Midstream
2019-08-27The Case for Energy Infrastructure in Your Portfolio
2019-08-05Pipelines are widely considered the cornerstone of energy infrastructure. Because revenues are...
MLP Consolidation Part 2: Ch-ch-ch-ch-changes in Midstream and Investor Implications
2019-07-222019 Midstream Mid-Year Update Video
2019-05-27In this mid-year video update, we recap midstream’s strong start to 2019 and discuss what...
MLP and Energy Infrastructure Conference 2019: M&A, Attracting Generalists, and More
2019-05-20Kelcy Warren on the Opportunistic Transactions, Work Ethic, and Ambitious Culture That Formed Energy Transfer
2019-05-13Why Yesteryear's Valuation Metrics Aren't Sufficient for Today's MLP
2019-04-17The MLP space has changed significantly in recent years with consolidations, distribution cuts,...
When Winning Isn't Everything: Midstream Project Returns and Why They Matter More
2019-04-08Bobby Tudor on Attracting and Retaining Talent, Weathering the Cyclicality of the Energy Business, and Combining with Per
2019-04-03Oil Prices: The Bull Case, the Bear Case, and Wildcards That Could Throw Off Everything
2019-04-01Dave King on the Importance of Client, Historical, and Opposing Perspectives in Starting and Running a Business
2019-03-19Dave Schulte on Launching the First MLP CEF, Private Midstream BDC, and Energy Infrastructure REIT
2019-03-12US LNG Exports: The Who, What, Where of Projects and Why China Relations Matter
2019-03-11Dan Tutcher on Learning from the Hard Times, Differentiating from the Competition, Finding Opportunity in Deregulation
2019-03-05Jon Ackerman on Improving the Energy Sector's Messaging, Partnering with the Right Private Equity Sponsor, and Building G
2019-02-28Barry Davis on Starting with Why, Casting a Compelling Vision, and Planning for Succession from Day One
2019-02-20Bob Phillips on Responding to a Lower for Longer Environment with Project Adapt, Building a Wellhead to Burner Tip Busine
2019-02-12David Dehaemers on the Origin Stories of Kinder Morgan and Tallgrass Energy
2019-02-07US Oil Production Growth May Be Slowing, but Should MLP/Midstream Investors Worry?
2019-02-04Natural Gas Prices Go on a Wild Sleigh Ride but Production Up and to the Right
2018-12-26Tim Fenn, Part 2: Banker Shout-Outs, the Evolving Houston Legal Scene, and Public Speaking
2018-11-15Revisiting MLP Performance as Interest Rates Rise
2018-11-13Rob Baldwin on Succeeding an Industry Legend, Caring About End Client Outcomes, and Championing Analytics and Transparenc
2018-11-07Yves Siegel on Being a Good Judge of Character, Making Long-Term Investment Decisions, and Taking Ownership at Work
2018-10-31Colorado’s Proposition 112: What is it, and Why do Midstream Investors Care?
2018-10-29Mike Rosenwasser on What Saved MLPs During 1980s Tax Reform, Career Advice for Young Attorneys, and the Business of Law
2018-10-25Pat Diamond on Stoking the Entrepreneurial Fire, Recognizing the Opportunity Downstream, and Supporting Veterans
2018-10-17Andy Safran on Dodging the Enron Bullet, Taking the Boston Celtics Public, and Transitioning from the State Department to
2018-10-10Greg Armstrong on Servant Leadership, Marriage Advice, and Post-Retirement Plans
2018-10-03With the US Exporting 20% of its Oil Production, What Midstream Companies Could Benefit?
2018-09-10Alerian Explains It All: C Corps, MLPs, and the Midstream Indices That Contain Them
2018-08-13US LNG Export Growth and the Benefits to Midstream
2018-07-26US LNG Exports Part 1: Capacity Jumping in 2019, but Will There Be Enough?
2018-07-09MLP and Energy Infrastructure Conference Recap: Dissecting the Disconnect with Fundamentals
2018-05-28Mailbag: FERC, Reorgs, and Catalysts -- Three Popular MLP Questions with Three Simple Answers
2018-04-18Storage Oil Backwardation and Implications for MLPs
2018-04-11While oil storage assets play an important role in the energy value chain, they are not often...
The Evolution of MLP and Energy Infrastructure Products
2018-03-11Since 2004, when the first MLP closed-end fund launched, there have been 112 MLP products...
Monthly Mailbag: Do Lower Corporate Income Taxes Mean Lower Pipeline Rates?
2018-02-21Crude Correlations and MLPs – The Biggest Frustration of 2017
2017-12-20Why have MLPs exhibited a higher correlation with WTI as oil fell and a lower correlation with...
