ETFdb Logo
ETFdb Logo
  • ETF Database
  • Channels
    • Active ETF
    • Alternatives
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Disruptive Technology
    • Dividend
    • Dual Impact
    • Emerging Markets
    • Energy Infrastructure
    • ESG
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Fixed Income
    • Free Cash Flow
    • Future ETFs
    • Global Diversification
    • Gold/Silver/Critical Minerals
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Market Insights
    • Megatrends
    • Modern Alpha
    • Multi-Asset
    • Night Effect
    • Portfolio Strategies
    • Retirement Income
    • Richard Bernstein Advisors
    • Tax Efficient Income
    • Thematic Investing
    • Volatility Resource
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
    • ETF Data for Journalists
    • ETF Nerds
  • Research
    • First Bitcoin ETF
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF Trends on Videos
    • ETF Trends on Podcasts
    • ETF Prime Podcast
  • Company
    • About Us
    • Swag Store
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. Index Insights
Share

Index Insights

Dec 21, 2022
2022-12-21
Index Insights

Crypto Logs: Meet the Metaverse

Roxanna Islam, CFA, CAIAJul 27, 2022
2022-07-27

The word “Metaverse” has been around for years, originating in the 1992 novel Snow Crash.(1)...

Index Insights

Midstream MLPs and Corps: Differences Beyond Tax Treatment

Stacey Morris, CFAJul 25, 2022
2022-07-25

Summary

  • Generally, energy infrastructure corporations tend to be larger and have a higher...
Index Insights

Dollar Strength a Contributing Factor in Oil Price Pullback

Stacey Morris, CFAJul 20, 2022
2022-07-20

Much has been written about the strong dollar, which has been bolstered by rising interest rates...

Index Insights

Four Megatrends Underlying Amazon: E-Commerce and More

Roxanna Islam, CFA, CAIAJul 20, 2022
2022-07-20

This year Amazon Prime Day occurred on July 12 and 13 and according to Amazon was the “biggest...

Index Insights

Midstream/MLPs: Free Cash Flow Powerhouse

Stacey Morris, CFAJul 18, 2022
2022-07-18

Summary

  • Steady cash flows and a meaningful reduction in growth capital spending plans should...
Index Insights

Crypto Logs: Bitcoin ETFs vs. Index-Based Crypto ETFs

Roxanna Islam, CFA, CAIAJul 13, 2022
2022-07-13

This month, U.S. digital asset investment products saw net inflows, suggesting that some U.S....

Index Insights

Thematic Times: Streaming Not Just a Stay-at-Home Play

Roxanna Islam, CFA, CAIAJul 13, 2022
2022-07-13

The streaming and gaming sector has been rising in popularity as widespread internet access and...

Index Insights

As Energy Stocks Fall, Fundamentals Tell a Different Story

Stacey Morris, CFAJul 11, 2022
2022-07-11

Summary

  • Despite volatile equity trading, the fundamentals for many energy companies have not...
Index Insights

Income Opportunities & Playing Defense: MLPs & Utilities

Stacey Morris, CFAJul 06, 2022
2022-07-06

The first half of 2022 has been dreadful for investors with broad equity markets off by more...

Index Insights

US Energy Independence and Global Implications for Energy Security

Stacey Morris, CFAJul 04, 2022
2022-07-04

Summary

  • As many countries look to replace Russian energy, the abundance of resources in the US...
Index Insights

Recession Fears Roil Energy: What Investors Should Know

Stacey Morris, CFAJun 27, 2022
2022-06-27

Summary

  • The combination of mounting recession fears and some profit taking put significant...
Index Insights

Prepare for the Unfortunate but Inevitable Natural Disaster

Roxanna Islam, CFA, CAIAJun 22, 2022
2022-06-22

Natural disasters have been increasing globally over the past few years—from 2001 to 2020, there...

Index Insights

US LNG Projects Sail Ahead as Long-term Buyers Line Up

Mauricio SamaniegoJun 20, 2022
2022-06-20

Summary

  • The strength in LNG markets has spurred a resurgence in long-term offtake agreements,...
Index Insights

Legacy Automakers Charge Ahead of New Entrants in EV Push

Roxanna Islam, CFA, CAIAJun 14, 2022
2022-06-14

It may be surprising to know that there are virtually no new entrant U.S. electric vehicle (EV)...

Index Insights

Midstream/MLP Contracts: Playing the Long Game Wins

Stacey Morris, CFAJun 13, 2022
2022-06-13

Summary

  • The length of midstream contracts can vary from a few years to 20+ years, but...
Index Insights

Thematic Times: Secular Shift to Online Shopping Continues

Roxanna Islam, CFA, CAIAJun 08, 2022
2022-06-08

E-commerce growth has been a multi-sector trend for several years—growing alongside...

Index Insights

Overview of the Alerian Energy Infrastructure Index Suite

Special to VettaFiJun 06, 2022
2022-06-06

Not sure which Alerian energy infrastructure benchmark is most relevant for evaluating your...

Index Insights

Income Opportunities with International Equities

Stacey Morris, CFAJun 01, 2022
2022-06-01

Investors, including those seeking income, tend to naturally favor that which is more familiar...

Index Insights

Diversifying Portfolios with Digital Asset Investments

Special to VettaFiMay 30, 2022
2022-05-30

The world is rapidly digitizing, and blockchain technology is playing a critical role in this...

Index Insights

Institutional Adoption of Digital Assets

Special to VettaFiMay 30, 2022
2022-05-30

We see institutional investors gaining exposure to cryptocurrency at a rapid pace of adoption...

Index Insights

1Q22 Midstream Buybacks: Widespread Participation

Stacey Morris, CFAMay 30, 2022
2022-05-30

Summary

  • Several companies across the energy infrastructure landscape were active with their...
Index Insights

Crypto Logs: Looking Beyond Bitcoin into Crypto Equities

Roxanna Islam, CFA, CAIAMay 30, 2022
2022-05-30

As Bitcoin has become a widely discussed investment topic, investors are looking for more...

Index Insights

Revisiting Your Energy Exposure? Consider a Tailored Approach

Stacey Morris, CFAMay 23, 2022
2022-05-23

Summary

  • For the energy sector, several years of underperformance over the last decade left many...
Index Insights

1Q22 Midstream Dividends and the Outlook for Variable Payouts

Stacey Morris, CFAMay 16, 2022
2022-05-16

Summary

  • Midstream dividend trends remained positive for 1Q22 with no cuts across Alerian’s...
Index Insights

Thematic Times: Travel Heats Up This Summer

Roxanna Islam, CFA, CAIAMay 11, 2022
2022-05-11

While January travel metrics were still impacted by the Omicron strain, 1Q22 earnings reports...

Index Insights

Positive Fundamentals Fuel Strong 1Q22 Midstream Earnings

Stacey Morris, CFAMay 09, 2022
2022-05-09

Summary

  • Macro tailwinds from higher commodity prices and solid operational execution...
Index Insights

Income Investments Outperforming Broad Equities as Rates Rise

Stacey Morris, CFAMay 04, 2022
2022-05-04

With both bonds and equities off to a dismal start to the year and a growing chorus discussing...

Index Insights

Midstream and Natural Gas: More Growth in the Pipeline

Stacey Morris, CFAMay 02, 2022
2022-05-02

Summary

  • While recent, counter-seasonal price spikes have made headlines, the long-term...
Index Insights

Crypto Logs: Crypto Goes from Meme to Mainstream

Roxanna Islam, CFA, CAIAMay 01, 2022
2022-05-01

Much like both the broader equity market and Bitcoin (BTC) prices, YTD performance for crypto...

Index Insights

Strong NGL Outlook Drives Growth Opportunities for Midstream

Mauricio SamaniegoApr 25, 2022
2022-04-25

Summary

  • NGLs have multiple end-uses, which impact our economy and everyday lives. A...
Index Insights

LANDX Provides Solid Ground for Future of Disruptive Tech

Roxanna Islam, CFA, CAIAApr 25, 2022
2022-04-25

High growth tech stocks aren’t the only beneficiaries of the digital transformation. While real...

Index Insights

MLP ETFs and Finding the Right Fit for Your Portfolio Goals

Stacey Morris, CFAApr 18, 2022
2022-04-18

Summary

  • A mutual fund, ETF, or closed-end fund that owns more than 25% MLPs will be taxed as a...
Index Insights

Gold Miners: The Free Cash Flow Rush

Roxanna Islam, CFA, CAIAApr 13, 2022
2022-04-13

With U.S. inflation rising to record highs and geopolitical unrest causing volatility in the...

Index Insights

ET Fireside Chat Highlights LNG, Natural Gas Opportunities

Stacey Morris, CFAApr 11, 2022
2022-04-11

Summary

  • Energy Transfer (ET) has a diversified and integrated asset base across hydrocarbons...
Index Insights

Income Opportunities: Midstream Dividends Trending in the Right Direction

Stacey Morris, CFAApr 06, 2022
2022-04-06

One of the key themes for the midstream and MLP space in 2022 has been the meaningful return of...

Index Insights

IDOGX: An International Breed with Higher Yield

Roxanna Islam, CFA, CAIAApr 06, 2022
2022-04-06

While international equities can often be overlooked by U.S. investors, an international...

Index Insights

Midstream Leveraging Current Assets in the Energy Transition

Stacey Morris, CFAApr 04, 2022
2022-04-04

Summary

  • Midstream companies can use their existing assets and expertise to participate in...
Index Insights

Natural Resources: Rich with Inflation-Hedging Properties

Mauricio SamaniegoMar 28, 2022
2022-03-28

Summary

  • While stronger demand has fueled a sustained commodity price rally since the doldrums...
Index Insights

Crypto Logs: Geopolitics and Digital Assets

Roxanna Islam, CFA, CAIAMar 23, 2022
2022-03-23

During the past few weeks, domestic and global events have brought further attention to...

Index Insights

MLPs Leading the Way for Midstream Buybacks in 4Q21

Stacey Morris, CFAMar 21, 2022
2022-03-21

Summary

  • During the fourth quarter, energy infrastructure companies repurchased $650 million of...
Index Insights

4Q21 Midstream Dividends: Goodbye Cuts and Hello Growth

Stacey Morris, CFAMar 14, 2022
2022-03-14

Summary

  • For the second consecutive quarter, there were no dividend cuts across Alerian’s...
Index Insights

Investing in Space: Satellites Show the Big Picture

Roxanna Islam, CFA, CAIAMar 09, 2022
2022-03-09

Index Insights

Streaming and Gaming: Playing the Digital Transformation

Mauricio SamaniegoMar 09, 2022
2022-03-09

COVID-19 lockdowns not only sped the digitalization of media entertainment, but they also...

Index Insights

What Russia’s Invasion Could Mean for the US Energy Landscape

Stacey Morris, CFAMar 06, 2022
2022-03-06

Summary

  • Triple-digit oil prices and inflation concerns have supported strong performance and a...
Index Insights

SDOGX Fetches Higher Yields and YTD Outperformance

Roxanna Islam, CFA, CAIAMar 02, 2022
2022-03-02

Index Insights

HESM Fireside Chat Highlights Built-In Stability and Growth

Stacey Morris, CFAFeb 28, 2022
2022-02-28

Summary

  • Hess Midstream (HESM) is a fee-based, gathering and processing company with natural...
Index Insights

Midstream/MLP M&A Update: Parent Buy-Ins and PE Exits

Stacey Morris, CFAFeb 21, 2022
2022-02-21

Summary

  • The consolidation of MLPs by their parents or significant owners has been a multi-year...
Index Insights

Investing in Electric Vehicles: What the FUTURE Could Bring

Roxanna Islam, CFA, CAIAFeb 21, 2022
2022-02-21

Not long ago, electric vehicles (EVs) seemed like a concept of the far future. But trends...

Index Insights

Inflation Worries? Not for Midstream/MLPs

Stacey Morris, CFAFeb 14, 2022
2022-02-14

Summary

  • Midstream/MLPs are well-positioned for the current inflationary environment thanks to...
Index Insights

Investing in E-Commerce: The Future of Search, Shop, & Ship

Roxanna Islam, CFA, CAIAFeb 09, 2022
2022-02-09

Index Insights

Survey: How Advisors View MLPs, ESG & the Energy Transition

Stacey Morris, CFAFeb 07, 2022
2022-02-07

Summary

  • A recent survey of over 600 financial advisors shows MLPs are known for their income,...
Index Insights

Income Opportunities: MLPs, CEFs, and Return of Capital

Roxanna Islam, CFA, CAIAFeb 02, 2022
2022-02-02

Index Insights

Midstream/MLPs Key to US LNG Export Growth

Mauricio SamaniegoJan 31, 2022
2022-01-31

Summary

  • The US is expected to take the top spot for LNG export capacity globally this year,...
Index Insights

Three Reasons to Consider Midstream/MLPs

Special to VettaFiJan 24, 2022
2022-01-24

In addition to generous income, the midstream/MLP space provides real asset exposure in an...

Index Insights

BlackSwan Indexes: Minimize Volatility & Maintain Upside

Roxanna Islam, CFA, CAIAJan 23, 2022
2022-01-23

Index Insights

Swim Not Sink with the BlackSwan Tech & Treasury Index

Roxanna Islam, CFA, CAIAJan 23, 2022
2022-01-23

Index Insights

Midstream/MLPs Resilient in Periods of Rising Rates

Stacey Morris, CFAJan 17, 2022
2022-01-17

Summary

  • Multiple factors likely mitigate the potential negative impact of rising rates on...
Index Insights

Holiday Travel Metrics Suggest 2022 Won’t Be 2020, Too

Roxanna Islam, CFA, CAIAJan 12, 2022
2022-01-12

After a busy air travel season this Thanksgiving, the Christmas travel season was expected to...

Index Insights

Constructive Outlook for 2022 Midstream/MLP Dividends

Mauricio SamaniegoJan 10, 2022
2022-01-10

Summary

  • The potential for more dividend increases is improving as 2022 is setting up to be...
Index Insights

Income Opportunities: Examining Price and Total Return in 2021

Roxanna Islam, CFA, CAIAJan 05, 2022
2022-01-05

Index Insights

2022 Midstream/MLP Outlook: Tailwinds Intact

Stacey Morris, CFAJan 03, 2022
2022-01-03

Summary

  • Free cash flow generation and the related potential for buybacks are likely to remain...
Index Insights

MLP Exchange Traded Products Explained: ETNs and ETFs

Stacey Morris, CFADec 19, 2021
2021-12-19

Summary

  • For investors wanting diversified MLP exposure in a passive product, it is important to...
Index Insights

Digging into 2021 Gold Miners Index Performance

Roxanna Islam, CFA, CAIADec 14, 2021
2021-12-14

Index Insights

MLPs, UBTI, ETFs, and IRAs: What You Need to Know

Stacey Morris, CFADec 12, 2021
2021-12-12

Summary

  • Unrelated Business Taxable Income (UBTI) is the income that can trigger Unrelated...
Index Insights

Income Opportunities with Real Assets

Stacey Morris, CFADec 07, 2021
2021-12-07
Index Insights

Why Midstream Investors Should Look Past Oil Volatility

Stacey Morris, CFADec 05, 2021
2021-12-05

Summary

  • Despite the significant pullback in oil prices lately and uncertainty posed by the...
Index Insights

A Healthy Dose of Good News for SMID-Cap Biotech Indexes

Roxanna Islam, CFA, CAIADec 04, 2021
2021-12-04

Summary

  • The biotechnology sector largely underperformed the broader market this year,...
Index Insights

Midstream/MLPs: Buybacks Accelerated in 3Q21

Mauricio SamaniegoNov 28, 2021
2021-11-28

Strong free cash flow generation has made the mainstream adoption of buyback programs possible...

Index Insights

EPD Fireside Chat: Asset Base and Track Record Differentiate

Stacey Morris, CFANov 21, 2021
2021-11-21

Summary

  • The volatility of 2020 highlighted the advantages of EPD’s integrated asset base, which...
Index Insights

Midstream Pulling Multiple Levers to Reduce Emissions

Mauricio SamaniegoNov 14, 2021
2021-11-14

Summary

  • For midstream operators, managing energy consumption and modernizing assets present...
Index Insights

Connecting Consumers Through Disruptive Technologies

Roxanna Islam, CFA, CAIANov 09, 2021
2021-11-09

Index Insights

3Q21 Midstream Dividends: No Cuts, Growth Profile Improving

Stacey Morris, CFANov 07, 2021
2021-11-07

Summary

  • With no dividend cuts this quarter and some companies resuming growth for the first...
Index Insights

Income Opportunities: Finding Income in an Inflationary Environment

Roxanna Islam, CFA, CAIANov 02, 2021
2021-11-02
Index Insights

Robust Free Cash Flow Generation Sets Midstream Apart

Stacey Morris, CFAOct 31, 2021
2021-10-31

Summary

  • For midstream, the combination of steady cash flows backed by long-term contracts and a...
Index Insights

Four Megatrends Elevating the Commercial Space Industry

Roxanna Islam, CFA, CAIAOct 24, 2021
2021-10-24

Summary

  • Megatrends like Internet of Things (IoT), the Amazon Effect, Uberization of the service...
Index Insights

US Production Outlook: Modest Growth Could Be Just Right

Stacey Morris, CFAOct 24, 2021
2021-10-24

Summary

  • Public producers have been committed to capital discipline and limiting growth, which...
Index Insights

Midstream Partnering for a Cleaner Tomorrow

Mauricio SamaniegoOct 17, 2021
2021-10-17

Summary

  • Midstream’s operational capabilities and existing infrastructure network can be...
Index Insights

Crypto Mining for Digital Gold is Turning Green

Roxanna Islam, CFA, CAIAOct 13, 2021
2021-10-13

Index Insights

A Lesson on Leverage in Municipal Bond Closed-End Funds

Roxanna Islam, CFA, CAIAOct 11, 2021
2021-10-11

Summary

  • Interest in municipal closed-end funds (CEFs) vs. municipal bonds often stems from...
Index Insights

Income Opportunities: High Yields Don’t Have to Mean Low Quality

Stacey Morris, CFAOct 06, 2021
2021-10-06
Index Insights

PAA/PAGP Fireside Chat: Capital Allocation, Permian in Focus

Stacey Morris, CFAOct 04, 2021
2021-10-04

Summary

  • The midstream business model has transitioned from capital-intensive growth mode to...

