Global Demand for U.S. Energy – A Midstream Industry Bright Spot
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
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
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...WSJ Energy Journal Exclusive
Check out this WSJ Energy Journal Exclusive where Trip Rodgers, Portfolio Manager at BP Capital Fund Advisors discusses shale-oil production with Neanda Salvaterra, of the Wall Street Journal. WSJ Energy Journal Exclusive Energy Journal Exclusive The Oil Industry and...