Kinder Passes Midstream’s Stress Test, Who’s Likely to Follow
Recently released Q4 results from some giant oil services providers have flashed a clear warning to investors in US midstream energy companies:There’s a sector-wide stress test in progress, and it’s not likely to let up at least until the second half of 2020.
Why We’re Buying Enterprise Products Partners Now
The Alerian MLP Infrastructure Index has dropped more than 20 percent since late July. The chief catalyst for the most recent decline: Growing concern that falling North American rig deployment will stall oil and gas production in 2020.
Why We’re Still Bullish on Energy Transfer LP
What’s it going to take for Energy Transfer LP (NYSE: ET) to get a little respect?
The Hammer Falls on Sanchez: Who’s Next?
Eagle Ford, Texas-based midstream company Sanchez Midstream Partners (NYSE: SNMP) eliminated its quarterly distributions this week after the bankruptcy filing of its largest customer and general partner, Sanchez Energy Corp (OTC: SNECQ). The important question for most energy sector investors now is where the hammer will fall next.
Fear Rules But Q2 Earnings Measure Up
Second quarter results and guidance updates are now all in for Actively Managed Portfolio companies. Investors fleeing energy aren’t paying attention to the mostly positive numbers and guidance we’ve highlighted. But they continue to indicate a powerful reversal higher, particularly if oil prices can hold their summer trading range of $50 to $60 a barrel.
Midstream Looks to Kinder’s Earnings
Kinder Morgan Inc (NYSE: KMI) kicks off earnings reporting season for the US energy midstream sector with no real surprises.
Best Bets on Pipeline Politics
In an industry where time equals money, permits for new US oil and especially natural gas pipelines were once basically a formality. But the Federal Energy Regulatory Commission’s lack of quorum in early 2017 led to delays that allowed record fundraising by pipeline opponents and legal challenges to projects on an unprecedented scale.
From Berkshire to Buckeye: Value Hunters Finding Energy
Fair value is always in the eye of the beholder. But it’s clear big money is now seeking value in energy, despite fluctuating oil prices.
There’s Still Life in MLPs
The conventional wisdom is the MLP sector is dead money. That’s a mistake for several reasons.
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Live Chat with
Elliott and Roger on Dec. 31, 2019
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor