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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...
read moreDid 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...
read moreWebinar – 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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