Commodity & Infrastructure Insights

Tallgrass Responds to Critics, Missing the Point

Earnings season for pipeline companies has provided few surprises, offering little to offset fund outflows, which continue to weigh on performance. Therefore, the Tallgrass...

Tallgrass Responds to Critics, Missing the Point

Earnings season for pipeline companies has provided few surprises, offering little to offset fund outflows, which continue to weigh on performance. Therefore, the Tallgrass...

California’s Altruistic Carbon Policy

Wildfire season began abruptly in California last week. Bankrupt utility PG&E’s planned widespread power outages are a response to last year’s fires, which were...

Drilling Down on Shale Depletion Rates

The Shale Revolution has substantially increased America’s output of oil, natural gas and natural gas liquids. We often use the chart below to highlight...

Portfolio Manager Discusses Why Corn Prices Showing Weakness Even with the Trade Deal Being Negotiated

Trade talk updates between the U.S. and China have had agriculture prices bouncing up and down lately. Much of the news has been focused around soybean purchases, which pull corn prices up temporarily. However, the gains have not been able to hold, nonetheless.

Unicorns Not Working

The rapid transition of WeWork from IPO in early September to almost bankrupt says something about the superficial due diligence of bankers prior to...

Pipeline Stocks Are Quietly Recovering

“Horrific. Terrible. Abysmal. The worst. Those are terms equity analysts are using to describe investors’ attitude toward energy stocks.” This is from a recent Wall...

Criticizing MLPs Helps Them

Wednesday’s blog, Energy Transfer’s Weak Governance Costs Them drew a record number of pageviews within a few hours of being posted. It’s not just...

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