Index Insights

Getting the Most Value Out of Value Indexes

Roxanna Islam, CFA, CAIASep 29, 2021
2021-09-29

Summary

  • While preference for growth or value investing can depend on factors like the economic...
Index Insights

Choosing a Fixed Income Allocation with Portfolio Optimization

Roxanna Islam, CFA, CAIASep 28, 2021
2021-09-28

With inflation debated daily among investment professionals and media reporters, it is virtually...

Index Insights

Midstream/MLP Buyback Update

Stacey Morris, CFASep 27, 2021
2021-09-27

Summary

  • Given significant free cash flow generation, several midstream companies have announced...
Index Insights

Midstream and Oil Correlations: Is Frustration Warranted?

Stacey Morris, CFASep 20, 2021
2021-09-20

Summary

  • The perception of many investors is that midstream has a heightened correlation with...
Index Insights

Positioning for a Potential Market Correction

Stacey Morris, CFASep 19, 2021
2021-09-19

Market strategists at several institutions have started to strike a more cautious note on the ...

Index Insights

Strong Airline Demand Gives Wings to the Travel Industry

Roxanna Islam, CFA, CAIASep 15, 2021
2021-09-15

Index Insights

Natural Gas: Short- and Long-Term Benefits for Midstream

Mauricio SamaniegoSep 13, 2021
2021-09-13

Summary

  • Natural gas prices have steadily increased since April, reaching a seven-year high of...
Index Insights

Income Opportunities: Offsetting Low Yields in a Portfolio

Stacey Morris, CFASep 08, 2021
2021-09-08
Index Insights

Gasoline Prices and How Midstream Helps Fill Your Tank

Stacey Morris, CFASep 06, 2021
2021-09-06

Summary

  • A number of factors contribute to the gasoline price posted at your local corner store,...
Index Insights

Midstream/MLPs: Summer Sell-Off Feels Overdone

Stacey Morris, CFAAug 30, 2021
2021-08-30

Summary

  • Energy equities retreated from their relative highs in June as the Delta variant...
Index Insights

Midstream/MLPs: Well-Positioned for Inflation

Mauricio SamaniegoAug 23, 2021
2021-08-23

Summary

  • While the delta variant has stalled the global reopening, expectations for rising...
Index Insights

Investing in the Digital Transformation: Accessing Blockchain and Crypto Through Equity Investments and More

Roxanna Islam, CFA, CAIAAug 23, 2021
2021-08-23

Summary:

  • Bitcoin—and the subsequent cryptocurrency and blockchain market—was fueled by a strong...
Index Insights

Tailwinds and Supportive Policy Reassure Midstream Outlook

Mauricio SamaniegoAug 16, 2021
2021-08-16

Summary

  • Led by G&Ps and natural gas pipeline operators, midstream names delivered strong...
Index Insights

Investing in Water: Water Brings the Heat in a Defensive Summer

Roxanna Islam, CFA, CAIAAug 11, 2021
2021-08-11

Index Insights

2Q21 Midstream/MLP Dividend Recap: Steady Headway

Mauricio SamaniegoAug 09, 2021
2021-08-09

Summary

  • For the Alerian Midstream Energy Index (AMNA) a broad midstream composite index...
Index Insights

Income Opportunities: Looking Beyond Dividend Yield

Roxanna Islam, CFA, CAIAAug 04, 2021
2021-08-04
Index Insights

Insights at a Glance: July 2Q21 Quick Earnings Recap

Roxanna Islam, CFA, CAIAAug 02, 2021
2021-08-02

Summary:

  • With only about a quarter of the Midstream/MLP universe reporting 2Q21 earnings so...
Index Insights

Insights at a Glance: Midstream/MLP Valuation Update

Mauricio SamaniegoJul 26, 2021
2021-07-26

With earnings season in full gear and broad equity markets reaching record levels, we revisit...

Index Insights

Midstream/MLPs: Cutting Through the Noise

Mauricio SamaniegoJul 19, 2021
2021-07-19

Summary

  • Fee-based businesses and contract protections equip the midstream space to better...
Index Insights

Investing in Global Infrastructure: Building the Future Economy

Roxanna Islam, CFA, CAIAJul 14, 2021
2021-07-14

Index Insights

Income Opportunities: Interpreting Closed-End Fund Distributions

Roxanna Islam, CFA, CAIAJul 07, 2021
2021-07-07
Index Insights

Midstream/MLPs: The Unsung ESG Push

Mauricio SamaniegoJul 05, 2021
2021-07-05

Summary

  • The constituents of theAlerian Midstream Energy Select Index(AMEI), which include...

Index Insights

US Energy Independence: On the Home Stretch

Mauricio SamaniegoJun 28, 2021
2021-06-28

Summary

  • After 2020 marked the first time the US exported more petroleum than it imported on an...
Index Insights

Investing in Biotechnology: Disrupting the Healthcare Space

Roxanna Islam, CFA, CAIAJun 16, 2021
2021-06-16

Index Insights

Midstream/MLPs Reap Benefits from Selective Divestures

Mauricio SamaniegoJun 14, 2021
2021-06-14

Summary

  • The Midstream/MLP space is leveraging a favorable energy environment to selectively...

Index Insights

Midstream Income Opportunities: Dividends Resilient Throughout Recent Quarters

Roxanna Islam, CFA, CAIAJun 02, 2021
2021-06-02
Index Insights

Insights at a Glance: Midstream/MLP Buyback Update

Mauricio SamaniegoMay 31, 2021
2021-05-31

Since proliferating the midstream/MLP space in the second half of 2020, buyback programs have...

Index Insights

2021 Energy Infrastructure Council Conference Recap: Talking energy transition and more

Mauricio SamaniegoMay 24, 2021
2021-05-24

Summary

  • While renewable energy capacity is expected to grow significantly in the coming...
Index Insights

Weather, Improving Macro Drive Strong 1Q21 for Midstream

Stacey Morris, CFAMay 17, 2021
2021-05-17

Summary

  • Midstream 1Q21 results were largely strong, with winter storm impacts driving some rare...
Index Insights

Investing in Space: Growth Beyond this World

Stacey Morris, CFAMay 12, 2021
2021-05-12
Index Insights

1Q21 MLP/Midstream Dividend Recap: Stability Intact

Mauricio SamaniegoMay 10, 2021
2021-05-10

Summary //

  • For the Alerian Midstream Energy Index(AMNA) a broad midstream composite index...
Index Insights

Biden’s Tax Proposal and Tax-Efficient Income Opportunities

Stacey Morris, CFAMay 03, 2021
2021-05-03
Index Insights

Midstream/MLPs: 2020 Cost Discipline Has Benefits Into 2021

Mauricio SamaniegoApr 26, 2021
2021-04-26

Summary

  • Cost management and asset optimization helped partially offset macro headwinds in 2020,...
Index Insights

Riding the ESG Wave by Investing in Water

Stacey Morris, CFAApr 13, 2021
2021-04-13
Index Insights

Could Private Equity Activity in Midstream Pick Up in 2021?

Stacey Morris, CFAApr 12, 2021
2021-04-12

Summary

  • Private equity activity in midstream has served as a catalyst for the space in the...
Index Insights

Searching for More Income? Find Opportunities in Today’s Market.

Mauricio SamaniegoApr 05, 2021
2021-04-05
Index Insights

2021 Midstream Guidance Reassures; Upward Revisions Possible

Stacey Morris, CFAMar 29, 2021
2021-03-29

Summary //

  • In general, 2021 financial guidance and recent results reflect the overall stability...
Index Insights

Insights at a Glance: Midstream/MLP Buyback Update

Stacey Morris, CFAMar 22, 2021
2021-03-22

One of the potential tailwinds for midstream in 2021 relative to past recoveries is the...

Index Insights

Oil, Energy Stocks, & Why Midstream/MLPs Could Rise Further

Stacey Morris, CFAMar 08, 2021
2021-03-08

Summary

  • Oil prices have likely recovered more quickly than anticipated thanks to the...
Index Insights

Searching for More Income? Find Opportunities in Today’s Market.

Stacey Morris, CFAMar 03, 2021
2021-03-03
Index Insights

4Q20 Midstream/MLP Dividend Recap: Steady Improvement Continues

Michael LaitkepMar 01, 2021
2021-03-01

Summary

  • With only a single cut and a few additional names growing their dividends, the overall...
Index Insights

Can Midstream/MLPs Be a Green Investment?

Stacey Morris, CFAFeb 15, 2021
2021-02-15

Summary //

  • Many probably underappreciate the role that traditional oil and gas companies have...
Index Insights

US LNG Exporters Taking Advantage of Improved Fundamentals

Michael LaitkepFeb 01, 2021
2021-02-01

Summary

  • In January, a polar vortex in Asia and Europe drove LNG prices to record highs as...

Index Insights

Midstream/MLP Perspectives on Keystone XL, Federal Lands

Stacey Morris, CFAJan 27, 2021
2021-01-27

Summary //

  • As President Biden took office, the reflation trade that had boosted energy broadly...

Index Insights

Podcast: 2021 Midstream/MLP Update and Outlook

Stacey Morris, CFAJan 25, 2021
2021-01-25

Alerian’s Director of Research Stacey Morris was recently featured on SS&C ALPS...

Index Insights

Could Electric Vehicles Help Drive Your Portfolio in 2021?

Bryce BinghamJan 18, 2021
2021-01-18

Summary //

  • Even with total US auto sales declining in 2020, several electric vehicle companies...
Index Insights

What’s Working for Midstream/MLPs, and Can It Continue?

Stacey Morris, CFAJan 18, 2021
2021-01-18

Summary //

  • Recent commodity price improvement has not been limited to oil as liquefied natural...
Index Insights

Where Can Investors Find Income in 2021?

Michael LaitkepJan 11, 2021
2021-01-11

Summary

  • Low interest rates for much of the last ten years have made it much tougher for...
Index Insights

Examining 2021 Midstream Guidance for EBITDA and Dividends

Stacey Morris, CFAJan 11, 2021
2021-01-11

Summary //

  • The impact of the pandemic varied by midstream business line, geography, company...
Index Insights

2021 Midstream Outlook

Bryce BinghamJan 04, 2021
2021-01-04

After macro headwinds dominated 2020, could company-level improvements and a macro recovery...

Index Insights

2021 is Finally Here, but Is Your Portfolio Ready?

Stacey Morris, CFAJan 04, 2021
2021-01-04

With the calendar turning to 2021 (finally), many investors are dusting off their crystal balls...

Index Insights

Midstream/MLPs: Leverage Reductions Paying Off in 2020

Michael LaitkepDec 21, 2020
2020-12-21

Summary

  • The average leverage ratio for the AMZI dropped from 4.35x in 2016 to 4.03x in 3Q20 and...
Index Insights

Insights at a Glance: Summarizing Midstream’s Merits with AMNA

Stacey Morris, CFADec 14, 2020
2020-12-14

In a year of significant macro headwinds, midstream has stood apart from the rest of energy for...

Index Insights

Can Midstream/MLPs’ November Momentum Carry Into 2021?

Stacey Morris, CFADec 07, 2020
2020-12-07

Summary //

  • In the midst of a challenging year, the improvement in midstream equities in...
Index Insights

Alternative Energy: Key Themes, Trends, and Investment Considerations

Bryce BinghamNov 23, 2020
2020-11-23

The global energy landscape has changed dramatically over the last decade, primarily as a...

Index Insights

3Q20 MLP/Midstream Dividends: Steady With a Few Cuts

Bryce BinghamNov 16, 2020
2020-11-16

Summary //

  • Out of the 39 dividend-paying constituents in Alerian’s broadest midstream index,...
Index Insights

Midstream & MLPs: Bring on the Buybacks

Stacey Morris, CFANov 09, 2020
2020-11-09

Summary //

  • With double-digit yields common across midstream, payouts feel largely...
Index Insights

Midstream/MLP Earnings So Far: M&A, Dividends, Buyback & ESG

Stacey Morris, CFANov 02, 2020
2020-11-02

Summary //

  • Midstream companies have largely been positive on upstream consolidations as the...
Index Insights

Index Highlight: Momentum for Alternative Energy Supersedes Election Results

Bryce BinghamOct 20, 2020
2020-10-20
Alerian’s indexing capabilities expanded tremendously through the transformational...
Index Insights

Can Falling US Production Benefit Midstream/MLP Equities?

Stacey Morris, CFAOct 12, 2020
2020-10-12

Summary //

  • On the surface, declining production would seem negative for midstream/MLPs, but...
Index Insights

The Case for Investing in Real Assets

Bryce BinghamOct 05, 2020
2020-10-05

Real assets offer unique benefits within a portfolio that set them apart from traditional...

Index Insights

Down But Not Out: What’s Next for US Energy Production?

Bryce BinghamOct 05, 2020
2020-10-05

Summary

  • US oil production likely saw its relative low in May, but current prices are not high...
Index Insights

S-Network Global Indexes Named Best Index Provider for Equity ETFs by ETF Express

Special to VettaFiOct 01, 2020
2020-10-01

Index Insights

Midstream/MLPs Revamped: Income and Total Return

Michael LaitkepSep 30, 2020
2020-09-30

Summary

  • In contrast to the prior midstream business model that emphasized a grow-at-all-costs...
Index Insights

Examining the Active vs. Passive Debate for Midstream

Michael LaitkepSep 29, 2020
2020-09-29

Midstream investing has come a long way since the first MLP closed-end fund was introduced in...

Index Insights

As Energy Pursues Free Cash Flow, Midstream/MLPs Stand Out

Stacey Morris, CFASep 28, 2020
2020-09-28

Summary //

  • While energy companies across the sector are pounding the table on free cash flow,...
Index Insights

This is a test Blog Post

Stacey Morris, CFASep 27, 2020
2020-09-27

This is the blog article.

This is another paragraph.

Index Insights

Digging Deeper into Discounted Valuations for Midstream/MLPs

Bryce BinghamSep 23, 2020
2020-09-23

Summary

  • The combination of pressured equity performance and resilient EBITDA estimates has...
Index Insights

Midstream/MLP Credit Ratings Largely Stable in Tough Tape

Michael LaitkepSep 21, 2020
2020-09-21

Summary

  • With the economic challenges brought by the COVID-19 pandemic providing a kind of...
Index Insights

Midstream/MLP Capex and Projects: Where’s the Growth?

Bryce BinghamSep 16, 2020
2020-09-16

Summary

  • Midstream capital spending is expected to continue to decline after 2020, driving free...
Index Insights

Free Cash Flow: A Tailwind for Midstream/MLPs in 2021?

Stacey Morris, CFASep 14, 2020
2020-09-14

Summary //

  • The combination of resilient cash flows and lower spending directly supports excess...
Index Insights

Examining the Active vs. Passive Debate for Midstream

Michael LaitkepSep 09, 2020
2020-09-09

Summary

  • Passive exchange-traded products seek to replicate the performance of their underlying...
Index Insights

Natural Gas and NGLs: A Bright Spot in Energy

Bryce BinghamSep 07, 2020
2020-09-07

Summary

  • Natural gas prices have increased significantly year-to-date on the back of an...
Index Insights

US LNG Exports: Outlook Improves as Macro Headwinds Ease

Michael LaitkepSep 02, 2020
2020-09-02

Summary

  • Global LNG prices have been boosted recently by recovering demand with coronavirus...
Index Insights

High MLP/Midstream Yields But Ample Coverage, Payout Ratios

Bryce BinghamAug 31, 2020
2020-08-31

Summary

  • Distribution coverage for MLPs remains elevated relative to history after 1Q20...
Index Insights

What Could the Election Mean for MLPs/Midstream and Energy?

Stacey Morris, CFAAug 26, 2020
2020-08-26

Summary //

  • While a continuation of the Trump administration would be more friendly to oil and...
Index Insights

SS&C ALPS and Alerian celebrate 10 years of AMLP

Special to VettaFiAug 25, 2020
2020-08-25

Index Insights

2020 Midstream Summer Update Video

Special to VettaFiAug 24, 2020
2020-08-24

Thus far in 2020, the equity price performance and elevated yields for midstream and MLPs...

Index Insights

Assessing Midstream's ESG Journey So Far

Bryce BinghamAug 19, 2020
2020-08-19

Summary

  • ESG reporting has continued to gain traction in midstream with six more companies...
Index Insights

Steady Midstream EBITDA Outlooks Contrast with Performance

Michael LaitkepAug 17, 2020
2020-08-17

Summary

  • Forward EBITDA estimate revisions for midstream have been resilient in contrast to...
Index Insights

2Q Earnings Review: Politics, (E&P) Religion, and More

Stacey Morris, CFAAug 12, 2020
2020-08-12

Summary //

  • Midstream 2Q results and outlooks were mixed overall, and growth capital spending...
Index Insights

Midstream/MLP 2Q20 Dividends/Distributions Hold Steady

Stacey Morris, CFAAug 10, 2020
2020-08-10

Summary //

  • Based on our broadest midstream index, the Alerian Midstream Energy Index (AMNA),...
Index Insights

US Oil Fundamentals Trending in the Right Direction

Stacey Morris, CFAAug 05, 2020
2020-08-05

Summary

  • Lower demand created a domino effect across the energy value chain with the impact...
Index Insights

Assessing the Threat of the Energy Transition for Oil and Gas

Special to VettaFiAug 03, 2020
2020-08-03

The buzz around renewables and electric vehicles has only increased in recent months with the...

Index Insights

Getting Real: The Case for Investing in Real Assets

Bryce BinghamAug 03, 2020
2020-08-03

Summary //

  • For many investors, the most viable way to get the benefits of real assets exposure...
Index Insights

Assessing the Threat of the Energy Transition Part 2: Electric Vehicles

Special to VettaFiJul 29, 2020
2020-07-29

Summary //

  • EVs are a small portion of the vehicle fleet today, and their impact on oil demand...
Index Insights

Assessing the Threat of the Energy Transition Part 1: Power

Stacey Morris, CFAJul 27, 2020
2020-07-27

Summary //

  • While most would agree that renewables are a long-term threat to hydrocarbons,...
Index Insights

Pipelines vs. Power: Comparing Midstream/MLPs to Utilities

Bryce BinghamJul 22, 2020
2020-07-22

Summary //

  • Midstream and utilities both tend to appeal to investors with their attractive...
Index Insights

AMNA: The Benchmark Index for North American Midstream

Special to VettaFiJul 20, 2020
2020-07-20

Several years ago, Master Limited Partnerships (MLPs) dominated the midstream universe, making...