Notable Cuts Raise Concern, But Most MLPs Maintained or Grew Distributions in 3Q 2017
2017-11-26Higher Than Expected GORs In the Permian Mean MLP Infrastructure Opportunities
2017-09-24The More Things Change, the More They Stay the Same: Examining the MLP Yield to Treasuries Spread
2017-07-11What Lies Above: Why Canadian Energy Infrastructure Could Make Sense for Your Portfolio
2017-07-02Waiting on a Quorum: Why New Natural Gas Pipeline Projects Aren’t Getting Approved
2017-06-12The SCOOP and STACK Are Heating Up With Positive Implications for Midstream MLPs
2017-03-28Despite Trump’s Freeze, Regulations for MLP Qualifying Income Are Finalized
2017-01-29What Happened in October: 3 Challenges for Dropdown MLPs and 3 Ways Their Parent Companies are Helping
2016-11-15Not All MLP Assets Are Toll Road-Esque: Understanding Gas Processing With Cap’n Crunch
2016-10-17Why MLPs Aren’t a Dying Breed and Why More Regulation Boosts The Value of Existing Pipelines
2016-09-29The Dakota Access Pipeline: Desperately Needed or Devastatingly Destructive?
2016-09-13Worried About Missing the MLP Recovery Boat? Small Caps Still Have Furthest to Go
2016-06-09Size Matters: Defining and Comparing Small-, Mid-, and Large-cap MLPs
2016-05-31They say that everything is bigger down here in Texas but is bigger really better? What does...
Is There a Difference in the Permitting Process for Oil Pipelines Versus Natural Gas Pipelines?
2016-05-08Distribution Growth Reveals that MLPs are Becoming a Mature, Not Emerging, Asset Class
2016-05-04What Are Some Alternative Capitalization Strategies MLPs Can Employ in This Environment?
2016-03-13The Shortcomings of MLP Valuation Shortcuts (and the Work Necessary to Find Real Value)
2016-03-09If a Producer Goes Into Bankruptcy, How Will That Affect Midstream Contracts?
2016-02-04What Are Some Examples of Alternative Financing Options Available to MLPs?
2016-01-26Why Is the FERC Index Methodology Changing from PPI + 2.65% to PPI + 1.23%?
2015-12-22MPLX/MWE Merger Vote Post-Mortem: The 20% That Won’t Be Giving Thanks This Holiday Season
2015-12-01What Happened in October: Winter Is Coming but the Cold Never Bothered Me Anyway
2015-11-05General Partners, Part 3: When Crude Gets Bad, Does Being In the High Splits Make It Worse?
2015-10-15Free Pass to the Platts Oil and Gas Acquisition and Divestiture Outlook Conference
2015-10-14Monday Mailbag: Why Gathering and Processing MLPs Might Be Sensitive to Commodity Prices
2015-10-14Alerian Rebalancings: What Happens After the One-Day Alerian Inclusion Effect?
2015-09-22Monday Mailbag: What Happens to MLPs if the Crude Oil Export Ban Is Lifted?
2015-09-07What Happened in August: Easy MLP Money; Easy MLP Losses. Forget It, Let’s Go on Vacation.
2015-09-02General Partners, Part 2: Why Cash Flows and Distributions Don’t Grow in Lockstep
2015-07-22Cypress Analyst Day: Providing Midstream Services to the Midstream Providers
2015-07-08Research Spotlight: MLPs Making the Grade, Part 2: Credit Ratings as MLP Report Cards
2015-07-01Plains All American (PAA, PAGP): The Signal to Noise Ratio Depends on Where You’re Standing
2015-06-14Not All MLPs Are Created Equal: Introducing an Interactive Energy Value Chain
2015-06-09Cheniere Analyst Day: The Final Chapters in This Speculative Story with the Sequel Not Far Away
2015-06-01Taking the Passive Versus Active Debate to MLPs
2015-06-01How do you choose between over 85 publicly traded MLP access products? The first step is to...
How do MLPs Respond in Rising Interest Rate Environments?
2015-05-31With interest rates at historic lows and interest rate fears at historic highs, this piece...
When Is a Utility Not a Utility? A Review of the Recent Sempra Analyst Day
2015-05-20Just Happened: Analyst Day Catch-Up, Canadian Edition (GEI, IPL, TransCanada)
2015-02-01Monday Mailbag: Commodity Prices, Hostile Alien Invasions, and Other MLP Investing Fears
2015-01-25Alerian Featured: ETF Report – The Die-Hard Appeal of MLPs with Kenny Feng
2014-12-16Just Happened: Deloitte National PTP Conference – Take Me Out to the Ballgame
2014-09-242021 Midstream Outlook
1969-12-30Thus far in 2020, the equity price performance and elevated yields for midstream and MLPs...