2014 Market Updates

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]

Comments are closed.