Index Insights

Making the Case for Midstream with the AMNA Index

Stacey Morris, CFAJul 20, 2020
2020-07-20

Summary //

  • In response to shifts in the midstream universe, Alerian launched the Alerian...
Index Insights

Framing Current Midstream/MLP Yields with Stress Tests

Michael LaitkepJul 15, 2020
2020-07-15

Summary

  • Despite the decrease in midstream yields in recent months, yields for both the Alerian...
Index Insights

Previewing 2Q Midstream Earnings: COVID-19 Impacts, Distributions, & More

Stacey Morris, CFAJul 13, 2020
2020-07-13

Summary //

  • While the initial impacts of COVID-19 in the US first appeared at the end of 1Q20,...
Index Insights

Revisiting MLP vs. C-Corp Taxation as Election Day Looms

Michael LaitkepJul 08, 2020
2020-07-08

Summary

  • Comparing the taxation of an MLP investment against the taxation of a C-Corp...
Index Insights

Dominion News: Buffett Buys Gas Infrastructure, ACP Cancelled

Stacey Morris, CFAJul 05, 2020
2020-07-05

Summary //

  • On Sunday, Dominion announced the sale of natural gas infrastructure assets to...
Index Insights

US Targets Energy Independence Despite COVID-19 Impacts

Bryce BinghamJul 01, 2020
2020-07-01

Summary //

  • Significant growth in domestic oil and natural gas production over the last decade...
Index Insights

Examining Midstream Contracts Amid Slowing Volumes

Michael LaitkepJun 29, 2020
2020-06-29

Summary

  • In general, the companies that have reported average contract life provide some...
Index Insights

Focusing on Fundamentals: Oil Price Update and Outlook

Stacey Morris, CFAJun 24, 2020
2020-06-24

Summary //

  • The unprecedented demand impact from the global shutdown following COVID-19...
Index Insights

FERC 2020 Oil Pipeline Index Review: Nonevent or Headache?

Stacey Morris, CFAJun 22, 2020
2020-06-22

Summary //

  • The impact of the March 2018 policy revision from the FERC has largely played out,...
Index Insights

MLP/Midstream Valuations Part 2: Examining EBITDA Multiples

Stacey Morris, CFAJun 17, 2020
2020-06-17

Summary //

  • Comparing midstream with other equities, the discounted EBITDA multiples for MLPs...
Index Insights

MLP/Midstream Valuations Part 1: Focusing on Free Cash Flow

Bryce BinghamJun 15, 2020
2020-06-15

Summary //

  • Yield spread analysis has become an inadequate standalone method for valuing...
Index Insights

Midstream at the Midpoint: Where We’ve Been and What’s Next

Michael LaitkepJun 10, 2020
2020-06-10

Summary

  • The recent recovery in energy has been multifaceted against the backdrop of an...
Index Insights

Going Green: Oil & Gas Dips its Toes Into Renewables

Bryce BinghamJun 08, 2020
2020-06-08

Summary //

  • While fossil fuels still dominate the global energy landscape, renewable energy...
Index Insights

Decisions, Decisions: Demystifying MLP Investment Options

Stacey Morris, CFAJun 03, 2020
2020-06-03

Summary //

  • While the potential for generous, tax-advantaged income from MLPs is appealing, it...
Index Insights

NGL Update: How Are Macro Headwinds Impacting Midstream?

Michael LaitkepJun 01, 2020
2020-06-01

Summary //

  • While NGL production was relatively resilient through April, production is expected...
Index Insights

Reexamining MLP/Midstream Oil Correlations

Bryce BinghamMay 27, 2020
2020-05-27

Summary //

  • Due to the fee-based nature of its cash flows, midstream has historically had a...
Index Insights

LNG Update: What Do Recent Headwinds Mean for US Projects?

Michael LaitkepMay 25, 2020
2020-05-25

Summary //

  • LNG prices in Europe and Asia have converged with the US Henry Hub benchmark over...
Index Insights

1Q20 MLP/Midstream Dividend Recap: Putting Cuts in Context

Michael LaitkepMay 20, 2020
2020-05-20

Summary //

  • With midstream companies revising their dividend policies in response to macro...
Index Insights

How Will Oil Production Shut-Ins Impact Midstream?

Bryce BinghamMay 18, 2020
2020-05-18

Summary //

  • US oil production is declining as exploration and production (E&P) companies...
Index Insights

Modest MLP/Midstream Estimate Revisions Contrast with Equity Performance

Bryce BinghamMay 13, 2020
2020-05-13

With the release of quarterly earnings from Equitrans Midstream (ETRN) and EQM Midstream (EQM)...

Index Insights

What about MLPs’ Refiner Customers?

Stacey Morris, CFAMay 11, 2020
2020-05-11

With oil’s collapse, a lot of investor attention has been given to the financial health of...

Index Insights

Recapping Recent Midstream Debt Issuances

Michael LaitkepMay 10, 2020
2020-05-10

Amid recent volatility, one looming question for midstream has been whether the space will be...

Index Insights

Midstream 2020 EBITDA Guidance Updates Highlight Stability

Bryce BinghamMay 07, 2020
2020-05-07

Moving into the late stages of 1Q20 earnings season for midstream, financial guidance updates...

Index Insights

Revisiting Private Equity Involvement in Midstream

Stacey Morris, CFAMay 06, 2020
2020-05-06

The midstream space saw a number of private equity transactions in 2019 (read more) headlined by...

Index Insights

Midstream Tightens Belt with Lower Capex, Project Deferrals

Michael LaitkepMay 05, 2020
2020-05-05

A substantial number of midstream companies have released capital spending updates since early...

Index Insights

2020 Midstream Mid-Year Update

Special to VettaFiMay 04, 2020
2020-05-04
With the collapse in oil prices sending shockwaves through the energy sector in March and...
Index Insights

How Bad is Oil Demand? Assessing Views Across Energy

Stacey Morris, CFAMay 03, 2020
2020-05-03

While there has been much discussion around oil supply in the form of OPEC+ cuts, curtailments,...

Index Insights

Midstream Dividend Update: More Maintaining Than Cutting

Michael LaitkepApr 30, 2020
2020-04-30

Given most midstream dividends for 1Q20 have now been announced, today’s piece discusses how...

Index Insights

EPD and OKE 1Q20 Earnings Recap: Stability in Uncertain Times

Bryce BinghamApr 29, 2020
2020-04-29

After Kinder Morgan (KMI) kicked off midstream earnings season last week, both Enterprise...

Index Insights

Comparing Forward Estimate Revisions, MLPs/Midstream Stand Apart

Stacey Morris, CFAApr 28, 2020
2020-04-28

Expanding on the theme of yesterday’s note discussing midstream defensiveness, today’s piece...

Index Insights

Have Midstream and the Majors Performed Defensively?

Stacey Morris, CFAApr 27, 2020
2020-04-27

With oil prices falling by over 70% year-to-date through April 24, even defensive portions of...

Index Insights

The Ripple Effects of COVID-19 on Natural Gas Power Generation

Bryce BinghamApr 26, 2020
2020-04-26

Crude inventories, prices, and production have undoubtedly been front of mind for many energy...

Index Insights

Is Natural Gas the Beneficiary of Lower Oil Prices?

Michael LaitkepApr 23, 2020
2020-04-23

Before oil prices fell off, US natural gas prices were already weak, with gas producers shifting...

Index Insights

1Q20 Midstream/MLP Earnings Preview: Commentary to Trump Numbers

Stacey Morris, CFAApr 22, 2020
2020-04-22

For midstream and energy in general, investors will be more interested in management commentary...

Index Insights

Examining Midstream C-Corp Dividends as Yields Rival Historical MLP Yields

Bryce BinghamApr 21, 2020
2020-04-21

Given their greater income, we have typically prioritized MLPs in our research covering yields...

Index Insights

Down(grade) but Not Out: What Recent Credit Rating Updates Mean for Midstream

Michael LaitkepApr 20, 2020
2020-04-20

During periods of market volatility, investors often look at credit ratings as one way of...

Index Insights

US Production Outlook and MLP/Midstream Implications

Stacey Morris, CFAApr 19, 2020
2020-04-19

With benchmark West Texas Intermediate oil prices hovering around $22 per barrel for the June...

Index Insights

What do Oil Price Forecasts Suggest for a Midstream and MLP Recovery?

Stacey Morris, CFAApr 15, 2020
2020-04-15

When a sell-off occurs, the question on everyone’s mind turns to when things will recover....

Index Insights

Comparing Global Listed Infrastructure with Midstream and MLPs

Michael LaitkepApr 14, 2020
2020-04-14

Summary //

  • Though both benefit from regulated or fee-based cash flows, broader infrastructure...
Index Insights

Examining Past MLP Sell-Offs and Recoveries

Stacey Morris, CFAApr 13, 2020
2020-04-13
Past performance does not mean anything for future performance as practically every piece of...
Index Insights

MLP/Midstream Guidance Updates: Some Stand Firm, Others Cut with a Focus on Flexibility

Michael LaitkepApr 12, 2020
2020-04-12

Amid ongoing market volatility and the long wait for first quarter earnings, some companies...

Index Insights

EIA Petroleum Update Takeaways: Demand Dropping, Inventories Rising, Diesel Resilient

Stacey Morris, CFAApr 08, 2020
2020-04-08

Summary:

  • With many Americans working from home, demand for gasoline and jet fuel is falling...
Index Insights

Canadian Midstream Remains Resilient, Outperforms US Peers

Bryce BinghamApr 07, 2020
2020-04-07

With media headlines surrounding President Trump’s meeting with energy CEOs last week and...

Index Insights

Insights at a Glance: Market Sell-Off Turns Midstream Market Caps Upside Down

Stacey Morris, CFAApr 06, 2020
2020-04-06

To say that a lot has changed in energy since the end of 2019 would be a massive understatement....

Index Insights

Insights at a Glance: Framing Current MLP and Midstream Valuations Against History and Past Downturns

Michael LaitkepApr 05, 2020
2020-04-05

March was a historically tough month for midstream given the start of an oil price war and...

Index Insights

Insights at a Glance: Examining Improved MLP Financial Footing Since 2014

Special to VettaFiApr 02, 2020
2020-04-02

Given the staggering 58.5% year-to-date drop in oil prices to $25.32 per barrel (bbl) as of...

Index Insights

Insights at a Glance: Haves and Have-Nots – Profiling Recent MLP Distribution Announcements

Bryce BinghamApr 01, 2020
2020-04-01

Since oil prices collapsed in early March, several MLPs have announced changes to their capital...

Index Insights

Insights at a Glance: Midstream Making the Most of Minimum Volume Commitments

Bryce BinghamMar 31, 2020
2020-03-31

In recent weeks, we have discussed the stability of MLP/midstream cash flows at length by...

Index Insights

Insights at a Glance: Not All Natural Gas Pipelines Are Equal

Michael LaitkepMar 30, 2020
2020-03-30

Since the oil price war began earlier this month, we have focused primarily on crude’s fall and...

Index Insights

Insights at a Glance: Is Rising Demand for Crude Storage a Silver Lining for MLPs and Midstream?

Stacey Morris, CFAMar 29, 2020
2020-03-29

Storage tends to be a ho-hum business until it isn’t. With oil demand diving, plentiful...

Index Insights

Insights at a Glance: MMP Analyst Day Highlights Resilient Business Model

Michael LaitkepMar 26, 2020
2020-03-26

Yesterday, Magellan Midstream Partners (MMP) updated investors on its business by holding a...

Index Insights

Insights at a Glance: Updating MLP Yield Scenario Analysis and Midstream Insider Buying

Bryce BinghamMar 25, 2020
2020-03-25

Since our initial stress test of the Alerian MLP Infrastructure Index’s (AMZI) yield (read more...

Index Insights

MLP Consolidation and Conversion Update: Structure Questions Likely to Subside for Now

Stacey Morris, CFAMar 24, 2020
2020-03-24

Summary //

  • Since our last discussion of MLP consolidations in July 2019, there have been...
Index Insights

Insights at a Glance: How MLPs Make Money by Segment

Michael LaitkepMar 23, 2020
2020-03-23

While pipelines are often considered the bread and butter of the MLP space, MLPs provide a wide...

Index Insights

Insights at a Glance: A Review of MLP Distributions During the Financial Crisis

Bryce BinghamMar 22, 2020
2020-03-22

With broader markets under pressure and MLP yields near all-time highs, many investors are...

Index Insights

Insights at a Glance: Highlighting MLP/Midstream's Fee-Based Exposure in Today's Tough Tape

Stacey Morris, CFAMar 19, 2020
2020-03-19

In addition to updated financial guidance, midstream companies have also provided more...

Index Insights

Insights at a Glance: Midstream Updates Point to More Stability Than Price Action Implies

Stacey Morris, CFAMar 18, 2020
2020-03-18

With the oil price landscape having changed dramatically, midstream investors are anxiously...

Index Insights

Insights at a Glance: Robust Midstream Insider Buying Amid Market Volatility

Stacey Morris, CFAMar 17, 2020
2020-03-17

With MLP index yields at all-time highs, several management teams are utilizing this downturn as...

Index Insights

Midstream MLPs: Examining AMZI Constituent Debt Profiles and Index Yield Scenario Analyses

Michael LaitkepMar 16, 2020
2020-03-16

Summary

  • For AMZI constituents, the relatively low principal maturing this year provides some...
Index Insights

Addressing MLP Investor Questions as Oil Falls: Distributions, Leverage, and Counterparty Risk

Stacey Morris, CFAMar 09, 2020
2020-03-09

Summary

  • Midstream MLPs are better positioned for this downturn than in 2014, and distributions...
Index Insights

Midstream MLPs and Corporations: Prepared for Energy’s Perfect Storm

Stacey Morris, CFAMar 04, 2020
2020-03-04

Summary

  • Since the challenging environment of 2014-16, the midstream space has spent the last...
Index Insights

An Introduction to Alerian's Midstream Dividend Indexes

Caroline MahavierMar 03, 2020
2020-03-03
The Alerian Midstream Energy Dividend Index (AEDW) and the Alerian MLP Infrastructure Dividend...
Index Insights

An Introduction to Alerian's Midstream Dividend Indexes

Caroline MahavierMar 03, 2020
2020-03-03

The Alerian Midstream Energy Dividend Index (AEDW) and the Alerian MLP Infrastructure Dividend...

Index Insights

4Q19 Midstream Distribution Coverage and Payout Ratios: Comfort Amid Macro Headwinds

Michael LaitkepMar 02, 2020
2020-03-02

Summary //

  • Higher distribution coverage ratios can give investors comfort around the ability...
Index Insights

An Introduction to Alerian's Midstream Dividend Indexes

Special to VettaFiMar 02, 2020
2020-03-02

The Alerian Midstream Energy Dividend Index (AEDW) and the Alerian MLP Infrastructure Dividend...

Index Insights

4Q19 MLP Distribution Recap: Positive Outlook Outweighs Cuts

Bryce BinghamFeb 24, 2020
2020-02-24

Summary //

  • After a cut-free 3Q19, four AMZ constituents cut their distributions sequentially...
Index Insights

US LNG Projects Better Sheltered from Market Headwinds, China Concerns

Stacey Morris, CFAFeb 17, 2020
2020-02-17

Summary //

  • From mid-2018 to the end of 2020, US LNG export capacity will have increased by...
Index Insights

Permian Update: New Pipelines Loosen Constraints and Tighten Differentials

Michael LaitkepFeb 10, 2020
2020-02-10

Summary

  • In total, about 2.6 million barrels per day of new Permian crude takeaway capacity is...
Index Insights

State of Midstream: Where are MLPs/Midstream Today, and What Could Lie Ahead?

Stacey Morris, CFAFeb 03, 2020
2020-02-03

Summary

  • The macro landscape for midstream remains constructive with US energy production and...
Index Insights

2020 Vision: What’s the Outlook for Midstream/MLP Dividends This Year?

Michael LaitkepJan 27, 2020
2020-01-27

Summary

  • Some of the largest US and Canadian midstream companies are guiding to robust annual...
Index Insights

Look Down(stream): What Midstream Can Learn from Refiners about Free Cash Flow and More

Stacey Morris, CFAJan 20, 2020
2020-01-20

Summary

  • There are interesting strategic parallels between refining and midstream, and notable...
Index Insights

Midstream’s 2020 Resolutions: Less Spending with a View Toward Free Cash Flow

Bryce BinghamJan 13, 2020
2020-01-13

Summary //

  • Due to slowing US energy production growth, an emphasis on capital discipline, and...
Index Insights

2020 Midstream Outlook Video

Bryce BinghamJan 06, 2020
2020-01-06

How will midstream fare in the new decade? Watch our three-minute 2020 Midstream Outlook video...

Index Insights

2020 Midstream Outlook

Special to VettaFiJan 06, 2020
2020-01-06

How will midstream fare in the new decade? Watch our three-minute 2020 Midstream Outlook...

Index Insights

Seasons Greetings: Energy Seasonality and Midstream

Andy HipskindDec 30, 2019
2019-12-30

Summary

  • Seasonality in demand for hydrocarbons is one of many factors that affects prices.
  • ...
Index Insights

Christmas Karyl: Baby, It's Cyclical

Special to VettaFiDec 19, 2019
2019-12-19

It’s that time of year! Our annual Christmas Karyl is ready for your listening (and...

Index Insights

Midstream Energy Battle: What Subgroup Has Performed Best in 2019?

Michael LaitkepDec 16, 2019
2019-12-16

Summary //

  • Midstream C-Corps have significantly outperformed MLPs in 2019 on a price-return...
Index Insights

Political Risk Rising: 2020 Presidential Candidates, Fracking, and Federal Lands

Stacey Morris, CFADec 09, 2019
2019-12-09

Summary //

  • Among Democratic presidential candidates, there seems to be a consensus around...
Index Insights

Keeping It Simple: MLPs Continue to Eliminate IDRs

Bryce BinghamDec 02, 2019
2019-12-02

Summary //

  • The vast majority of AMZ and AMZI constituents have eliminated their incentive...
Index Insights

Midstream Malaise: What’s Wrong (and Right) with Midstream?

Stacey Morris, CFANov 25, 2019
2019-11-25

Summary //

  • Oil price volatility and weakness in Henry Hub natural gas prices have made it...
Index Insights

Updating the NGL Picture: Prices, Production, Exports, and More

Michael LaitkepNov 18, 2019
2019-11-18

Summary

  • Despite elevated inventories, delayed cracker additions, and steady export levels,...
Index Insights

3Q19 Distribution Recap: MLPs Pull Off the Clean Sweep

Bryce BinghamNov 11, 2019
2019-11-11

Summary //

  • For the first time in over a year, no AMZ or AMZI constituent cut their...
Index Insights

MLP Taxation: The Benefits and What You Need to Know

Michael LaitkepNov 04, 2019
2019-11-04

Summary//

  • The pass-through structure of MLPs provides significant tax efficiency but comes...
Index Insights

First Steps: Introducing ESG Issues in Midstream

Michael LaitkepOct 28, 2019
2019-10-28

Summary //

  • With ESG gaining traction broadly among the investment community, discussions...
Index Insights

First Steps: Introducing ESG Issues in Midstream

Special to VettaFiOct 28, 2019
2019-10-28

Environment, social, and governance factors, or ESG, comprise the criteria used by investors in...

