Commodity & Infrastructure Insights

Enlink’s Growth Plans Need Better Justification

Energy investors would still like to see less spending on growth projects than company executives are pursuing. Whenever a CEO announces new spending, there’s...

Enlink’s Growth Plans Need Better Justification

Energy investors would still like to see less spending on growth projects than company executives are pursuing. Whenever a CEO announces new spending, there’s...

MLPs Weak in November, As Usual

The Alerian MLP Index now has almost a 24 year history. Investors whose experience pre-dates the 2014 high will fondly recall many strong years....

Tallgrass Endgame Approaches

Most sell-side analysts are constrained in providing critical analysis of the companies they cover, because their firms are usually trying to do investment banking...

What’s Moving Oil Prices?

A Podcast with Phil Flynn and Kimberly Rios discussing EIA’s Reporting Discrepancies and the New International Maritime Rules for Shipping Oil

What’s Moving Oil Prices?

A Podcast with Phil Flynn and Kimberly Rios discussing EIA’s Reporting Discrepancies and the New International Maritime Rules for Shipping Oil

Canadian Pipelines Lead The Way

Sentiment among energy investors remains poor. The S&P E&P ETF (XOP) is -21% for the year. Energy has sunk to 4% of the S&P500....

Leverage Wipes Out Investor’s Bet on Enlink

Managers of client capital invested in midstream energy infrastructure have had to explain recent weak performance to investors frustrated at missing out on the...

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