Alerts

Today’s pop in oil prices and energy stocks gives us an opportunity to exit one of our laggards.

We analyze the emerging details regarding OPEC’s planned production cut and their implications for oil prices and energy equities.

A poorly timed equity offering gives investors an opportunity to buy this midstream name below our buy target.

This morning, Sunoco Logistics Partners LP announced the all-stock acquisition of Energy Transfer Partners LP–a transaction that dramatically changes the acquirer’s profile and results in a 27 percent distribution cut for the target’s unitholders. Here’s our take.

We parse the implications of Donald Trump’s victory for the energy sector.

Buckeye Partners LP’s acquisition of a 50 percent interest in VTTI BV is accretive to cash flow and gives the MLP a new growth platform, while Vitol monetizes some of its interest and gains a partner that’s motivated to pursue growth opportunities.

Reports indicate that OPEC members have agreed to reduce their output to between 32.5 million and 33 million barrels per day. We analyze the implications of this agreement.

The adjustment factors in the Energy Information Administration’s weekly estimates of crude-oil supply and demand have become increasingly large and volatile.

The recent rally in crude-oil prices appears unsustainable in the near term and skews the risk-reward balance even further in favor of another downside move over the next one to three months.