Index Insights

Slow and Steady: The Deceleration of US Oil Production Growth

Bryce BinghamOct 21, 2019
2019-10-21

Summary //

  • After years of significant growth, US oil production is showing signs of a...
Index Insights

FERCtastic: What MLP and Midstream Investors Should Know about the FERC

Stacey Morris, CFAOct 14, 2019
2019-10-14

Summary

  • Midstream investors should have some familiarity with the FERC given its oversight of...
Index Insights

The Alerian Index Series: Which Benchmark Is Right for Me?

Bryce BinghamOct 07, 2019
2019-10-07

Summary

  • Alerian offers a variety of midstream indexes to meet the benchmarking needs of...
Index Insights

2019 Energy Infrastructure Council Conference Recap: Talking Energy Policy, Trade, and More

Michael LaitkepSep 30, 2019
2019-09-30

Summary

  • Recent deregulatory actions have been beneficial in reducing uncertainty for project...
Index Insights

Take Me Away: What New Permian Pipeline Capacity Means for Crude Prices and Exports

Bryce BinghamSep 23, 2019
2019-09-23

Summary

  • Two major Permian pipeline projects began service in August, helping to ease the basin...
Index Insights

US LNG Exports: How Does Recent Price Weakness Impact Projects?

Michael LaitkepSep 16, 2019
2019-09-16

Summary

  • US LNG exports continue to grow steadily and reached a new record of 5.2 billion cubic...
Index Insights

2019 Midstream Summer Recap Video

Special to VettaFiSep 10, 2019
2019-09-10

With the dog days of summer coming to a close, what should midstream and MLP investors know...

Index Insights

What is IMO 2020 and What Does it Mean for Midstream?

Andy HipskindSep 02, 2019
2019-09-02

Summary //

  • New IMO regulations imposing stricter sulfur limits on the shipping industry have...
Index Insights

TGE: Take-Private Bid Highlights Continued Private Equity Interest in Midstream

Michael LaitkepAug 27, 2019
2019-08-27

Last night, Tallgrass Energy (TGE) announced that it received a take-private bid from its...

Index Insights

MLP 2Q19 Distribution Coverage and Payout Ratios Provide Peace of Mind

Bryce BinghamAug 26, 2019
2019-08-26

Summary //

  • Healthier distribution coverage is the result of improvements MLPs have made in...
Index Insights

2Q19 MLP Distribution Recap: Trending in the Right Direction

Michael LaitkepAug 19, 2019
2019-08-19

Summary //

  • Most MLPs in the AMZ and AMZI grew their 2Q19 distributions sequentially and on a...
Index Insights

The Knock-On Effects of Low Natural Gas Prices for MLPs and Midstream

Stacey Morris, CFAAug 12, 2019
2019-08-12

Summary //

  • Weakness in natural gas prices has caused producers to recalibrate growth plans,...
Index Insights

The Case for Energy Infrastructure in Your Portfolio

Special to VettaFiAug 05, 2019
2019-08-05

Pipelines are widely considered the cornerstone of energy infrastructure. Because revenues are...

Index Insights

The Case for Energy Infrastructure in Your Portfolio

Stacey Morris, CFAAug 05, 2019
2019-08-05

Summary //

  • While portfolio construction can be challenging, this piece aims to make that...
Index Insights

Canada: Not Enough Pipelines, but a Lot to Like for Midstream Investing

Bryce BinghamJul 29, 2019
2019-07-29

Summary //

  • With takeaway constraints continuing to plague Canadian oil producers, Alberta...
Index Insights

MLP Consolidation Part 2: Ch-ch-ch-ch-changes in Midstream and Investor Implications

Stacey Morris, CFAJul 22, 2019
2019-07-22

Summary //

  • Given announced transactions and the potential for future transactions, the...
Index Insights

MLP Consolidation Part 1: The Nearly Departed

Stacey Morris, CFAJul 15, 2019
2019-07-15

Summary

  • The evolving (or shrinking) MLP universe continues to be a common topic of discussion...
Index Insights

What’s Been Driving Oil Price Volatility?

Michael LaitkepJul 08, 2019
2019-07-08

Summary

  • Oil prices have been volatile in the last few months, with the price of WTI crude...
Index Insights

Is US Energy Independence On Its Way?

Stacey Morris, CFAJul 01, 2019
2019-07-01

Summary //

  • The US is knocking on the door of achieving energy independence by becoming a net...
Index Insights

Have MLPs and Midstream Actually Reduced Leverage?

Michael LaitkepJun 24, 2019
2019-06-24

Summary

  • Reducing leverage to more comfortable levels is important for midstream in terms of...
Index Insights

Energy Investing Showdown: Midstream/MLPs vs. Majors vs. Broader Energy

Stacey Morris, CFAJun 17, 2019
2019-06-17

Summary //

  • Both midstream and the integrated majors can be thought of as defensive energy...
Index Insights

PAA Investor Day Recap: What to PAAy Attention to

Bryce BinghamJun 12, 2019
2019-06-12

Summary //

  • The recently announced Red Oak Pipeline system joint venture is representative of...
Index Insights

The SCOOP on Oklahoma and How It’s STACKing Up

Michael LaitkepJun 10, 2019
2019-06-10

Summary

  • The broad decline in the rig count in Oklahoma over the last year has likely reflected...
Index Insights

MLPs: Come for the Yield, Stay for the Total Return

Stacey Morris, CFAJun 03, 2019
2019-06-03

Summary //

  • MLPs are becoming more total-return oriented through the shift to self-funding...
Index Insights

2019 Midstream Mid-Year Update Video

Stacey Morris, CFAMay 27, 2019
2019-05-27

In this mid-year video update, we recap midstream’s strong start to 2019 and discuss what...

Index Insights

2019 Midstream Mid-Year Update Video

Stacey Morris, CFAMay 27, 2019
2019-05-27

In this mid-year video update, we recap midstream’s strong start to 2019 and discuss what may be...

Index Insights

MLP and Energy Infrastructure Conference 2019: M&A, Attracting Generalists, and More

Bryce BinghamMay 20, 2019
2019-05-20

Summary

  • To attract generalists and new investors, midstream companies need to continue to...
Index Insights

1Q19 MLP Distribution Recap: Outlook Improving in Spite of Cuts

Stacey Morris, CFAMay 13, 2019
2019-05-13

Summary //

  • Most MLPs in the AMZ and AMZI grew their 1Q19 distributions sequentially and on a...
Index Insights

Kelcy Warren on the Opportunistic Transactions, Work Ethic, and Ambitious Culture That Formed Energy Transfer

Special to VettaFiMay 13, 2019
2019-05-13
Index Insights

BPL: What does Buckeye’s Buyout Mean for MLPs and Midstream?

Stacey Morris, CFAMay 09, 2019
2019-05-09

Buckeye Partners (BPL) announced this morning that it has agreed to be acquired by IFM Investors...

Index Insights

After Years of Growth, Is Midstream Capex Peaking?

Michael LaitkepMay 06, 2019
2019-05-06

Summary //

  • Midstream companies have increased capital spending to build the infrastructure...
Index Insights

Private Equity Continues to Bet Big on Midstream

Bryce BinghamApr 29, 2019
2019-04-29

Summary //

  • Private equity funds have continued to display considerable interest in energy...
Index Insights

Why Yesteryear’s Valuation Metrics Aren’t Sufficient for Today’s MLP

Stacey Morris, CFAApr 22, 2019
2019-04-22

Summary

  • The evolution of MLP business models and the need to attract new investors requires a...
Index Insights

Why Yesteryear's Valuation Metrics Aren't Sufficient for Today's MLP

Special to VettaFiApr 17, 2019
2019-04-17

The MLP space has changed significantly in recent years with consolidations, distribution cuts,...

Index Insights

EPD Analyst Day Recap: Pursuing Broad Appeal in an MLP Structure

Michael LaitkepApr 15, 2019
2019-04-15

Summary

  • While retaining the MLP structure, EPD continues to highlight ESG priorities and more...
Index Insights

When Winning Isn't Everything: Midstream Project Returns and Why They Matter More

Michael LaitkepApr 08, 2019
2019-04-08

Summary

  • As competition increases from private capital for projects in areas like the Permian,...
Index Insights

Bobby Tudor on Attracting and Retaining Talent, Weathering the Cyclicality of the Energy Business, and Combining with Per

Special to VettaFiApr 03, 2019
2019-04-03
Index Insights

Oil Prices: The Bull Case, the Bear Case, and Wildcards That Could Throw Off Everything

Stacey Morris, CFAApr 01, 2019
2019-04-01

Summary

  • After tumbling in 4Q18 on Iran sanction waivers, demand concerns, and a strengthening...
Index Insights

Midstream Credit Ratings: Making the (Investment) Grade

Stacey Morris, CFAMar 25, 2019
2019-03-25

Summary

  • Midstream companies are focused on preserving or attaining investment-grade credit...
Index Insights

Dave King on the Importance of Client, Historical, and Opposing Perspectives in Starting and Running a Business

Special to VettaFiMar 19, 2019
2019-03-19
Index Insights

19 for ’19: Midstream EBITDA Guidance Reflects Strong Outlook

Stacey Morris, CFAMar 18, 2019
2019-03-18

Summary

  • For the nineteen midstream companies examined, the average 2019 EBITDA growth of 8.4%...
Index Insights

Dave Schulte on Launching the First MLP CEF, Private Midstream BDC, and Energy Infrastructure REIT

Special to VettaFiMar 12, 2019
2019-03-12
Index Insights

US LNG Exports: The Who, What, Where of Projects and Why China Relations Matter

Stacey Morris, CFAMar 11, 2019
2019-03-11

Summary

  • Multiple LNG export projects in the US are slated to come online this year and next,...
Index Insights

Dan Tutcher on Learning from the Hard Times, Differentiating from the Competition, Finding Opportunity in Deregulation

Special to VettaFiMar 05, 2019
2019-03-05
Index Insights

MLP 4Q18 Distribution Coverage … Now Featuring Payout Ratios!

Stacey Morris, CFAMar 04, 2019
2019-03-04

Summary

  • Today, we look at MLP distribution coverage and payout ratios to help a broader...
Index Insights

Jon Ackerman on Improving the Energy Sector's Messaging, Partnering with the Right Private Equity Sponsor, and Building G

Special to VettaFiFeb 28, 2019
2019-02-28
Index Insights

4Q18 MLP Distribution Recap: 41 MLPs and Just One Cut

Michael LaitkepFeb 25, 2019
2019-02-25

Summary:

  • The AMZ had one sequential distribution cut, while the AMZI had zero cuts for the...
Index Insights

Barry Davis on Starting with Why, Casting a Compelling Vision, and Planning for Succession from Day One

Special to VettaFiFeb 20, 2019
2019-02-20
Index Insights

Let it Flow: Permian Crude Heads for the Coast

Michael LaitkepFeb 18, 2019
2019-02-18

Summary:

  • Pipeline capacity constraints out of the Permian have loosened recently and should...
Index Insights

Bob Phillips on Responding to a Lower for Longer Environment with Project Adapt, Building a Wellhead to Burner Tip Busine

Special to VettaFiFeb 12, 2019
2019-02-12
Index Insights

Midstream and MLPs: BuyBACK in Action

Stacey Morris, CFAFeb 11, 2019
2019-02-11

Summary:

  • If management teams feel that dividend/distribution growth is not being rewarded by...
Index Insights

David Dehaemers on the Origin Stories of Kinder Morgan and Tallgrass Energy

Special to VettaFiFeb 07, 2019
2019-02-07
Index Insights

US Oil Production Growth May Be Slowing, but Should MLP/Midstream Investors Worry?

Stacey Morris, CFAFeb 04, 2019
2019-02-04

Summary:

  • Falling oil rig counts and headlines about slowing US oil production growth may give...
Index Insights

Don’t Lose Interest: Rising Rates and MLP Debt

Michael LaitkepJan 28, 2019
2019-01-28

Summary:

  • Rising interest rates can mean a higher cost of debt for MLPs.
  • Alerian MLP...
Index Insights

Petrochemicals Provide Midstream Opportunities Downstream

Michael LaitkepJan 21, 2019
2019-01-21

Summary:

  • Petrochemicals are expected be the biggest driver of global oil demand and account...
Index Insights

It’s 2019. Is Your MLP or Midstream Investment Still Working for You?

Stacey Morris, CFAJan 14, 2019
2019-01-14

Summary:

  • If you don’t want a K-1 but you want to invest in MLPs, there are a variety of access...
Index Insights

Back to Basics: The MLP and Midstream Investment Thesis

Stacey Morris, CFAJan 07, 2019
2019-01-07

Given oil price volatility and the recent rollercoaster ride in the broader market, it seems...

Index Insights

Natural Gas Prices Go on a Wild Sleigh Ride but Production Up and to the Right

Michael LaitkepDec 26, 2018
2018-12-26

Sleepy natural gas turns volatile in November.

In early November, Henry Hub natural gas prices...

Index Insights

Christmas Karyl: Last Christmas

Karyl PatredisDec 20, 2018
2018-12-20

We brought our A game to the annual Christmas Karyl this year and created a music video for...

Index Insights

2019 Midstream Outlook Video

Special to VettaFiDec 17, 2018
2018-12-17
Related links:
  1. Bye, Bye, Bye (MLPs) Revisited: MLP Consolidation Entering Late Innings
  2. ...
Index Insights

Bye, Bye, Bye (MLPs) Revisited: MLP Consolidation Entering Late Innings

Stacey Morris, CFADec 10, 2018
2018-12-10

Since we last discussed MLP consolidation in our three-part Bye, Bye, Bye series from this...

Index Insights

It’s the Most Wonderful Time of the Year: Ammys Nominations Are Now Open

Karyl PatredisDec 05, 2018
2018-12-05

The holiday hustle and bustle is upon us and 2018 is quickly coming to a close. As we reflect on...

Index Insights

MLPs and Midstream: Defense Wins in a Tough Oil Tape

Stacey Morris, CFADec 03, 2018
2018-12-03

Before the recent pullback in oil prices, we were often asked this year why MLP and midstream...

Index Insights

3Q18 MLP Distribution Recap: With 3Q Cuts Behind Us, How Will Current Trends Affect Future Distributions?

Michael LaitkepNov 26, 2018
2018-11-26

Mixed quarter of distribution growth
For context, 3Q18 distributions refer to the distributions...

Index Insights

Happy Thanksgiving 2018!

Karyl PatredisNov 20, 2018
2018-11-20

Happy Thanksgiving! It’s time for our annual acrostic poem to remind stakeholders in the MLP and...

Index Insights

Dropdown MLPs: Time to Double (Drop)Down or Fold (In)?

Stacey Morris, CFANov 19, 2018
2018-11-19

It’s no secret that MLP equity markets have been challenged since oil prices cratered in 2014,...

Index Insights

Tim Fenn, Part 2: Banker Shout-Outs, the Evolving Houston Legal Scene, and Public Speaking

Special to VettaFiNov 15, 2018
2018-11-15
Index Insights

Tim Fenn, Part 1: Tax Accountant, Lawyer, Investment Banker

Special to VettaFiNov 14, 2018
2018-11-14
Index Insights

Revisiting MLP Performance as Interest Rates Rise

Special to VettaFiNov 13, 2018
2018-11-13
As the 10-year Treasury yield rises to levels not seen in years, it is worthwhile to revisit...
Index Insights

Oil Hub Hubbub: Is Houston the New Cushing?

Stacey Morris, CFANov 12, 2018
2018-11-12

Once upon a time, North Dakota production was negligible, Canadian oil production was much lower...

Index Insights

Rob Baldwin on Succeeding an Industry Legend, Caring About End Client Outcomes, and Championing Analytics and Transparenc

Special to VettaFiNov 07, 2018
2018-11-07
Index Insights

Crude Spreads Here, There, and Everywhere – What it Means for Midstream

Stacey Morris, CFANov 05, 2018
2018-11-05

While WTI Cushing prices were recently at the mid-$60s per barrel (bbl), prices for heavy crude...

Index Insights

Yves Siegel on Being a Good Judge of Character, Making Long-Term Investment Decisions, and Taking Ownership at Work

Special to VettaFiOct 31, 2018
2018-10-31
Index Insights

Colorado’s Proposition 112: What is it, and Why do Midstream Investors Care?

Stacey Morris, CFAOct 29, 2018
2018-10-29

Energy analysts and investors have been closely monitoring the political climate in Colorado as...

Index Insights

Mike Rosenwasser on What Saved MLPs During 1980s Tax Reform, Career Advice for Young Attorneys, and the Business of Law

Special to VettaFiOct 25, 2018
2018-10-25
Index Insights

Pat Diamond on Stoking the Entrepreneurial Fire, Recognizing the Opportunity Downstream, and Supporting Veterans

Special to VettaFiOct 17, 2018
2018-10-17
Index Insights

Midstream 3Q18 Preview: Key Topics for Earnings Calls

Stacey Morris, CFAOct 15, 2018
2018-10-15

Today, we look at key themes that will likely be topics of interest on 3Q18 calls for the...

Index Insights

Andy Safran on Dodging the Enron Bullet, Taking the Boston Celtics Public, and Transitioning from the State Department to

Special to VettaFiOct 10, 2018
2018-10-10
Index Insights

Midstream vs. Upstream: A Tale of Two Market Reactions to Rising Capex

Stacey Morris, CFAOct 08, 2018
2018-10-08

In the wake of the oil downturn, capital discipline has come into focus for many energy-related...

Index Insights

Greg Armstrong on Servant Leadership, Marriage Advice, and Post-Retirement Plans

Ivica SekulicOct 03, 2018
2018-10-03
Index Insights

Escalating Ethane Prices and the Implications for MLPs and Midstream

Stacey Morris, CFAOct 01, 2018
2018-10-01

When you think of a commodity gaining over 60% in a matter of eight weeks, the story may read...

Index Insights

Thinking about Investing in Canadian Midstream, eh?

