Alerts

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.

The selloff in one of our favorite MLPs for conservative investors creates an ideal buying opportunity.

We continue to expect a final swoon in oil prices over the next one to two months, a move that could create another buying opportunity for energy stocks.

Today’s selloff in one of our Portfolio holdings creates a buying opportunity.

We take advantage of the recent rally in energy stocks to exit three of the riskier names in our MLP Portfolio.