On The Record: Key Quotes From Midstream MLPs’ Fourth-Quarter Earnings Calls
While reading through transcripts of master limited partnerships’ fourth-quarter earnings calls, we compiled a series of quotes from management teams that provide insight into some of the macro trends that will continue to drive returns and opportunities in the space.
Why Are These 5 MLPs So Heavily Shorted?
We dig into the five master limited partnerships with the highest percentage of short interest.
Water Technologies and Sustainable Fracking
The energy industry’s growing consumption of fresh water for hydraulic fracturing and approaches to disposing the resulting wastewater have created significant challenges. We highlight some of the solutions.
Deals, Deals, Deals
This week brought rush of third-quarter earnings and three acquisitions involving midstream MLPs. Here’s our take on this flurry of deal announcements.
US Shale Plays: Separate and Unequal
US oil production appears to be bottoming, but investors seeking to profit in an environment where prices will likely range between $40 and $60 per barrel must pay attention to basin-specific trends as well as companies’ balance sheets and acreage quality.
The Canadian Invasion and Other Trends in MLP M&A
We delve into some the recent trends in mergers and acquisitions involving master limited partnerships and other midstream operators.
Key Quotes from Midstream MLPs’ Second-Quarter Earnings Calls
Second-quarter earnings season is done and dusted for midstream master limited partners (MLP) that own pipelines, processing and fractionation capacity.
Thoughts from the MLP Association’s Annual Investor Conference
The Master Limited Partnership (MLP) Association hosted its annual investor conference in Orlando last week and, as always, the Energy & Income Advisor team was on the ground to talk to management teams and fellow investors. Here are some of our bigger-picture takeaways from the event.
Digging Deeper into MLPs
After plunging almost 50 percent from early May 2015 to mid-February 2016, the Alerian MLP Index has defied the critics and torched slow-to-react short sellers by surging 45 percent since its nadir. But the easy money has been made: Investors must now focus on which names are best-positioned to grow in an environment where energy prices remain lower for longer.
North American Oil-Field Services: Near-Term and Longer-Term Outlook
Activity levels and pricing for oil-field services and equipment will likely remain under pressure in the US onshore market this year, with early 2017 bringing a bit of a recovery on both scores. But a return to the levels witnessed during the boom years appears unlikely, especially if Saudi Arabia opts to tap some of its spare capacity to take market share and keep oil prices in check.
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Elliott and Roger on Sep. 27, 2018
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Experts
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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