Stacey Morris, CFASep 24, 2018
2018-09-24

Over time, the US and Canadian energy markets have become more integrated. Energy trade and...

Index Insights

Water in the [Mid]Stream: How Water Flows Generate Cash Flows

Stacey Morris, CFASep 17, 2018
2018-09-17

Your elementary science teacher probably taught you that oil and water don’t mix, but when it...

Index Insights

With the US Exporting 20% of its Oil Production, What Midstream Companies Could Benefit?

Stacey Morris, CFASep 10, 2018
2018-09-10

The US is on track to become the world’s largest oil producer based on 2019 production forecasts...

Index Insights

MLP Summer Recap Video

Stacey Morris, CFASep 03, 2018
2018-09-03

Index Insights

MLP Summer 2018 Recap Video

Special to VettaFiSep 03, 2018
2018-09-03
DOWNLOAD
Index Insights

MLP Distribution Coverage: How and Why It’s Changed

Stacey Morris, CFAAug 27, 2018
2018-08-27

While we recap distribution growth quarterly (2Q18 recap), two quarters have passed since we...

Index Insights

2Q18 Recap and the Barbell Profile of MLP Distribution Growth

Stacey Morris, CFAAug 20, 2018
2018-08-20

Cut-Free Quarter for Index Constituents

For context, 2Q18 distributions refer to the...

Index Insights

Alerian Explains It All: C Corps, MLPs, and the Midstream Indices That Contain Them

Emily HsiehAug 13, 2018
2018-08-13

With all the reorganizations we’ve seen this year, think C Corps make up the vast majority of...

Index Insights

Bye, Bye, Bye (MLPs) Part 3: What’s an Investor to Do?

Stacey Morris, CFAAug 06, 2018
2018-08-06

With all the recent transactions in the MLP space and consolidation of MLPs by their C-Corp...

Index Insights

Bye, Bye, Bye (MLPs) Part 2: Who Could Be Saying Bye?

Stacey Morris, CFAJul 30, 2018
2018-07-30

Management teams of several MLPs (or GPs) have made comments indicating the potential for a...

Index Insights

US LNG Export Growth and the Benefits to Midstream

Special to VettaFiJul 26, 2018
2018-07-26
The US is on the brink of adding significant liquified natural gas (LNG) export capacity in...
Index Insights

Bye, Bye, Bye (MLPs) Part 1: Who’s Saying Bye and Why?

Stacey Morris, CFAJul 23, 2018
2018-07-23

We’re kicking off a three-week series on the undisputed topic du jour and elephant in the room...

Index Insights

FERC Finalized Rule Positive for MLPs; Cue the Relief Rally

Stacey Morris, CFAJul 18, 2018
2018-07-18

Yesterday after market close, the FERC finalized its policy rule for natural gas pipelines as it...

Index Insights

US LNG Exports Part 2: How Do LNG Exports Benefit Midstream?

Stacey Morris, CFAJul 16, 2018
2018-07-16

Last week, we discussed the step change in US LNG export capacity expected next year and the...

Index Insights

US LNG Exports Part 1: Capacity Jumping in 2019, but Will There Be Enough?

Stacey Morris, CFAJul 09, 2018
2018-07-09

Last year, the US was one of 19 countries exporting liquified natural gas (LNG) and played a...

Index Insights

Happy July Fourth, America! Celebrating the US Energy Revolution

Stacey Morris, CFAJul 02, 2018
2018-07-02

In just ten years, the US energy landscape has radically changed. Ten years ago, the headlines...

Index Insights

How Much Energy Infrastructure Does North America Still Need?

Stacey Morris, CFAJun 25, 2018
2018-06-25

When we aren’t being asked about topics like distribution growth, self-funding, restructurings,...

Index Insights

Are Energy Stocks Catching Up to Crude?

Stacey Morris, CFAJun 18, 2018
2018-06-18

Energy investors, and particularly MLP investors, have likely been frustrated with the lagging...

Index Insights

Five Fascinating Takeaways from the 2018 EIA Energy Conference

Stacey Morris, CFAJun 11, 2018
2018-06-11

Last week, I attended the Energy Information Administration’s 2018 Energy Conference. While...

Index Insights

Revisiting MLP Distribution Growth

James WangJun 04, 2018
2018-06-04

One of Alerian’s most widely circulated charts is our distribution growth chart, seen below.

Index Insights

MLP and Energy Infrastructure Conference Recap: Dissecting the Disconnect with Fundamentals

Stacey Morris, CFAMay 28, 2018
2018-05-28

Last week, we attended the MLP and Energy Infrastructure Conference hosted by the Master Limited...

Index Insights

1Q18 MLP Distribution Recap: Several Growers Overshadowed by Two Cuts

Stacey Morris, CFAMay 21, 2018
2018-05-21

How many MLPs in the AMZ and AMZI grew, maintained, or cut their distributions for 1Q18?

For...

Index Insights

US Energy Exports: How MLPs Help Meet Growing Demand in Asia

Stacey Morris, CFAMay 14, 2018
2018-05-14

In case you missed it, something notable happened in March with implications for MLPs and energy...

Index Insights

Is Self-Funding an MLP Pipe Dream?

Stacey Morris, CFAMay 07, 2018
2018-05-07

Self-funding has become a buzzword in the MLP space, but is it really translating to MLPs’...

Index Insights

The Permian: Is Producer Pain Midstream’s Gain?

Stacey Morris, CFAApr 30, 2018
2018-04-30

We’ve received multiple inbound questions on the Permian Basin lately, particularly in reference...

Index Insights

Are MLPs Really Disappearing?

Stacey Morris, CFAApr 23, 2018
2018-04-23

There’s a common impression (dare we say, misconception?) in the MLP space that MLPs are...

Index Insights

Mailbag: FERC, Reorgs, and Catalysts -- Three Popular MLP Questions with Three Simple Answers

Karyl PatredisApr 18, 2018
2018-04-18

I have a three-year-old little boy, and we’re at the stage where the ride to preschool is an...

Index Insights

Storage Oil Backwardation and Implications for MLPs

Special to VettaFiApr 11, 2018
2018-04-11

While oil storage assets play an important role in the energy value chain, they are not often...

Index Insights

Distribution Coverage: Perhaps a Pleasant Surprise?

Stacey Morris, CFAApr 09, 2018
2018-04-09

Investors occasionally ask us what distribution coverage looks like for MLPs. While it may seem...

Index Insights

Enough About Oil, What About Natural Gas?

Stacey Morris, CFAApr 02, 2018
2018-04-02

Dedicating an entire post to natural gas may be a risky move, given that all anyone ever seems...

Index Insights

Should Midstream Steel Itself for Steel Tariffs?

Stacey Morris, CFAMar 19, 2018
2018-03-19

One of the appeals of investing in energy infrastructure is that it’s real assets. For some...

Index Insights

MLPs Sell Off on Today’s FERC Policy Revision – Warranted or Not?

Stacey Morris, CFAMar 14, 2018
2018-03-14

“Beware the Ides of March!” is ringing true today in MLP land, but we don’t believe the impact...

Index Insights

MLP Structural Simplifications: Part 2 – IDR Eliminations

Stacey Morris, CFAMar 12, 2018
2018-03-12

Last week we discussed reorganizations in the MLP space, and today, we look at the other...

Index Insights

The Evolution of MLP and Energy Infrastructure Products

Special to VettaFiMar 11, 2018
2018-03-11

Since 2004, when the first MLP closed-end fund launched, there have been 112 MLP products...

Index Insights

MLP Structural Simplifications: Part 1 — Reorganizations

Stacey Morris, CFAMar 05, 2018
2018-03-05

Several transactions in the MLP space have been proposed or completed in the name of...

Index Insights

4Q17 MLP Distribution Recap: A Cut-Free Quarter

Karyl PatredisFeb 26, 2018
2018-02-26

How many MLPs grew, maintained, or cut distributions for 4Q17?

Below we have the quarter over...

Index Insights

Monthly Mailbag: Do Lower Corporate Income Taxes Mean Lower Pipeline Rates?

Stacey Morris, CFAFeb 21, 2018
2018-02-21

This earnings season, MLPs have been fielding questions around the impact that the lowered...

Index Insights

Is the US Over-Piped? Part 2 – MLP Pipeline Growth Opportunities

Stacey Morris, CFAFeb 19, 2018
2018-02-19

Last week, we discussed re-contracting risk in the context of the broader question of whether...

Index Insights

Is the US Over-Piped? Part 1: MLP Re-Contracting Risk

Stacey Morris, CFAFeb 12, 2018
2018-02-12

Investors often ask us if the US is over-piped. The question points to two concerns. First, will...

Index Insights

After Four Years of Lagging, Could MLPs Outperform Utilities in 2018?

Stacey Morris, CFAFeb 05, 2018
2018-02-05

In a market where income remains scarce, there are only so many investment options with...

Index Insights

What the New Tax Law Means for MLPs in 2018

Maria HalmoJan 29, 2018
2018-01-29

If you’re a US taxpayer, chances are you’ve used a handy online calculator to estimate the...

Index Insights

Where’s the Growth? 2018 Distribution Guidance for AMZI Constituents

Stacey Morris, CFAJan 18, 2018
2018-01-18

Even as the MLP model evolves and self-funding (equity) becomes the holy grail of MLP Land,...

Index Insights

US Production is Growing, Though You Wouldn’t Know it from the Rig Count

Stacey Morris, CFAJan 09, 2018
2018-01-09

As volume-driven businesses, US production of oil and gas is meaningful for MLPs for filling...

Index Insights

What Are Crude Spreads and Why Do They Matter to MLPs?

Stacey Morris, CFADec 27, 2017
2017-12-27

Crude Spreads 101

When you hear someone talk about oil prices in the US, chances are the person...

Index Insights

I’m Dreaming of a [Green] Christmas

Karyl PatredisDec 24, 2017
2017-12-24

Click here to listen to the audio.

I’m dreaming of a green Christmas
Just like the...

Index Insights

Which Individual MLPs are Most Correlated with Crude Prices?

Stacey Morris, CFADec 20, 2017
2017-12-20

On December 20th, we published a white paper discussing MLPs’ heightened correlation with WTI...

Index Insights

Crude Correlations and MLPs – The Biggest Frustration of 2017

Special to VettaFiDec 20, 2017
2017-12-20

Why have MLPs exhibited a higher correlation with WTI as oil fell and a lower correlation with...

Index Insights

Private Equity in Midstream – The Bad, the Good, and the Unknown

Stacey Morris, CFADec 12, 2017
2017-12-12

The involvement of private equity (PE) firms in the midstream space isn’t new, but lately, PE...

Index Insights

What Is OPEC and Why Should MLP Investors Care?

Karyl PatredisDec 10, 2017
2017-12-10

What is OPEC and why should MLP investors care?

The Organization of the Petroleum Exporting...

Index Insights

FAQs: The Ammys

Karyl PatredisNov 30, 2017
2017-11-30

What are The Ammys?

The Ammys are kind of like the Grammys, Oscars, or ESPYs, but for energy...

Index Insights

Notable Cuts Raise Concern, But Most MLPs Maintained or Grew Distributions in 3Q 2017

Karyl PatredisNov 26, 2017
2017-11-26

How many MLPs grew, maintained, or cut distributions in 3Q 2017?

Below we have the quarter over...

Index Insights

Happy Thanksgiving Day 2017!

Karyl PatredisNov 22, 2017
2017-11-22

First, if you’re reading this, what’re you doing? Hiding from your family? Trying to get out of...

Index Insights

What Happened in October: for MLPs, Money Talks and BS Walks

Maria HalmoNov 19, 2017
2017-11-19

There’s an amazing song by Rihanna, about someone owing her money, that perfectly encapsulates...

Index Insights

Understanding MLP Liquidity

Jon KraynakNov 12, 2017
2017-11-12

A picture is worth a thousand words. Today we’re using a new platform, called Tableau, to look...

Index Insights

The MLP Parity Act is Back! Fourth Time’s a Charm?

Karyl PatredisNov 08, 2017
2017-11-08

What is the MLP Parity Act and why does it matter?

In a volatile political world where it feels...

Index Insights

Are Buybacks Becoming Mainstream for Midstream?

Stacey Morris, CFANov 05, 2017
2017-11-05

When you hear MLPs and buybacks, chances are that you don’t think of dynamic combinations like...

Index Insights

The Irrational Investor: MLPs Trading on UNfundamentals

Maria HalmoOct 29, 2017
2017-10-29

MLPs are on track to have their third worst year in history and unlike all the other bad years,...

Index Insights

How Trump’s Tax Reform Could Both Help and Hurt MLPs and Their Investors

Maria HalmoOct 23, 2017
2017-10-23

President Trump released a framework for his tax reform in late September. This nine-page...

Index Insights

What Do Electric Vehicles Mean for MLPs?

Karyl PatredisOct 16, 2017
2017-10-16

Will widespread use of electric vehicles decrease oil demand in the near future?

Innovation can...

Index Insights

What Happened in September: Are the Good Old Days Returning?

Maria HalmoOct 09, 2017
2017-10-09

With MLPs returning 0.7% on a total return basis in September, it’s hardly something we would...

Index Insights

Higher Than Expected GORs In the Permian Mean MLP Infrastructure Opportunities

Karyl PatredisSep 24, 2017
2017-09-24

Where is all the Permian gas going?

When my brother-in-law married my sister, both she and her...

Index Insights

Five Reasons MLPs Are Underperforming

Maria HalmoSep 19, 2017
2017-09-19

MLPs were down 4.9% in August on a total return basis, marking the worst month since January...

Index Insights

MLPs in the Wake of Hurricane Harvey

Karyl PatredisAug 29, 2017
2017-08-29

Will Hurricane Harvey affect MLPs?

Driving down the Texas coast at night reminds me of being a...

Index Insights

Cut Free Quarter: MLP Distribution Recap 2Q 2017

Karyl PatredisAug 21, 2017
2017-08-21

How many MLPs grew, maintained, or cut distributions in 2Q 2017?

Below we have the quarter over...

Index Insights

MLP Gas Pipeline Projects Near Approval

Karyl PatredisAug 15, 2017
2017-08-15

The FERC has a quorum. Now what?

We’ve had our eye on the Federal Energy Regulatory Commission...

Index Insights

Is the MLP Model Still Relevant?

Maria HalmoAug 09, 2017
2017-08-09

The frantic hysteria over MLPs is fading. This isn’t 2014 when we were obsessed with the ice...

Index Insights

How Trump’s Fracking Rule Repeal Affects MLPs

Karyl PatredisAug 07, 2017
2017-08-07

I heard Trump is trying to repeal Obama’s fracking rule. What does this mean for MLPs?

Let’s...

Index Insights

The Upside of MLP Distribution Cuts

James WangJul 30, 2017
2017-07-30

The Backstory

Distribution growth and MLPs have been historically considered a dynamic duo....

Index Insights

The Next Generation of MLP IPOs

Karyl PatredisJul 24, 2017
2017-07-24

My son has a little plastic “fun bus” that is his most prized possession. The fun bus has been...

Index Insights

Did You Know? All MLPs Are Ineligible to Be in the S&P 500

Maria HalmoJul 18, 2017
2017-07-18

Most people invest in an S&P 500 fund because they want broad exposure to the US stock...

Index Insights

The More Things Change, the More They Stay the Same: Examining the MLP Yield to Treasuries Spread

Karyl PatredisJul 11, 2017
2017-07-11

Do you have an updated yield spread chart?

Almost two years ago, I wrote a post about the ...

Index Insights

What Lies Above: Why Canadian Energy Infrastructure Could Make Sense for Your Portfolio

Maria HalmoJul 02, 2017
2017-07-02

Whoever first quipped that “Americans are benevolently misinformed about Canada” was pretty on...

Index Insights

How Alerian Chooses Energy MLP Classifications

Karyl PatredisJun 21, 2017
2017-06-21

What is the Energy MLP Classification Standard (EMCSSM)?

First introduced in January 2016, the ...

Index Insights

How Moody’s Recent Midstream Energy Methodology Changes Will Affect MLPs

Emily HsiehJun 18, 2017
2017-06-18

For midstream MLPs that are constantly building new infrastructure, the cost at which such...

Index Insights

Waiting on a Quorum: Why New Natural Gas Pipeline Projects Aren’t Getting Approved

Karyl PatredisJun 12, 2017
2017-06-12

When will the FERC be able to approve natural gas pipeline projects again?

In early February,...

Index Insights

Takeaways From PAA’s Analyst Day

Karyl PatredisMay 31, 2017
2017-05-31

Last week, I attended the Plains All American Pipeline (PAA) analyst day. It was held at Minute...

Index Insights

MLP Distribution Recap 1Q17: Still Recovering One Year After the Bottom

Karyl PatredisMay 24, 2017
2017-05-24

How many MLPs grew, maintained, or cut distributions in 1Q 2017?

Well, the first quarter of...

Index Insights

Will the Proposed Tax Reforms Spell the End of MLPs?

Maria HalmoMay 18, 2017
2017-05-18

President Trump has so far only released an outline of his plan, and the Republican plan...

Index Insights

Permania: Why the Permian Is Where the Party At

Karyl PatredisMay 07, 2017
2017-05-07

Why is everyone talking about the Permian?

The Permian Basin is primarily located in West Texas...

Index Insights

Visual Data: MLP Treemaps 2.0

Karyl PatredisApr 23, 2017
2017-04-23

In 2014, we took all the energy MLPs and dumped them into a rectangle. We then broke the...

Index Insights

Finding MLP Maintenance Expenditures

Karyl PatredisApr 10, 2017
2017-04-10

How do I find out how much my favorite is MLP is spending to maintain its assets?

This might be...

Index Insights

How Pipeline Companies Strive for Safety

Karyl PatredisApr 03, 2017
2017-04-03

Are pipelines safe?

Unless you’ve been living under a rock, you know about Energy Transfer...

Index Insights

The SCOOP and STACK Are Heating Up With Positive Implications for Midstream MLPs

Maria HalmoMar 28, 2017
2017-03-28

Just as early snowmelt or increased rainfall in the Rocky Mountains will swell the Colorado...

Index Insights

What’s Happening in MLPs: Differentiating Between Equity Offerings

Maria HalmoMar 21, 2017
2017-03-21

MLPs have secondary equity offerings like I buy new plants—in other words, every time I see an...

Index Insights

Is Increased Fuel Efficiency a Risk to MLPs?

Karyl PatredisMar 19, 2017
2017-03-19

Could decreased fuel consumption lead to lower cash flows for MLPs?

Last week contained lots of...

Index Insights

Energizing American Maritime Act: A Way to Energize Employment?

