Welcome to BP Capital Fund Advisors Insights
Our investment strategy and process yields uncommon insights across the energy value chain. Expore the latest energy industry thought leadership from the BP Capital Fund Advisors team.News
Recent company and industry events
Commentary
Analysis of key energy industry factors
White Papers
In-depth downloadable documents and resources
BP Capital Midstream Strategy | Tracking the Recovery: Market Vital Signs | Quarterly Review and Outlook
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
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
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…
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
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....
Midstream Equities: Company Cash Payouts Inflecting, Time for Another Look
Summary: Favorable year-to-date 2019 midstream energy equity performance is reflecting improved sector appeal that, in our opinion, is being driven in part by a brightening outlook for rising midstream MLP distributions and C-Corp dividends to investors. Historically,...