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Energy Investing Weekly

Dividends Aren’t Enough in a Tough Tape for E&P Stocks

Anadarko Petroleum and Pioneer Natural Resources announced dividend increases and share buybacks earlier this week, signaling a commitment to capital discipline and returning capital to shareholders. But concerns about US production growth and the near-term risk posed by the massive long position money managers have amassed in Brent and Wext Texas Intermediate futures have ruled the day.

A Tale of Two MLP IPOs

The divergent performance between Noble Midstream Partners LP and Hess Midstream Partners LP since their initial public offerings demonstrates what investors value in an environment where energy prices remain lower for longer.

Permian Basin to Take Market Share in a Short-Cycle World

Break-even rates continue to fall across the board in US shale plays, but the efficiency gains that come from exploiting multiple oil-bearing formations with the same infrastructure give the Permian Basin an edge in the battle for market share.

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      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

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      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

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      Managing Editor: Capitalist Times and Energy & Income Advisor