Karyl PatredisMar 13, 2017
2017-03-13

How could the recently introduced bill requiring 30% of US LNG and crude oil to be exported on a...

Index Insights

Why Small Scale MLP M&A Should Not Be Ignored

Maria HalmoMar 01, 2017
2017-03-01

The first few months of 2017 were full of transformational MLP announcements. Large-scale...

Index Insights

MLP Distribution Recap: 4Q16

Karyl PatredisFeb 27, 2017
2017-02-27

How many MLPs grew, maintained, or cut distributions in 4Q 2016?

It’s time for your quarterly...

Index Insights

Finding Value in MLP IDRs

Maria HalmoFeb 16, 2017
2017-02-16

Incentive distribution rights (IDRs) are one of those often-confusing, MLP-specific quirks that...

Index Insights

Trump Up to BAT

Karyl PatredisFeb 13, 2017
2017-02-13

Why is everyone talking about the Border Adjustment Tax (BAT)?

The year was 1986. Top Gun was...

Index Insights

How Trump Is Changing the Face of the FERC

Karyl PatredisFeb 05, 2017
2017-02-05

How is the FERC impacted by the change in administration?

The Federal Energy Regulatory...

Index Insights

What Happened Last Week: The MLP Impact of Trump’s First Ten Days

Maria HalmoFeb 01, 2017
2017-02-01

Alerian has always cautiously taken the wait-and-see approach to politics. In the last hours of...

Index Insights

Despite Trump’s Freeze, Regulations for MLP Qualifying Income Are Finalized

Karyl PatredisJan 29, 2017
2017-01-29

What do I need to know about the final regulations on qualifying income?

If you’ve been...

Index Insights

MLPs Sit at the Head of the Table

Karyl PatredisJan 18, 2017
2017-01-18

Our Periodic Table of Performance is one of our top 5 most requested charts. Maybe it’s because...

Index Insights

What Happened Last Week in MLPs: Consolidation and Simplification Highlights the Waning Importance of Dropdown Stories

Maria HalmoJan 16, 2017
2017-01-16

DCP Midstream Partners (DPM) started the year off with a bang announcing a simplification...

Index Insights

Alerian Rebalancings: What Happens to MLPs That Are Removed?

Karyl PatredisJan 02, 2017
2017-01-02

In my last post discussing the Alerian Effect, we talked about what happens to an MLP that is...

Index Insights

Jingle Bells: The MLP-Related Verses You Might Not Hear on the Radio

Karyl PatredisDec 22, 2016
2016-12-22

It’s that time again, friends. Time for the annual Christmas Karyl. This year, it’s to the tune...

Index Insights

Alerian Rebalancings: What Happens to MLPs That Are Added?

Karyl PatredisDec 12, 2016
2016-12-12

It’s been a little over a year since we last talked about the Alerian Effect. If you’re...

Index Insights

What Happened Last Week In MLPs: Regulatory Upheaval

Maria HalmoDec 07, 2016
2016-12-07

I spent last week talking to Canadian investors interested in MLPs. Since energy is such a large...

Index Insights

Trading Days to Exit: The Sequel

Karyl PatredisDec 04, 2016
2016-12-04

In August of 2014, we looked at liquidity of MLPs. The point of the original post was to help...

Index Insights

Happy Thanksgiving!

Karyl PatredisNov 23, 2016
2016-11-23

Happy Thanksgiving from the team at Alerian! Please enjoy our acrostic poem that highlights some...

Index Insights

MLP Distribution Recap: 3Q16

Karyl PatredisNov 22, 2016
2016-11-22

How many MLPs grew, maintained, or cut distributions in 3Q 2016?

I received feedback that my 2Q...

Index Insights

Can a Trump Presidency Add Long Term Value to Midstream MLPs?

Maria HalmoNov 20, 2016
2016-11-20

One could argue, President-elect Trump has already added value to MLPs. For midstream names,...

Index Insights

What Happened in October: 3 Challenges for Dropdown MLPs and 3 Ways Their Parent Companies are Helping

Maria HalmoNov 15, 2016
2016-11-15

Investors have long favored those energy infrastructure MLPs considered dropdown stories. A...

Index Insights

Trump’s America: MLPs Gain Following Election

Karyl PatredisNov 13, 2016
2016-11-13

How did MLPs respond in the wake of Trump’s election?

Let’s face it, unless your name is...

Index Insights

Why Foreign Ownership in MLPs Is Up 300% Over the Last 10 Years

Karyl PatredisNov 07, 2016
2016-11-07

Can investors outside the US own MLPs?

Yep. Foreign investors are welcome to be unitholders,...

Index Insights

What Happened Last Week: Why the AMID/JPEP Merger Made MLP History

Maria HalmoNov 02, 2016
2016-11-02

One might have thought the most interesting energy infrastructure news last week was that Energy...

Index Insights

What Happened With Kinder’s Write-Down: The Difference a Decade Makes

Maria HalmoOct 26, 2016
2016-10-26

What to know about KMI’s $350 million write-down of MEP:

1. Potential for ETP, the other 50%...

Index Insights

Three Factors Broadening the MLP Moat

Maria HalmoOct 25, 2016
2016-10-25

Everyone loves Buffett and his advice to look for stocks with a large moat. A moat is really...

Index Insights

What Is Fractionation and Why Should I Care?

Karyl PatredisOct 24, 2016
2016-10-24

What is fractionation?

If you read my article from last week, I talked about gas processing in...

Index Insights

Not All MLP Assets Are Toll Road-Esque: Understanding Gas Processing With Cap’n Crunch

Karyl PatredisOct 17, 2016
2016-10-17

What is gas processing and what kinds of contracts are related to this line of business?

...

Index Insights

What Happened in September: Witchcraft in the Permian

Maria HalmoOct 10, 2016
2016-10-10

The opposite of a blue moon (two full moons in a month) is a black moon, which is the second new...

Index Insights

Upstream Loves Its Midstream Friends

Maria HalmoOct 04, 2016
2016-10-04

When I attended the Enercom Conference for a little cross-training, I did not expect to hear all...

Index Insights

Why MLPs Aren’t a Dying Breed and Why More Regulation Boosts The Value of Existing Pipelines

Karyl PatredisSep 29, 2016
2016-09-29

Last week, I attended the Energy Infrastructure Summit hosted by Vinson & Elkins and Tudor,...

Index Insights

First MLP IPO in 14 Months, Is This the Start of a New Beginning?

Karyl PatredisSep 20, 2016
2016-09-20

I heard there was finally an MLP IPO this year. Will you talk about the IPO and review MLP IPO...

Index Insights

The Dakota Access Pipeline: Desperately Needed or Devastatingly Destructive?

Karyl PatredisSep 13, 2016
2016-09-13

Why is everyone talking about the Dakota Access Pipeline?

There are two sides to every story...

Index Insights

Jerry Jones, Mrs. Jones, and the Jones Act

Karyl PatredisSep 08, 2016
2016-09-08

What’s the Jones Act and how does it relate to MLPs?

As I’ve mentioned many times before, I...

Index Insights

What Happened in August: MLP Management Teams Focus on the Future

Maria HalmoSep 05, 2016
2016-09-05

Earlier this year, MLPs and other energy infrastructure companies were making sweeping financial...

Index Insights

The Half Full Montney

Maria HalmoAug 29, 2016
2016-08-29

The Montney shale is rarely given much time in the U.S. media, and yet it is a major natural gas...

Index Insights

Final MLP Regulation Rumblings From the IRS

Karyl PatredisAug 28, 2016
2016-08-28

What’s the latest with MLP private letter rulings and when will we have the final updates to the...

Index Insights

Message in a Bottle (from the EnerCom conference)

Maria HalmoAug 24, 2016
2016-08-24

Multiple days of whirlwind meetings and learning so much (and fast-thumbs Thelma googling so...

Index Insights

MLP Distribution Recap: 2Q16

Karyl PatredisAug 23, 2016
2016-08-23

How many MLPs grew, maintained, or cut distributions in Q2 2016?

As I’ve mentioned before, MLP...

Index Insights

Can Midstream Contracts Survive Bankruptcy Court?

Karyl PatredisAug 15, 2016
2016-08-15

What is horizontal privity and why is it important?

It’s Saturday night. By a miracle, your...

Index Insights

How to Evaluate an MLP Joint Venture

Maria HalmoAug 10, 2016
2016-08-10

As MLPs exit the energy downturn, JVs have become a popular method not just of...

Index Insights

Fact or Fiction? MLPs Have Been Unable to Issue Equity

Karyl PatredisAug 07, 2016
2016-08-07

Which large cap MLPs have recently issued equity?

Here’s the dill pickles: not issuing equity...

Index Insights

What Happened in July: Consolidation and Conservative Moves

Maria HalmoAug 03, 2016
2016-08-03

In a world of wildcatting oil men, MLP management teams run unsexy, predictable business models....

Index Insights

The Future of Oil Pipeline Tariffs

Karyl PatredisAug 01, 2016
2016-08-01

How much did oil pipeline tariffs change in July?

On Christmas Eve Eve of last year, I wrote a...

Index Insights

Understanding MLP GP Models

Karyl PatredisJul 27, 2016
2016-07-27

What are the different types of MLP GP models?

On the heels of the Plains All American Pipeline...

Index Insights

Retrospective: The First Six Months

Maria HalmoJul 26, 2016
2016-07-26

Sometimes we get so caught up in the day to day news and concerns that we neglect to notice that...

Index Insights

Pipelines in REITs? Real Estate in MLPs?

Karyl PatredisJul 20, 2016
2016-07-20

I’ve always associated real estate with REITs and pipelines with MLPs. Recently, I heard someone...

Index Insights

Pokémon, PAA, and PAGP

Maria HalmoJul 14, 2016
2016-07-14

If you haven’t heard about Pokémon Go, you either know no children, work an insane amount of...

Index Insights

SCOOP and STACK, Bend and Snap

Karyl PatredisJul 10, 2016
2016-07-10

What are the SCOOP and STACK?

I’ve heard the SCOOP and STACK mentioned several times since...

Index Insights

What Happened in June: MLPs Started Announcing Projects Again

Maria HalmoJul 06, 2016
2016-07-06

Which Companies Are Building Where?

Index Insights

Donald vs Hillary: The Energy Policy Debate

Karyl PatredisJul 05, 2016
2016-07-05

Donald Trump finally spoke about his energy policies. What did he say and how do his ideas...

Index Insights

Which MLPs are Spending the Cash Necessary to Grow?

Maria HalmoJun 23, 2016
2016-06-23

Last week, we examined how MLPs spend and categorized the cash necessary to maintain their...

Index Insights

MLPs Have a Mexican Cousin?

Karyl PatredisJun 19, 2016
2016-06-19

MLPs have a Mexican cousin?

I have five first cousins that are awesome! We don’t get to see...

Index Insights

Are MLPs Spending Enough to Maintain Their Assets?

Maria HalmoJun 16, 2016
2016-06-16

Life costs money, and so does running an MLP. To buy or build a new asset, there is an...

Index Insights

MLP Index Constituent Changes: Alerian, You Got Some ’Splainin to Do

Kenny FengJun 16, 2016
2016-06-16

The Biebs is sorry, and so are we. We thought that the methodology revisions announced earlier...

Index Insights

Will MLPs Ever Take Their Crown Back?

Karyl PatredisJun 12, 2016
2016-06-12

Will MLPs ever take their crown back?

Up until recently, MLPs have been at the top of Alerian’s...

Index Insights

Worried About Missing the MLP Recovery Boat? Small Caps Still Have Furthest to Go

Maria HalmoJun 09, 2016
2016-06-09

Let’s be honest: the Alerian team is a bunch of stat nerds. We spend a lot of time, even our...

Index Insights

MLPs Are Up 50 Percent Over the Past Four Months. What’s Next?

Karyl PatredisJun 05, 2016
2016-06-05

MLPs are up 50% over the past four months. What’s next?

At the beginning of this year, we...

Index Insights

What Happened in May: 5 MLPs See a Brighter Day, But 2 Others Sail Away

Maria HalmoJun 02, 2016
2016-06-02

As a child, I told the same joke every spring: If April showers bring May flowers, what do...

Index Insights

Distribution Growth: It’s a Lumpy Ride

Karyl PatredisJun 01, 2016
2016-06-01

The idea that the majority of MLPs have steady and growing distributions is firmly planted in...

Index Insights

Size Matters: Defining and Comparing Small-, Mid-, and Large-cap MLPs

Special to VettaFiMay 31, 2016
2016-05-31

They say that everything is bigger down here in Texas but is bigger really better? What does...

Index Insights

AMZ Anniversary Countdown: 2016

Karyl PatredisMay 31, 2016
2016-05-31

Happy 10th Birthday, AMZ!

We’re celebrating 10 years of the Alerian MLP Index (AMZ) by eating...

Index Insights

AMZ Anniversary Countdown: 2015

Emily HsiehMay 30, 2016
2016-05-30

AMZ Total Return: -32.9%
Annualized Standard Deviation: 31.1%
Average Yield: 6.9%
Average Spread...

Index Insights

AMZ Anniversary Countdown: 2014

Emily HsiehMay 24, 2016
2016-05-24

AMZ Total Return: 4.8%
Annualized Standard Deviation: 18.9%
Average Yield: 5.6%
Average Spread...

Index Insights

What Is the International Energy Outlook for 2016?

Karyl PatredisMay 19, 2016
2016-05-19

What is the international energy outlook for 2016?

The reading schedule at my high school was ...

Index Insights

Many MLP CEF Investors Are Using the Wrong Benchmark – Are You?

James WangMay 18, 2016
2016-05-18

Today there are 95 publicly-traded energy MLP-access products on the market; a figure that...

Index Insights

AMZ Anniversary Countdown: 2013

Emily HsiehMay 17, 2016
2016-05-17

AMZ Total Return: 27.6%
Annualized Standard Deviation: 13.2%
Average Yield: 5.9%
Average Spread...

Index Insights

Has the MLP Market Bottomed, or Is This a Dead Cat Bounce?

Maria HalmoMay 15, 2016
2016-05-15

They say no one rings a bell at the top or the bottom of a market, but have you ever heard an...

Index Insights

AMZ Anniversary Countdown: 2012

Emily HsiehMay 10, 2016
2016-05-10

AMZ Total Return: 4.8%
Annualized Standard Deviation: 12.6%
Average Yield: 6.2%
Average Spread...

Index Insights

Calling the MLP Bottom (After Three Months and a 50% Bounce)

Kenny FengMay 09, 2016
2016-05-09

It is admittedly gutless to call the MLP bottom after three months and a 50% bounce. Worse, I’m...

Index Insights

Is There a Difference in the Permitting Process for Oil Pipelines Versus Natural Gas Pipelines?

Karyl PatredisMay 08, 2016
2016-05-08

Is there a difference in the permitting process for oil pipelines versus natural gas pipelines?...

Index Insights

What Happened in April – Everyone Is Getting Ready

Maria HalmoMay 05, 2016
2016-05-05

For MLPs and energy infrastructure companies, April was spent getting ready. MLPs, as measured...

Index Insights

Distribution Growth Reveals that MLPs are Becoming a Mature, Not Emerging, Asset Class

Maria HalmoMay 04, 2016
2016-05-04

Let’s face it: investors are obsessed with MLP distributions and distribution growth. This...

Index Insights

AMZ Anniversary Countdown: 2011

Emily HsiehMay 03, 2016
2016-05-03

AMZ Total Return: 13.9%
Annualized Standard Deviation: 18.9%
Average Yield: 6.3%
Average Spread...

Index Insights

How Is Natural Gas Stored?

Karyl PatredisMay 02, 2016
2016-05-02

How is natural gas stored?

We get a box of diapers each month for our one-year-old son. The...

Index Insights

AMZ Anniversary Countdown: 2010

Emily HsiehApr 26, 2016
2016-04-26

AMZ Total Return: 35.9%
Annualized Standard Deviation: 15.9%
Average Yield: 6.8%
Average Spread...

Index Insights

How Has the Crude Oil Storage Landscape Changed Over the Last Year?

Karyl PatredisApr 24, 2016
2016-04-24

How has the crude oil storage landscape changed over the last year?

About a year ago, I wrote...

Index Insights

If an MLP Cuts Its Distribution, How Should the CEO Be Paid?

Maria HalmoApr 20, 2016
2016-04-20

Last week, we discussed how some of the CEOs of the MLPs with the highest distribution growth in...

Index Insights

AMZ Anniversary Countdown: 2009

Emily HsiehApr 19, 2016
2016-04-19

AMZ Total Return: 76.4%
Annualized Standard Deviation: 24.4%
Average Yield: 9.3%
Average Spread...

Index Insights

How Has the Outlook for Midstream Infrastructure Changed Since 2014?

Karyl PatredisApr 17, 2016
2016-04-17

How has the outlook for midstream infrastructure changed since 2014?

The Dallas Stars are in...

Index Insights

Getting What You Pay For: How Top Distribution Growers Reward Their CEOs

Maria HalmoApr 14, 2016
2016-04-14

Wanna Make a Minimum of $500,000 Per Year?
Americans are pretty tight-lipped about how much they...

Index Insights

AMZ Anniversary Countdown: 2008

Emily HsiehApr 12, 2016
2016-04-12

AMZ Total Return: -36.9%
Annualized Standard Deviation: 41.8%
Average Yield: 8.4%
Average Spread...

Index Insights

Small- vs Mid- vs Large-Cap MLPs. The Ultimate Showdown.

James WangApr 11, 2016
2016-04-11

In our previous article we looked at the construction and composition of the Alerian Size...

Index Insights

How Has Lifting the Crude Oil Export Ban Affected the Market?

Karyl PatredisApr 10, 2016
2016-04-10

How has lifting the crude oil export ban affected the market?

You know how on crime shows when...

Index Insights

US Energy Demand Provides a Stable Foundation for MLPs

Maria HalmoApr 06, 2016
2016-04-06

The basic energy infrastructure investment thesis generally runs as follows: North America is an...

Index Insights

AMZ Anniversary Countdown: 2007

Emily HsiehApr 05, 2016
2016-04-05

AMZ Total Return: 12.7%
Annualized Standard Deviation: 12.7%
Average Yield: 6.0%
Average Spread...

Index Insights

Why Is the LNG Market Weak?

Karyl PatredisApr 04, 2016
2016-04-04

Why is the LNG market weak?

“You can never have too much of a good thing” is a phrase you’ve...

