Commentary Archives — BP Capital Fund Advisors

BP Capital Midstream Strategy | Tracking the Recovery: Market Vital Signs | Quarterly Review and Outlook

by Toby Loftin | May 22, 2020 | Commentary

Please click on the link to watch a 12 Minute Zoom replay of Toby Loftin, Ben Cook and Kevin Gallagher who provide a review of the quarter and their market outlook. ZOOM Replay Core Midstream Review and Outlook Presentation For more information please contact Toby...

Midstream Energy Outlook: COVID-19 Impact

by Toby Loftin | Apr 23, 2020 | Commentary

Please click on the link to watch a Zoom replay of Toby Loftin, Ben Cook and Kevin Gallagher assessing the financial impact of COVID-19 on Midstream energy companies and where see opportunity. We address: What is the outlook for crude oil and natural gas production?...

Energy Commentary | December 2019

by BP Capital Fund Advisors | Dec 17, 2019 | Commentary

Highlights: OPEC’s Dec 6th decision to deepen its existing production quota from 1.2 to 1.7 million barrels per day (mmbls/d) combined with moderating production growth here in the U.S. should put a floor on crude oil pricing in 2020 even as the market continues to...

Midstream Metamorphosis: Does Your MLP ETF or ETN Truly Represent Midstream? The Critical Problem with MLP-only ETFs and ETNs…

by Toby Loftin | Sep 24, 2019 | News, Featured, Commentary, Insights

Summary: Investors who own Master Limited Partnership (MLP) dedicated index exchange traded products are facing a critical problem, and they may not even know it. Since 2014, the number of midstream companies structured as MLPs has slowly and steadily decreased....

Geo-Political Risk on the Rise: Coordinated Drone Attack on Saudi Production Facilities Disrupts Key Oil Supply Source

by Ben Cook, CFA | Sep 16, 2019 | News, Featured, Commentary, Insights

On Saturday, September 14th, coordinated drone strikes on critical Saudi Arabian oil production facilities knocked out nearly 60% of the country’s oil production capability, nearly 20% of the natural gas production, and approximately 50% of ethane and NGL production....

A New Era in Midstream Investing: Where Have All the MLPs Gone?

by Toby Loftin | Dec 10, 2018 | Commentary, Insights

Did you know that $153 billion (32%)¹ of the U.S. core midstream energy market capitalization (defined in a footnote below) is no longer in a Master Limited Partnership (MLP) structure, but in a C-Corp structure? Did you know that over the next twelve months that...

« Older Entries

BP Capital Midstream Strategy | Tracking the Recovery: Market Vital Signs | Quarterly Review and Outlook

Midstream Energy Outlook: COVID-19 Impact

Energy Commentary | December 2019

Midstream Metamorphosis: Does Your MLP ETF or ETN Truly Represent Midstream? The Critical Problem with MLP-only ETFs and ETNs…

Geo-Political Risk on the Rise: Coordinated Drone Attack on Saudi Production Facilities Disrupts Key Oil Supply Source

A New Era in Midstream Investing: Where Have All the MLPs Gone?

Search Site

Thought Leadership

Recent Articles

Past Articles

You have Successfully Subscribed!