Paradigm Shift in MLP Land
Big changes are afoot in the midstream segment. Many master limited partnerships appear to have taken Enterprise Products Partners LP’s lead and shifted their focus to building distribution coverage and reducing equity. We explore which names will be able to make this transition with relative ease and which names face more of a slog to put themselves on a path to sustainability.
The Shipping News: LNG Overview
The market for LNG tankers looks oversupplied for at least the next two years. Nevertheless, the space offers some attractive opportunities for discriminating investors.