Index Insights

Energy Infrastructure Unravelling and Knitting Together

Maria HalmoApr 03, 2016
2016-04-03

Over the past two years, as crude prices fell, upstream MLPs were hurt the worst, but gathering...

Index Insights

Is Bigger Always Better? Introducing the Alerian MLP Size Indices

James WangMar 31, 2016
2016-03-31

They say that everything is bigger down here in Texas but is bigger really better? What does...

Index Insights

What do Twitter and the Alerian MLP Index Have in Common?

Kenny FengMar 30, 2016
2016-03-30

Twitter and the Alerian MLP Index (AMZ) are both platforms for communicating information. It...

Index Insights

Is This the Bottom of the Coal Cycle, or Is It the End of an Era?

Karyl PatredisMar 27, 2016
2016-03-27

Is this the bottom of the coal cycle, or is it the end of an era?

Times are tough for almost...

Index Insights

Where to Invest When the Cycle Turns

Maria HalmoMar 23, 2016
2016-03-23

Correlation is a slippery beast. It varies drastically depending on the time period and time...

Index Insights

Do You Have Historical MLP Classification Data?

Karyl PatredisMar 20, 2016
2016-03-20

I read about Alerian’s new Energy MLP Classification Standard (EMCSSM). Do you have historical...

Index Insights

Investment Grade On the Edge

Maria HalmoMar 16, 2016
2016-03-16

Moody’s Ratings for All Energy MLPs

Index Insights

What Are Some Alternative Capitalization Strategies MLPs Can Employ in This Environment?

Karyl PatredisMar 13, 2016
2016-03-13

What are some alternative capitalization strategies MLPs can employ in this environment?

Anyone...

Index Insights

The Shortcomings of MLP Valuation Shortcuts (and the Work Necessary to Find Real Value)

Maria HalmoMar 09, 2016
2016-03-09

When it comes to valuing midstream MLPs, many valuation lessons have already been learned....

Index Insights

What Are the Presidential Candidates Saying About Energy?

Karyl PatredisMar 06, 2016
2016-03-06

What are the presidential candidates saying about energy? How could their policies affect MLPs?...

Index Insights

Punxsutawney Phil Said Spring Will Come Early, but Will the Oil Recovery?

Maria HalmoMar 02, 2016
2016-03-02

February is the sort of brutal month where everyone starts to be convinced that winter will...

Index Insights

How Does Alerian Calculate Distribution Growth?

Karyl PatredisFeb 28, 2016
2016-02-28

How do you calculate distribution growth?

If a slide could be awarded an Ammy for popularity,...

Index Insights

What Happened in January: Bad News and Worse News

Maria HalmoFeb 25, 2016
2016-02-25

Kanye West is $53 million in debt, and Kim Kardashian (incredible business woman and also Kanye’...

Index Insights

Risk Risk Baby. Are MLPs Ice Cold?

Maria HalmoFeb 11, 2016
2016-02-11

Expected bad news, even pain, is easier to bear than uncertainty. An annual car insurance bill...

Index Insights

If a Producer Goes Into Bankruptcy, How Will That Affect Midstream Contracts?

Karyl PatredisFeb 04, 2016
2016-02-04

If a producer goes into bankruptcy, how will that affect existing midstream contracts?

Middle...

Index Insights

Introducing the Energy MLP Classification Standard (EMCS(SM))

Karyl PatredisJan 28, 2016
2016-01-28

Last week, Alerian announced the Energy MLP Classification Standard (EMCSSM) the first framework...

Index Insights

What Are Some Examples of Alternative Financing Options Available to MLPs?

Karyl PatredisJan 26, 2016
2016-01-26

What are some examples of alternative financing options available to MLPs?

15 years ago in a...

Index Insights

What a Difference a Year Makes

Maria HalmoJan 18, 2016
2016-01-18

Last year, I wrote an article about MLP investor fears for 2015; looking back over the year,...

Index Insights

What’s the Update on Fracking?

Karyl PatredisJan 12, 2016
2016-01-12

My son started a new class at preschool last week. It only took one day of exposure to new germs...

Index Insights

Free Pass to the Marcellus-Utica Midstream Conference and Exhibition

Karyl PatredisJan 11, 2016
2016-01-11

Didn’t get exactly what you wanted this holiday? If you’re me, you now have a giant teddy bear...

Index Insights

The 12 Days of MLP Christmas

Karyl PatredisDec 23, 2015
2015-12-23

Do you know how you feel kind of awkward when you’re being caroled to by a group of overly...

Index Insights

Why Is the FERC Index Methodology Changing from PPI + 2.65% to PPI + 1.23%?

Karyl PatredisDec 22, 2015
2015-12-22

Why is the FERC index methodology changing from PPI + 2.65% to PPI + 1.23%?

As much as I’m sure...

Index Insights

The Brave New World of MLP Financing

Maria HalmoDec 21, 2015
2015-12-21

Kinder Morgan (KMI) has been making headlines for the past few weeks. First, cryptically holding...

Index Insights

Kinder Morgan Announced a Distribution Cut. Will Other MLPs Do the Same?

Karyl PatredisDec 20, 2015
2015-12-20

Kinder Morgan announced a distribution cut. Will other MLPs do the same?

We’re pretty sure...

Index Insights

Do I Have to Worry About UBTI If I Own an MLP ETF in an IRA?

Karyl PatredisDec 07, 2015
2015-12-07

Do I have to worry about UBTI if I own an MLP ETF in an IRA?

The short answer is no. But that...

Index Insights

What Happens When the Going Gets Tough?

Maria HalmoDec 03, 2015
2015-12-03

It’s no secret that things are rough out there. MLPs and millennials have a lot in common these...

Index Insights

MPLX/MWE Merger Vote Post-Mortem: The 20% That Won’t Be Giving Thanks This Holiday Season

Maria HalmoDec 01, 2015
2015-12-01

Thanksgiving is a dramatic family holiday. In Rockwell’s America, we sit down with our loving...

Index Insights

Is There Anything for MLP Investors to Be Thankful for This Year?

Karyl PatredisNov 24, 2015
2015-11-24

Is there anything for MLP investors to be thankful for this year?

Some years are better than...

Index Insights

From the Horse’s Mouth: Inside Energy Transfer’s Analyst Day

Emily HsiehNov 19, 2015
2015-11-19

Earlier this week, I attended day two of the Energy Transfer family of partnerships analyst day,...

Index Insights

SXL and SUN Analyst Day: Togetherness, Tacos, and Taylor Swift

Karyl PatredisNov 19, 2015
2015-11-19

This time last year, I was eight months pregnant, crude oil prices were around $76 a barrel, and...

Index Insights

Should MLP Investors Pay Attention to Inventory Data?

Karyl PatredisNov 17, 2015
2015-11-17

Should MLP investors pay attention to the weekly EIA/API oil inventory data, i.e. would a draw...

Index Insights

Activist Investors: Creating, Not Managing, MLPs

Maria HalmoNov 15, 2015
2015-11-15

I don’t know what I was thinking when I pitched this article to my editor. The unique corporate...

Index Insights

Inaugural Ammy Awards

Karyl PatredisNov 09, 2015
2015-11-09

In honor of the upcoming tenth anniversary of the Alerian MLP Index (AMZ), we are delighted to...

Index Insights

Monday Mailbag: Keystone XL

Karyl PatredisNov 08, 2015
2015-11-08

I heard that Keystone XL did not receive approval. What does this mean for MLPs?

On Friday,...

Index Insights

What Happened in October: Winter Is Coming but the Cold Never Bothered Me Anyway

Maria HalmoNov 05, 2015
2015-11-05

The best costume I saw this year was Jon Snow White. Go ahead, google it. It’s fabulous, and...

Index Insights

Dogs of the AMZ

Maria HalmoNov 04, 2015
2015-11-04

Credit for the popularity of the Dogs of the Dow theory goes to Michael B. O’Higgins. The claim...

Index Insights

Monday Mailbag: The Weather Outside Is Frightful

Karyl PatredisNov 01, 2015
2015-11-01

How does weather impact MLPs?

“Oh the weather outside is frightful, but the fire is so...

Index Insights

MLP Maximum Drawdowns: What Statistics Tell Us

Maria HalmoOct 27, 2015
2015-10-27

I’m dating a pediatrician, and statistics is pretty much the only place our jobs overlap....

Index Insights

Monday Mailbag: When 89% Is Considered Failing

Karyl PatredisOct 25, 2015
2015-10-25

What happens if an MLP fails to meet Section 7704 income requirements?

Up until fifth grade, I’d...

Index Insights

Monday Mailbag: How Do Incentive Distribution Rights Work?

Karyl PatredisOct 19, 2015
2015-10-19

I’ve heard people say a certain MLP is in the “high splits” or “50/50 splits” with its GP. If a...

Index Insights

General Partners, Part 3: When Crude Gets Bad, Does Being In the High Splits Make It Worse?

Maria HalmoOct 15, 2015
2015-10-15

In last quarter’s installment, we examined how an MLP in the high splits would pay increasing...

Index Insights

Free Pass to the Platts Oil and Gas Acquisition and Divestiture Outlook Conference

Karyl PatredisOct 14, 2015
2015-10-14

We are on fire with the giveaways this week. More weeks like this and we’ll be more popular than...

Index Insights

Monday Mailbag: Why Gathering and Processing MLPs Might Be Sensitive to Commodity Prices

Karyl PatredisOct 14, 2015
2015-10-14

I’ve heard that gathering and processing MLPs have some sensitivity to commodity prices....

Index Insights

Free Passes to the Tulsa MLP Conference

Karyl PatredisOct 12, 2015
2015-10-12

OOOOOKlahoma, where the wind comes sweepin’ down the plain. That’s right y’all, Oklahoma has...

Index Insights

Monday Mailbag: Am I or Am I Not Invested in Upstream MLPs?

Karyl PatredisOct 04, 2015
2015-10-04

What percentage of the Alerian MLP Infrastructure Index (AMZI) consists of upstream names?

The...

Index Insights

What Happened in September: Six Things Only People Who Followed MLPs During the Financial Crisis Will Remember

Maria HalmoSep 30, 2015
2015-09-30

Did you know it’s not safe to wear a seat belt? If you’re driving across a frozen lake and the...

Index Insights

High Trading Volume: A Flight to Quality or a Risk-Off Play?

Maria HalmoSep 29, 2015
2015-09-29

In our conversations this year with management teams, sell-side analysts, portfolio managers,...

Index Insights

Monday Mailbag: How To, Part 2

Karyl PatredisSep 28, 2015
2015-09-28

If an MLP is expected to be removed from the AMZI, how many units of that MLP will need to be...

Index Insights

Alerian Rebalancings: What Happens After the One-Day Alerian Inclusion Effect?

Emily HsiehSep 22, 2015
2015-09-22

On September 11th, Alerian announced that following the close of business on September 18th,...

Index Insights

Monday Mailbag: How To, Part 1

Karyl PatredisSep 21, 2015
2015-09-21

If an MLP is expected to be removed from the AMZ, how many units of that MLP will need to be...

Index Insights

The End of an MLP Era

Kenny FengSep 15, 2015
2015-09-15

It’s been ugly for MLPs over the last 12 months, with the Alerian MLP Index (AMZ) off 29.3%...

Index Insights

Monday Mailbag: The Bear Hug, the White Knight, and the Poison Pill

Karyl PatredisSep 13, 2015
2015-09-13

I read that Energy Transfer is attempting to takeover Williams. Are hostile takeovers common in...

Index Insights

Monday Mailbag: What Happens to MLPs if the Crude Oil Export Ban Is Lifted?

Karyl PatredisSep 07, 2015
2015-09-07

I’ve heard that a bill is being fast tracked to allow crude exports. First, how likely do you...

Index Insights

What Happened in August: Easy MLP Money; Easy MLP Losses. Forget It, Let’s Go on Vacation.

Maria HalmoSep 02, 2015
2015-09-02

I think August is a great month for vacations. In the Northern Hemisphere, it’s too hot to work...

Index Insights

Yes, MLPs Are Still Building New Infrastructure

Emily HsiehSep 01, 2015
2015-09-01

If there’s anything we’ve learned since the official launch of Alerian Insights a little over a...

Index Insights

Why MLPs Are Down: Rig Count? Volumes?

Maria HalmoSep 01, 2015
2015-09-01

In a previous post, we examined how MLPs remain uncorrelated to commodity prices, even in this...

Index Insights

Monday Mailbag: List of MLPs

Karyl PatredisAug 30, 2015
2015-08-30

Where can I find a list of MLPs?

We keep a running list of all MLPs—energy, financial, other,...

Index Insights

How Many MLPs Have a Female CEO (And Why You Should Care)

Maria HalmoAug 26, 2015
2015-08-26

August 26th isWomen’s Equality Day, but that’s just my excuse for this article. Does the gender...

Index Insights

Monday Mailbag: Crude Oil Exports and Lunchroom Shenanigans

Karyl PatredisAug 25, 2015
2015-08-25

I heard that the US will soon be able to export crude oil to Mexico. Is this true?

Today marks...

Index Insights

Monday Mailbag: Preseason

Karyl PatredisAug 16, 2015
2015-08-16

In a previous mailbag, you discussed how the Federal Register released proposed regulations on...

Index Insights

Is It Time to Go All In on MLPs? (Or Is DCA the Smarter Choice?)

Maria HalmoAug 13, 2015
2015-08-13

I grew up in rural America, and despite my Irish/German/Slovakian community, my parents were...

Index Insights

What Happened in July: Three Possible Scenarios for Things to Get Worse for MLPs and 32 Reasons Not to Panic

Maria HalmoAug 11, 2015
2015-08-11

If you’ve been following MLPs and energy infrastructure at all in July, you already know what...

Index Insights

Monday Mailbag: IDK About WTI

Karyl PatredisAug 10, 2015
2015-08-10

I keep hearing analysts comment on Brent, WTI, and LLS. What are they talking about?

And then...

Index Insights

The Two Reasons for MLP Investor Insomnia Last Night

Maria HalmoAug 05, 2015
2015-08-05

Traditionally, Alerian does not comment on intraday performance as we believe that MLPs should...

Index Insights

Monday Mailbag: RIC Flair

Karyl PatredisAug 03, 2015
2015-08-03

What is the difference between a RIC and a non-RIC fund?

As an eight-year-old, I had a secret...

Index Insights

Monday Mailbag: Yield Spread

Karyl PatredisJul 27, 2015
2015-07-27

MLP yields are approaching 7%. How should I be interpreting this?

The below chart shows the...

Index Insights

General Partners, Part 2: Why Cash Flows and Distributions Don’t Grow in Lockstep

Maria HalmoJul 22, 2015
2015-07-22

I hate to bring up tax time in July, but for those of you who filed for an extension, hopefully...

Index Insights

White Paper: Taking the Passive Versus Active Debate to MLPs

Emily HsiehJul 20, 2015
2015-07-20

Decisions, decisions. Figuring out the best way to access MLPs for your portfolio is a...

Index Insights

Monday Mailbag: Renovations and Reform

Karyl PatredisJul 19, 2015
2015-07-19

Do you think the beneficial tax status of MLPs will be eliminated?

My sister is the queen of...

Index Insights

By the Numbers: A Comprehensive List of MLPs and Their Credit Ratings

Maria HalmoJul 15, 2015
2015-07-15

Hopefully, you’ve already read the previous installments of this series. MLPs Making the Grade,...

Index Insights

Monday Mailbag: YieldCos

Karyl PatredisJul 12, 2015
2015-07-12

What are YieldCos and why are they often compared to MLPs?

YieldCos and MLPs are often compared...

Index Insights

The Lawrence Livermore National Laboratory’s US Energy Flow Chart

Kenny FengJul 09, 2015
2015-07-09

Sometimes, to equip investors to make informed decisions about MLPs and energy infrastructure...

Index Insights

Cypress Analyst Day: Providing Midstream Services to the Midstream Providers

Maria HalmoJul 08, 2015
2015-07-08

Up until the past few years, every MLP presentation I gave was an MLP 101 presentation. One of...

Index Insights

How a Canadian Pipeline Company Invests in US Energy Infrastructure

Maria HalmoJul 07, 2015
2015-07-07

Pembina Pipeline (TSX: PPL, NYSE: PBA) had a roller coaster year. The stock price remained...

Index Insights

What Happened in June: Save the MLPs!

Maria HalmoJul 06, 2015
2015-07-06

After college, a small group of us made a point of attending girls’ weekends at least once or...

Index Insights

Research Spotlight: MLPs Making the Grade, Part 2: Credit Ratings as MLP Report Cards

Maria HalmoJul 01, 2015
2015-07-01

In Part 1, we discussed why an equity investor in a particular MLP might care about how its debt...

Index Insights

Monday Mailbag: FERCalicious

Emily HsiehJun 29, 2015
2015-06-29

How much will tariffs increase on interstate liquids pipelines beginning July 1, 2015?

July 1st...

Index Insights

Research Spotlight: MLPs Making the Grade, Part 1

Maria HalmoJun 24, 2015
2015-06-24

Prevailing wisdom says that an investment grade company is a generally safer investment. If you...

Index Insights

Monday Mailbag: Couch Potato

Karyl PatredisJun 23, 2015
2015-06-23

What is the difference between firm and interruptible services?

Our Blue Merle Sheltie, Crosby,...

Index Insights

Monday Mailbag: Tall Drink of Water

Karyl PatredisJun 15, 2015
2015-06-15

Does fracking poison our drinking water?

We’ve all been asked if we think the glass if half full...

Index Insights

Plains All American (PAA, PAGP): The Signal to Noise Ratio Depends on Where You’re Standing

Maria HalmoJun 14, 2015
2015-06-14

Why do you invest? Is it to earn as much money as possible? Is it to use your capital in a way...

Index Insights

Not All MLPs Are Created Equal: Introducing an Interactive Energy Value Chain

Karyl PatredisJun 09, 2015
2015-06-09

Index Insights

Monday Mailbag: Method to My Madness

Karyl PatredisJun 08, 2015
2015-06-08

The cat is out of the bag and they’ve spilled the beans: the IRS has issued the proposed...

Index Insights

MarkWest Energy Partners (MWE): Putting All Your Eggs in One Basket? Make Sure It’s a Good Basket: A Review of the MarkWe

Maria HalmoJun 07, 2015
2015-06-07

The commodity price environment is tough right now. No one—including MarkWest Energy Partners...

Index Insights

What Happened in May? Think Horses Not Zebras

Maria HalmoJun 03, 2015
2015-06-03

When you work with energy MLPs, and your girlfriend is a pediatrician, there’s not much overlap...

