Commodity & Infrastructure Insights

Momentum Crash Supports Pipeline Sector

Breaking News — Drone attack disables Saudi crude ouput Although we don’t normally highlight the favorable geopolitics of U.S. midstream energy infrastructure, this news does...

MLPs: Five Years On, Cheaper Than Ever

The end of August was the five year anniversary of the peak in MLPs. Had it not been for the distraction caused last week...

MLPs: Five Years On, Cheaper Than Ever

The end of August was the five year anniversary of the peak in MLPs. Had it not been for the distraction caused last week...

Climate Promises from Politicans: America Will Do Better

Over 60% of U.S. liquid hydrocarbon production comes via hydraulic fracturing (“fracking”).  This includes 7.75 million Barrels per Day (MMB/D) of crude oil (total...

Climate Promises from Politicans: America Will Do Better

Over 60% of U.S. liquid hydrocarbon production comes via hydraulic fracturing (“fracking”).  This includes 7.75 million Barrels per Day (MMB/D) of crude oil (total...

Blackstone and Tallgrass Further Discredit the MLP Model

​To be an SEC-registered asset manager is to submit to extensive rules of behavior, all with the objective of protecting the clients. Where a...

Blackstone and Tallgrass Further Discredit the MLP Model

​To be an SEC-registered asset manager is to submit to extensive rules of behavior, all with the objective of protecting the clients. Where a...

Private Equity Sees Value in Unloved Pipelines

Last week the Financial Times wrote about the dwindling conviction of believers in the Shale Revolution (see Why US energy investors are experiencing a...

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Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.