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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,...
Oil Tightness Obscured
We believe supply-driven tightness in crude has been masked by investor macro concerns relating to demand, as well as the recent weather-impacted rise in US oil inventories. In our view, the magnitude of these supply factors more than offsets potential demand slippage...
The New Chapter of Energy Growth: Inside ETFs Features Toby Loftin
Toby Loftin, Founder of BP Capital Fund Advisors, talks about why the energy game is changing, why the U.S. is a leader in the space and how new investment opportunities exist within the energy industry. [video width="640" height="360"...