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A New Era in Midstream Investing: Where Have All the MLPs Gone?
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...
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Did OPEC Just Ring the Bell for Energy Equities?
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...
read moreEnergy Equities: The Case for More Than A Bounce
Waivers regarding Iranian crude export restrictions, combined with robust production from Saudi Arabia and the US, has suddenly resulted in a short-term oversupply of crude. Still, we believe the recent pullback has created a buying opportunity as fundamentals remain...
read moreBP Capital Fund Advisors is hiring a Marketing Assistant – Office Manager
Job Description Boone Pickens Capital Fund Advisors (BPCFA) is a vibrant, innovative investment firm disrupting the energy investment landscape. Our Chairman, Boone Pickens, founded his family office in 1997, and BPCFA was founded in 2013, with the launch of the...
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Webinar – The Case for Energy Investment Now
On September 6, 2018, our portfolio managers conducted a webinar: The Times They Are A-Changin': The Case for Energy Equity Investment Now. If you missed the session, we offer the following Key Takeaways OIL PRICES TO BE SUPPORTED BY TIGHTENING...
read moreOil: It’s About to Get Tight(er) in Here
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...
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