MLP Market Updates

2016 Outlook, MLPs: The Opportunities and the Challenges

March 2016 – Oil prices will be volatile over 2016, but the table has been set for a potentially dramatic recovery in oil prices as demand eventually outstrips supply. [read more]

February 2016 MLP Update Presentation

February 2016 – Update on MLPs and Global Oil Market [read more]

December 2014 MLP Market Insights

December 2014 – The US shale boom has created an additional 1 million barrels per day growth in crude oil production with another 0.6 million barrels per day of additional global growth. Global growth of demand is 1 million barrels per day leaving a current surplus of 0.6 million barrels per day. OPEC has not cut production, and now there is a growing global glut. OPEC is a broken cartel. Saudi Arabia does not want to give up market share and is playing “chicken” with US shale producers. [read more]

October 2014 MLP Market Insights

October 2014 – A very compelling buying opportunity for MLPs is emerging. The market usually presents small to moderate drawdown windows about once in a 12 month period. Over the past 18 years, there have been 3 periods with AMZX Index (Alerian Total Return) drawdowns greater than 10%. We are experiencing the fourth now. Historically, the faster an MLP market drawdown has occurred, the faster the downturn has ended and the AMZ and AMZX have achieved new highs. The MLP growth story is still solid. [read more]

2014 Outlook, MLPs: Opportunities Following a Strong 2013

February 2014 – MLPs delivered a banner year in 2013. The US energy revolution continues in full force and 2014 will likely see the US energy revolution’s impact on parts of the global energy market.  [read more]

2013 Outlook, MLPs: Orchestrating Logistics for the US Revolution

February 2013 -The US energy revolution is in full force. The traditional economics of supply and demand are driving price changes for crude oil, natural gas and natural gas liquids (NGLs) that are forcing the evolution of the gathering, processing, transportation and storage business for these commodities and their byproducts. [read more]

LNG Exports Move Ahead

December 2012 – On December 5, the US Department of Energy (DOE) released a report that evaluated the macroeconomic impacts of LNG exports from the United States. Overall, it was a positive report that exceeded expectations, highlighting multiple economic benefits with little downside. [read more]

LNG Exports Impact for MLPs

December 2012 – This Flash Report highlights the impact of LNG exports for MLPs. [read more]

Comparing US MLPs to US REITs

November 2012 – MLPs and REITs both link their growth and development to the Tax Reform Act of 1986. The Tax Act created the MLP structure as a pass-through entity, thereby eliminating double taxation (corporate and individual). [read more]

World Energy Update

November 2012 – 2012 World Energy Outlook of the International Energy Agency calls for Substantial Growth in US Oil and Gas Production, establishing more evidence for the US Energy Revolution.  [read more]

MLP Quarterly Update – Third Quarter, 2012

October 2012 – MLPs performed well during the third quarter, helped by a benign macro backdrop and recovery in commodity prices.  [read more]

Energy Revolution in the Marcellus Shale

June 2012 – The Marcellus is a shale formation rich in natural gas and natural gas liquids (western Marcellus). The Marcellus represents the second largest natural gas find in the world, spanning over an estimated 95,000 square miles with an estimated 410 tcf of natural gas.  [read more]

Marcellus Shale Update

June 2012 – The infrastructure build out of pipelines and gathering and processing systems in the Marcellus Shale is in great demand and required to support increased natural gas production.  [read more]

MLPs Are Strategically Positioned to Prosper

April 2012 – The US is the fastest growing energy market in the world. Fracking has been around for over 60 years, but the technology has become very advanced over the past 5 years and changed the entire landscape for the discover, development and production of crude oil and natural gas (“NG”) in the US. [read more]


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