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Did OPEC Just Ring the Bell for Energy Equities?

Did OPEC Just Ring the Bell for Energy Equities?

by Trip Rodgers, CFA | Dec 7, 2018 | Featured, Insights, Promoted

A Likely Inflection Point for Oil.  It’s been said that, unfortunately for investors, the market doesn’t ring a bell at the bottom.  Maybe not, but after crude’s 30%+ decline since October, today’s OPEC+ announcement for a 1.2 million barrel per day (mmbpd) cut in...

Oil: It’s About to Get Tight(er) in Here

by Trip Rodgers, CFA | Aug 29, 2018 | Insights, Promoted

After more than a year of inventory destocking, prompt crude oil conditions have recently softened primarily due to a timing mismatch between an increase in Saudi Arabian production and an upcoming major decline in Iranian oil exports stemming from additional US...
Oil Constraint Watch:  Truck Driver Shortages

Oil Constraint Watch: Truck Driver Shortages

by Trip Rodgers, CFA | Apr 30, 2018 | Featured, Insights, Promoted

We expect current oilfield truck driver shortages to persist and even intensify. This should increasingly act as a constraint on the growth of US shale production, a primary concern regarding the future global supply-demand balance for crude oil. Demand for oilfield...
Global Demand for U.S. Energy – A Midstream Industry Bright Spot

Global Demand for U.S. Energy – A Midstream Industry Bright Spot

by Ben Cook, CFA | Apr 11, 2018 | Featured, Insights, Promoted

While midstream equity performance remains stubbornly tied to concerns of partnership simplification, distribution stability and more recently the fallout from FERCs mid-March ruling, the U.S. energy industry is quietly posting some very important milestones. Per the...
Energy Stocks and Oil Prices – Opportunity in the Disconnect

Energy Stocks and Oil Prices – Opportunity in the Disconnect

by Trip Rodgers, CFA | Apr 5, 2018 | Featured, Insights, Promoted

If an investor only tracked energy stocks and not commodity prices, there is a good chance he or she would not be aware that oil prices have surged. While many energy equities remain in the doldrums, today’s stout WTI oil price above $63/barrel represents a dramatic...
FERC Ruling Triggers Midstream Selloff

FERC Ruling Triggers Midstream Selloff

by Ben Cook, CFA | Mar 16, 2018 | Featured, Insights, Promoted

Our take on the FERC’s ruling and the broad-based midstream selloff that followed. What triggered the market reaction? Yesterday, the FERC announced that it will no longer allow MLP interstate natural gas and oil pipelines to recover an income tax allowance in their...
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