Index Insights

Cheniere Analyst Day: The Final Chapters in This Speculative Story with the Sequel Not Far Away

Maria HalmoJun 01, 2015
2015-06-01

On April 8th, Cheniere—that is, Cheniere Energy Inc (LNG), Cheniere Energy Partners (CQP), and...

Index Insights

Taking the Passive Versus Active Debate to MLPs

Special to VettaFiJun 01, 2015
2015-06-01

How do you choose between over 85 publicly traded MLP access products? The first step is to...

Index Insights

Happy Birthday, AMZ!

Karyl PatredisMay 31, 2015
2015-05-31

On June 1, 2006, Alerian launched the first real-time index to track MLP performance, the ...

Index Insights

How do MLPs Respond in Rising Interest Rate Environments?

Special to VettaFiMay 31, 2015
2015-05-31

With interest rates at historic lows and interest rate fears at historic highs, this piece...

Index Insights

CSI Compressco Analyst Day: Getting Schooled on Compression in MLPs

Maria HalmoMay 28, 2015
2015-05-28

Part of this analyst day included a tour of their Midland facility. Now, Midland might not be...

Index Insights

Does EnLink Have What It Takes to Double in Two Years?

Maria HalmoMay 26, 2015
2015-05-26

Perhaps it’s due to my history as a college cheerleader for a football teamknown for its losing...

Index Insights

MLPs Are Not An Asset Class. Here’s what happened in April to prove it.

Maria HalmoMay 25, 2015
2015-05-25

MLPs have traded basically sideways for the majority of 2015. Some months they’re down; some...

Index Insights

When Is a Utility Not a Utility? A Review of the Recent Sempra Analyst Day

Maria HalmoMay 20, 2015
2015-05-20

We weren’t able to attendthe Sempra Energy (SRE) Analyst Day (slides available here), and...

Index Insights

Williams Does Not Quack Like a Duck

Maria HalmoMay 19, 2015
2015-05-19

My mother and I look just like each other. So much so that if you hold up pictures of us when...

Index Insights

Monday Mailbag: Dividends, Price Return, and Total Return

Karyl PatredisMay 18, 2015
2015-05-18

In this post you walked through how index yield is calculated. Do you publish the AMZ index...

Index Insights

MDU Resources (MDU): Breaking Up Is Hard to Do

Kenny FengMay 12, 2015
2015-05-12

On the eve of its March 5th analyst day, MDU Resources (MDU) was trading 35% lower than a year...

Index Insights

Monday Mailbag: AMZ Yield Calculation

Karyl PatredisMay 12, 2015
2015-05-12

I’m lookingat the AMZ Values Spreadsheet. When will the yield reflect distribution increases?

...

Index Insights

Just Happened: Enterprise Analyst Day

Kenny FengMay 07, 2015
2015-05-07

How do you condense a 32.3-megabyte, 206-slide analyst day presentation (available here) by...

Index Insights

What Happened: MLPs Get Creative in March

Maria HalmoMay 06, 2015
2015-05-06

Our CEO’sepic March Madness bracket aside, this month, quarter, and year all got off to a...

Index Insights

Just Happened: Martin Midstream Analyst Day

Maria HalmoMay 05, 2015
2015-05-05

The Martin Midstream Partners (MMLP) Analyst Day (slides available here) was pretty packed with...

Index Insights

What Happened: February – Does Anyone Feel the Love?

Maria HalmoMay 05, 2015
2015-05-05

February can be a month for haters. There are those who ignore the Hallmark holiday, and those...

Index Insights

Monday Mailbag: May the 4th Be with You

Karyl PatredisMay 04, 2015
2015-05-04

What’s going on with crude oil storage?

Well, it’s happened. I’ve been married for two whole...

Index Insights

Monday Mailbag: MLP Conflicts Committees

Karyl PatredisApr 27, 2015
2015-04-27

What are MLP conflicts committees and how do they work?

As our MLP 201 explains, MLPs generally...

Index Insights

Monday Mailbag: When Convenience Is Confusing

Karyl PatredisApr 19, 2015
2015-04-19

I’ve noticed that a handful of MLPs own gas stations. I thought MLPs were not involved in retail...

Index Insights

Monday Mailbag: I Feel the Earth Move Under My Feet

Karyl PatredisApr 13, 2015
2015-04-13

Texas has experienced nine earthquakes in the past month. Is this because of fracking?

It’s no...

Index Insights

Monday Mailbag: Regulations and Rigamaroo

Karyl PatredisApr 06, 2015
2015-04-06

The IRS announced the end of the PLR pause. When will they release the newly proposed...

Index Insights

We're Hiring!

Maria HalmoMar 03, 2015
2015-03-03

Alerian was built on the idea that a really smart, friendly, willing-to-pitch-in person is an...

Index Insights

Visual Data: The One-Minute MLP Primer

James WangMar 02, 2015
2015-03-02

And with that clickbait title, here’s the one-minute investment case for MLPs. Feel free...

Index Insights

By the Numbers: Increasing Legislative Risk for MLPs?

Maria HalmoFeb 18, 2015
2015-02-18

On February 2nd, the Obama Administration released its budget for 2016. Since 2009, the...

Index Insights

Just Happened: Dominion Analyst Day

Kenny FengFeb 17, 2015
2015-02-17

If you’re invested in MLPs for their current income, then Dominion Midstream Partners (DM)is not...

Index Insights

What Happened: As Goes January, So Goes the Year?

Maria HalmoFeb 17, 2015
2015-02-17

January may not be a crystal ball for the rest of the year, but it’s still an important month....

Index Insights

By the Numbers: Distributions in Jeopardy?

Maria HalmoFeb 09, 2015
2015-02-09

If you called or emailed Alerian with a question about commodity prices over the past several...

Index Insights

Just Happened: Spectra Analyst Day

Kenny FengFeb 05, 2015
2015-02-05

It must feel good when your stock trades up 4.4% on the day that you host your analyst meeting....

Index Insights

Just Happened: Analyst Day Catch-Up, Marine Edition (GasLog, Hoegh)

Kenny FengFeb 04, 2015
2015-02-04

Here’s the third and final installment of the Analyst Day Catch-Up. Today, we tackle the...

Index Insights

Just Happened: Kinder Morgan Analyst Day

Maria HalmoFeb 01, 2015
2015-02-01

Being the first of the year, the Kinder Morgan Analyst Day (presentation available here) had a...

Index Insights

Just Happened: Analyst Day Catch-Up, Canadian Edition (GEI, IPL, TransCanada)

Kenny FengFeb 01, 2015
2015-02-01

Here’s the second installment of the analyst day catch-up. If you missed the US edition,...

Index Insights

Just Happened: Analyst Day Catch-Up, US Edition (ATO, ONEOK, SXE, Tesoro)

Kenny FengJan 26, 2015
2015-01-26

In a story we broke earlier this month, oil prices are down more than 50% from their June 20th...

Index Insights

Monday Mailbag: Commodity Prices, Hostile Alien Invasions, and Other MLP Investing Fears

Maria HalmoJan 25, 2015
2015-01-25

What fears are keeping MLP investors pacing their bedrooms at 2am?

You mean besides commodity...

Index Insights

Just Happened: Energy Transfer Analyst Day

Maria HalmoJan 20, 2015
2015-01-20

When we finally got to the eponymous part of the day, the format switched a bit. For Energy...

Index Insights

What Happened: What the King Thinks of Chicken Little (December 2014)

Maria HalmoJan 13, 2015
2015-01-13

Index Insights

By the Numbers: Dancing with Commodity Prices

Maria HalmoJan 06, 2015
2015-01-06

The original cotillion was an 18th century social dance that involved four couples dancing...

Index Insights

Just Happened: SUN Analyst Day

Maria HalmoJan 04, 2015
2015-01-04

Together with our President and CEO, Kenny Feng, I attended the second day of analyst days for...

Index Insights

By the Numbers: The Times They Are A-Changin’

Kenny FengJan 01, 2015
2015-01-01

Index Insights

Happy Holidays!

James WangDec 23, 2014
2014-12-23

Index Insights

Just Happened: AltaGas Analyst Day

Maria HalmoDec 16, 2014
2014-12-16

While unable to attend the AltaGas (TSX: ALA) Analyst Day in person, I still appreciate that it...

Index Insights

Alerian Featured: ETF Report – The Die-Hard Appeal of MLPs with Kenny Feng

Emily HsiehDec 16, 2014
2014-12-16

Wondering why MLP performance has been struggling the last few months?
Wondering whether other...

Index Insights

What Happened: Conspiracy Theories Abound in November

Maria HalmoDec 11, 2014
2014-12-11

Our Dallas office is less than a mile from Dealey Plaza,the grassy knoll, and the Sixth Floor...

Index Insights

Alerian Explains: Emerge Energy Services

Maria HalmoDec 11, 2014
2014-12-11

While not a traditional MLP, Emerge Energy Services (EMES) has caught the eye of many an MLP...

Index Insights

Just Happened: SXL and RGP Analyst Day

Emily HsiehNov 19, 2014
2014-11-19

Despite being 0.4 miles from our office, fellow Alerianite Karyl Patredis and I drove to the...

Index Insights

Monday Mailbag: Election Edition

Maria HalmoNov 18, 2014
2014-11-18

How will a GOP-controlled Senate affect the approval of Keystone XL?

Yesterday, the Senate...

Index Insights

Just Happened: Global Partners Analyst Day

Maria HalmoNov 18, 2014
2014-11-18

Global Partners (GLP) chose the unusual location of Portland, OR for its analyst day this year...

Index Insights

What Happened: The Spookiest October?

Maria HalmoNov 05, 2014
2014-11-05

Did you think this October was the scariest October yet? (You’d be wrong about that—2008 was...

Index Insights

Monday Mailbag: Methodology Changes

Maria HalmoNov 04, 2014
2014-11-04

We took a couple of extra days this week on the Monday Mailbag to give everyone time to submit...

Index Insights

Alerian Interviews: MarkWest Energy Partners

Emily HsiehOct 30, 2014
2014-10-30

The “This Ain’t My First Rodeo” interview series features executives that have been at...

Index Insights

Alerian Explains: The EnLink Family

Maria HalmoOct 28, 2014
2014-10-28

Talk about a roller coaster of time. Not only during the month of October, but even in the past...

Index Insights

Monday Mailbag: Decisions, Decisions

Kenny FengOct 26, 2014
2014-10-26

Given the choice, shouldn’t I always invest in the GP over the LP?

We’ve been getting this...

Index Insights

Just Happened: DCP Midstream Analyst Day

Kenny FengOct 22, 2014
2014-10-22

I was supposed to write this post two weeks ago, but then the MLP market went haywire and we...

Index Insights

By the Numbers: The Alerian Exit Effect

Emily HsiehOct 21, 2014
2014-10-21

In part 1 of our “By the Numbers: The Alerian Effect” series, we highlighted how names entering...

Index Insights

Monday Mailbag: I Want to Buy the Alerian

Emily HsiehOct 19, 2014
2014-10-19

Without fail, the following two conversations occur at least once a week here at Alerian, both...

Index Insights

Greatest Hits: MLP IPOs

Maria HalmoOct 15, 2014
2014-10-15

Index Insights

Monday Mailbag: Marshall Islands

Karyl PatredisOct 13, 2014
2014-10-13

I often hear of the Marshall Islands in connection with MLPs. Where are the Marshall Islands?

...

Index Insights

What Happened: A Fresh Start

Maria HalmoOct 09, 2014
2014-10-09

For football fans across the country, September is perceived as a fresh start. Every team has an...

Index Insights

Just Happened: Enbridge Analyst Day

Maria HalmoOct 02, 2014
2014-10-02

Like Teekay Corporation (TK), Calgary-based Enbridge Inc (ENB)is a parent company with several...

Index Insights

Just Happened: Teekay Analyst Day

Maria HalmoSep 30, 2014
2014-09-30

It’s been a busy week for big MLP news. While we didn’t attend the Teekay Corporation (TK)...

Index Insights

Just Happened: NiSource Analyst Day

Maria HalmoSep 29, 2014
2014-09-29

I’m out of the office right now at a conference in Palm Beach,so I’ve been getting all my news...

Index Insights

Monday Mailbag: Taxman, Part 2

Maria HalmoSep 28, 2014
2014-09-28

With the Treasury Department reviewing potential tax issues, what effect do you expect this to...

Index Insights

Just Happened: Deloitte National PTP Conference – Take Me Out to the Ballgame

Karyl PatredisSep 24, 2014
2014-09-24

At the beginning of September, two Japanese high schools played a 50-inning baseball gamethat...

Index Insights

By the Numbers: The Alerian Inclusion Effect

Emily HsiehSep 23, 2014
2014-09-23

The phones at Alerian definitely ring a lot more during quarterly rebalancing months (March,...

Index Insights

Monday Mailbag: Taxman

Maria HalmoSep 21, 2014
2014-09-21

I heard that the government is no longer allowing new MLPs. Is this true?

A lot of people write...

Index Insights

Alerian Interviews: EQT Midstream

Emily HsiehSep 18, 2014
2014-09-18

With 120 MLP operating entities, competition can be fierce for an MLP to join the Alerian Index...

Index Insights

Visual Data: Treemaps

Maria HalmoSep 16, 2014
2014-09-16

What does it mean that Enterprise is the largest MLP? How much larger is it? What’s the next...

Index Insights

Monday Mailbag: We Have Liftoff

Karyl PatredisSep 14, 2014
2014-09-14

Wait, you mean you have indices beyond the AMZ?

Yes indeed. While the Alerian MLP Index (AMZ) is...

Index Insights

Alerian Explains: The Kinder Family

Maria HalmoSep 11, 2014
2014-09-11

Index Insights

Greatest Hits: MLP Distributions Outpace GDP

Maria HalmoSep 09, 2014
2014-09-09

Index Insights

Monday Mailbag: Shhh! It’s a Quiet Period!

Maria HalmoSep 07, 2014
2014-09-07

When does Alerian enter its quiet period?

We enter our quiet period beginning at market close...

Index Insights

Research Spotlight: General Partners, Part 1

Maria HalmoSep 04, 2014
2014-09-04

The Big Idea:

The 2005-2006 time period saw a sudden rise in MLP GP IPOs. Why?

Then, in...

Index Insights

What Happened: School Shopping

Maria HalmoSep 02, 2014
2014-09-02

Index Insights

Monday Mailbag: Pronunciation Guide

Maria HalmoAug 31, 2014
2014-08-31

We get a lot of questions about how to pronounce the names of particular MLPs. I figured that...

Index Insights

Research Spotlight: High-Yield Performance, Part 3

Maria HalmoAug 28, 2014
2014-08-28

Please see Part 1 and Part 2 for an introduction to the study as well as an examination of price...

Index Insights

Visual Data: Where in the World Are MLPs?

Maria HalmoAug 26, 2014
2014-08-26

Since moving to Dallas almost four years ago, I have uttered the phrase, “I’m not a native...

Index Insights

Monday Mailbag: Grab Bag, Plus a Final Note on Kinder Morgan

Maria HalmoAug 24, 2014
2014-08-24

Everyone seems intent on continuing to ask about the Kinder Morgan transaction. We love that you...

Index Insights

Alerian Interviews: EnLink Midstream

Emily HsiehAug 21, 2014
2014-08-21

The “This Ain’t My First Rodeo” interview series features executives thathave been at...

Index Insights

By the Numbers: Trading Days to Exit

Maria HalmoAug 19, 2014
2014-08-19

There are 120 MLPs currently trading and 84 investment products designed to give investors...

Index Insights

Monday Mailbag: Kinder Morgan

Kenny FengAug 17, 2014
2014-08-17

Index Insights

Research Spotlight: High-Yield Performance, Part 2

Maria HalmoAug 14, 2014
2014-08-14

Index Insights

Welcome Aboard

Maria HalmoAug 13, 2014
2014-08-13

Index Insights

Greatest Hits: Periodic Table of Performance

Maria HalmoAug 12, 2014
2014-08-12

Index Insights

Monday Mailbag: Governmental Alphabet Soup

Maria HalmoAug 10, 2014
2014-08-10

Index Insights

Alerian Explains: Williams (WMB)

Maria HalmoAug 07, 2014
2014-08-07

Index Insights

What Happened: Our Baby’s Growing Up

Maria HalmoAug 05, 2014
2014-08-05

Index Insights

Monday Mailbag: The FERC

Maria HalmoAug 03, 2014
2014-08-03

Index Insights

Research Spotlight: High-Yield Performance, Part 1

Maria HalmoJul 31, 2014
2014-07-31

The search for yield has led many adventurers into our fertile lands. With Treasury rates still...

Index Insights

2021 Midstream Outlook

Special to VettaFiDec 30, 1969
1969-12-30

Thus far in 2020, the equity price performance and elevated yields for midstream and MLPs...

» Popular Pages

  • Tickers
  • Articles

Feb 02

Stepping Into the ETF Business? Think Twice

Feb 02

A Week of Turning Points

Feb 02

An Advisor's Guide to the Night Effect

Feb 02

NextEra Energy Doubles Renewable Energy Portfolio

Feb 02

ExxonMobil Ends 2022 With Free Cash Flow

Feb 02

Fundamentals ETF IRBA Helps Avoid "Fool's Gold" Rallies

Feb 02

Quality International Dividends Can Tame Volatility

Feb 02

A Good Time for a Risk Check-up

Feb 02

Easing Energy Prices Warrant an Equal Weight Strategy

Feb 02

Americans Predict Volatility in 2023: Hedge With DBMF

QQQ

Invesco QQQ Trust

SPY

SPDR S&P 500 ETF Trust

VOO

Vanguard S&P 500 ETF

VGT

Vanguard Information...

SMH

VanEck Semiconductor ETF

XLK

Technology Select Sector SPDR...

VTI

Vanguard Total Stock Market...

SOXX

iShares Semiconductor ETF

BLOK

Amplify Transformational Data...

META

Roundhill Ball Metaverse ETF

Loading Articles...
Help & Info
  • Contact Us
Tools
  • ETF Screener
  • ETF Analyzer
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Performance Visualizer
  • ETF Database Model Portfolios
  • ETF Database Realtime Ratings
  • ETF Database Pro
More Tools
  • ETF Launch Center
  • Financial Advisor & RIA Center
  • ETF Database RSS Feed
Explore ETFs
  • ETF News
  • ETF Picks of the Month
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Best ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Legal
  • Terms of Use and Privacy Policy
  • © 2023 VettaFi LLC. All rights reserved.
Follow ETF Database
Follow ETF Database

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X